CoWoS

1 statements across 1 episodes · 1 bullish · 0 bearish · 1 people on the record · first statement Mar 30, 2026 by Tae Kim · across every show →

Everything said about CoWoS, oldest first

Mar 30, 2026 bullish
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
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