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UBS: Expects NVIDIA's CoWoS wafer demand to reach 678,000 pieces in 2026, a year-on-year increase of nearly 40%.
Jin10 reported on October 11 that UBS expects that driven by Blackwell, Blackwell Ultra, and Rubin, Nvidia's demand for CoWoS wafers will reach 678,000 pieces in 2026, an increase of nearly 40% compared to this year; additionally, it is expected that Nvidia's total GPU production will reach 7.4 million pieces by 2026.