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CoWoS

topic on 5 shows · 2 statements across 2 episodes · said 6 times in 4 episodes since 2025

Acquired 2 Latent Space 2 No Priors 1 the MAD Podcast 1 TBPN

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Acquired 2Latent Space 2the MAD Podcast 1No Priors 1

2026 4 mentions in 3 episodes 1 per episode
2025 2 mentions in 1 episode

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2 statements about CoWoS, every show

TBPN Assertion Supported
Kim: Jensen Huang secured memory and CoWoS supply agreements early
“He locked up all the supply agreements for memory, COOS, you know, connectors ahead of time.”
Tae Kim Mar 30, 2026 ▶ 4:21 FULL INTERVIEW: Why I Think Nvidia Is Perfectly Positioned In The AI Race
ACQUIRED Assertion Open · timeframe Sep 2023
Chip-on-Wafer-on-Substrate advanced packaging accounts for 10% to 15% of TSMC's capacity
“So COOS represents right now about 10 to 15% of TSMC's capacities, and many of the facilities are custom-built for exactly these types of chips that they're producing.”
Ben Gilbert Sep 6, 2023 ▶ 1:09:43 Nvidia Part III: The Dawn of the AI Era (2022-2023) (Audio) · Acquired

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