[sources say TSMC is Nvidia's "fine-tuning" production plan: the latter's production capacity in TSMC and advanced packaging CoWoS has been changed to average production in Q2, 3, and 4. Science and Technology Innovation Board Daily reported on the 2nd that the semiconductor supply chain began to "fine-tune" the production plan for major AI customers. Nvidia was originally scheduled to significantly increase the production capacity of TSMC and advanced packaging CoWoS in the fourth quarter of 2023, but it has been changed to average production distribution in the 2nd, 3rd and 4th quarters. On the one hand, it can also make the production rate of contract factories more balanced, on the other hand, in the relatively tight CoWoS production capacity, it is hoped that an average of 1000 to 2000 pieces of production capacity per month can be discharged to the AI GPU leader. (Taiwan Electronic Times)