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TSMC's CoPoS equipment set for mid-2026; overseas suppliers shake up Taiwan firms

Monica Chen, Hsinchu; Charlene Chen, DIGITIMES Asia 0

Credit: DIGITIMES

Benefiting from surges in AI GPU, and ASIC demand, both TSMC and non-TSMC camps have raised their 2026 CoWoS capacity plans. Notably, due to CoWoS supply shortages and Nvidia's requirements, TSMC's foundry orders are gradually spilling over to OSAT...

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