NVIDIA's CoWoS orders at TSMC have reached a new high, according to UBS, driven by current-gen Blackwell AI chips, as well as future Rubin products.

NVIDIA's AI GPU Production Is Anticipated to See a Huge Rise, Giving Firms Like TSMC Little Time To Adjust

The demand for AI hardware isn't waning anytime soon, based on multiple reports, and with that, NVIDIA has already started to prepare the supply chain, as, according to UBS analyst notes, it is revealed that Team Green has sees demand for 678,000 CoWoS wafers in 2026, which marks almost a 40% increase from the figure of this year, indicating that the firm anticipates massive AI chip orders coming ahead. UBS reports ( via Jukan ) that the demand is mainly driven by NVIDIA's Blackwell and Blackwell Ultra products, which are expected to

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