Edgewater Research says its checks indicate that AMD (AMD) and Nvidia (NVDA) are asking for upside in CoWoS, or Chip-on-Wafer-on-Substrate, and supporting components for calendar year 2026 due to hyperscale GPU demand upside. Nvidia is asking for 800,000-plus and committed supply appears to be about 650,000, up from less than 500,000 in September/October, according to the firm.
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