BREAKING
NVIDIA Locks Up TSMC CoWoS Capacity
0
%
TSMC share
0
%
NVIDIA capacity
CoWoS Monthly Wafer Output
2023
15000
2024
38000
2025
72000
2026
130000
0
%
gap 2026
0
%
gap year-end
0
K
NVIDIA wafers
How TSMC Is Easing the Crunch
1
Expand CoWoS
↓
2
Outsource to ASE, Amkor
↓
3
Develop CoPoS
↓
4
18-24mo new lines
Packaging Is the New AI Constraint
AI NEWS BLITZ
AI demand has turned TSMC's advanced packaging into a major supply bottleneck.