1. NVIDIA has reportedly placed additional orders with TSMC for its Blackwell platform chips, including GB200, B100, and B200, due to high demand for AI chips. 2. The increased production volume has led to a surge in orders for back-end packaging and testing plants, with ASE Investment Holdings and KYEC experiencing a doubling of related order volume. 3. The complexity and testing time for NVIDIA's new Blackwell chips have increased, positively impacting the average selling price and gross profit margin of third-party companies involved in the testing process.
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