NMR发布的报告中提到砍单消息 Our industry survey shows nVidia has cut its 2025 CoWoS-S bookings at TSMC and UMC (2303 TT, Buy; interposer only) by likely ~80% level very recently. 鸿海的数据也反馈了类似问题，h系列卡下降的比预期要快很多，要特别小

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NMR发布的报告中提到砍单消息 Our industry survey shows nVidia has cut its 2025 CoWoS-S bookings at TSMC and UMC (2303 TT, Buy; interposer only) by likely ~80% level very recently. 鸿海的数据也反馈了类似问题，h系列卡下降的比预期要快很多，要特别小心 $SMCI $NVDA

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