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UBS: 2026'da Nvidia'nın CoWoS wafer taleplerinin 678.000 adede ulaşmasını bekliyor, yıllık %40'a yakın bir artış.
Jin10 verileri 11 Ekim'de, UBS'nin tahminine göre, Blackwell, Blackwell Ultra ve Rubin'in etkisiyle, 2026'da Nvidia'nın CoWoS wafer talebinin 678.000 adede ulaşacağı, bu yıl ise yaklaşık %40'lık bir yükseliş olacağı bekleniyor; ayrıca, 2026'da Nvidia'nın GPU toplam üretiminin 7.400.000 adede ulaşması öngörülüyor.