Nvidia asking for 800,000 CoWoS for calendar 2026, says Edgewater Research

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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