TSMC has been roughly doubling its CoWoS and SoIC capacity annually for the past several years, and is running CoWoS at better than 98% yield — sometimes 99% — on multiple AI customer products already in high-volume manufacturing. By Jun He's account, that is finally almost enough.
The latest indication of global demand for AI hardware comes not from a hyperscaler capex presentation, but from unaudited monthly filings in Taipei. Major Taiwanese companies across the AI server supply chain, including server assembly, cooling, power, networking, and testing, reported combined July revenue of NT$2.59 trillion (US$80.34 million), according to the filings.
Taiwanese power management IC (PMIC) maker Global Mixed-mode Technology (GMT) said at a recent investor conference that its revenue and profit for the second quarter of 2026 were close to expectations. Looking ahead to the third quarter, the company said wafer manufacturing and back-end testing capacity remain extremely tight, leaving little room to offer customers additional supply beyond already secured volumes.
Following growing momentum behind large-scale infrastructure buildouts in South Korea, the industry is witnessing an aggressive wave of AI-related initiatives aimed at expanding the nation's semiconductor production capacity. But the broader objective extends beyond capacity ramps alone toward building a more self-reinforcing semiconductor ecosystem across some of the most critical stages of advanced chip manufacturing.
Taiwanese display driver IC (DDI) maker Fitipower Integrated Technology's Chairman Young Lin said the company will roll out several new products for sampling and mass production in 2026, laying the groundwork for continued revenue growth. He added that the e-paper and electronic label markets are a major focus, with Fitipower hoping for sequential quarterly growth this year. However, he said end-market demand is not yet strong and still requires caution.
Dynamic said its Thailand plant will not begin mass-producing high-end AI products until the fourth quarter of 2026, a delay that could make it harder for the PCB maker to achieve its goal of deriving 20% of sales from AI that year. For global readers, the timeline underscores how supply-chain bottlenecks can ripple through AI hardware markets.
Liying Environmental Protection Technology reported record July 2026 revenue as demand tied to AI semiconductor production continued to rise. The company said the growth reflected stronger global appetite for AI chips, which has lifted advanced-process utilization in the semiconductor industry and increased the need for recycling and decarbonization services around key manufacturing chemicals.
