[it is reported that Nvidia and TSMC underestimate the demand for GPU CoWoS wet process advanced packaging equipment is difficult to meet the demand] Science and Technology Innovation Board Daily News on the 6th, TSMC to "super urgent" production of Nvidia AI GPU, the order has reached the end of the year. According to semiconductor equipment manufacturers, Nvidia AI GPU out of stock is mainly due to Nvidia, TSMC previously estimated annual production capacity and orders are quite conservative, did not expect AI GPU and other HPC chip demand eruption, the original capacity is not much CoWoS wet process advanced packaging equipment is difficult to meet. In addition, the delivery period of some packaging equipment and components is as long as 3-6 months, and the new production capacity can only be put in place at the end of the year at the earliest, that is, the next six months will be out of stock, so it is rare to see TSMC urgent orders without bargaining. Wei Zhe-Jia, president of TSMC, also revealed for the first time that he had a recent conference call with a customer and asked to expand CoWoS orders. (Taiwan Electronic Times)