EUR/USD
1.03008
-0.068%
Gold
2678.50
0.039%
Oil
76.675
-0.343%
USD/JPY
157.228
-0.480%
GBP/USD
1.22050
-0.088%
GBP/JPY
191.902
-0.528%
Real-time News
Japanese Finance Minister Katsunobu Kato: The decision on monetary policy lies with the Bank of Japan.Japanese Finance Minister Katsunobu Kato: I believe the Bank of Japan will perform its duties in coordination with the government.Japanese Finance Minister Katsunobu Kato: The Bank of Japan is expected to implement monetary policy appropriately.Japanese Finance Minister Katsunobu Kato: Will pay close attention to the discussions at the Bank of Japans policy meeting next week.On January 15, well-known analyst Ming-Chi Kuo wrote today that Nvidia has redefined its product lineup through the latest Blackwell architecture roadmap. Among them, the 200 series adopts a dual-chip design (manufactured using CoWoS-L); the 300 series adopts a dual-chip (CoWoS-L) and a single-chip (CoWoS-S) design. He said that it is precisely because of the new roadmap that there are rumors that Nvidia is cutting CoWoS-S production capacity. Obviously, Nvidias demand for CoWoS-S will be greatly reduced for at least the next year or so. From Q1 this year, Nvidia will shift its focus to the 200 series and reduce the supply of the H series (CoWoS-S), which will further reduce Nvidias demand for CoWoS-S; but the demand for CoWoS-L is more urgent than CoWoS-S. Changes in product roadmaps will have varying degrees of impact on the performance of Nvidia and its supply chain partners. However, from Nvidias perspective, the reduction in CoWoS-S is mainly due to changes in product roadmaps, not a decline in demand. This change also aligns well with TSMCs strategic plan to make its CoWoS-L technology a mainstream solution.
