Nvidia Shares Require 100-200% Rally for Next Split, Packaging Headwinds Eased
MediaTek appointed former TSMC packaging expert Douglas Yu to accelerate advanced CoWoS chip packaging, potentially easing capacity constraints for AI chips used by Nvidia. Nvidia’s shares would need a 100-200% gain from near $200 to hit a split threshold, supported by 73% year-over-year revenue growth in AI data-center demand.
1. MediaTek Advisory Appointment
MediaTek has named Douglas Yu, a former TSMC executive who led backend R&D and CoWoS packaging development, as part-time adviser. His expertise is expected to enhance advanced packaging capabilities, which could relieve pressure on CoWoS capacity that AI chipmakers like Nvidia are currently competing for.
2. Nvidia Stock Split Outlook
Nvidia has executed six stock splits since 2000, totaling a 480-for-1 adjustment. At its current near-$200 share price and $4.8 trillion market cap, another split would require a 100-200% price increase, making a near-term split unlikely despite strong AI-driven revenue growth.