According to Morgan Stanley’s latest industry report, TSMC will increase capital expenditures to $56B in 2026 and $75B in 2027 due to steadily growing demand for AI semiconductors. CoWoS advanced packaging capacity will expand from about 70,000 wafers per month by the end of 2025 to 120,000 by the end of 2026, and reach 200,000 by the end of 2027; while SoIC capacity is expected to rise from 14,000 to 40,000 units over the same period.

TSM-0.36%
View Original
This page may contain third-party content, which is provided for information purposes only (not representations/warranties) and should not be considered as an endorsement of its views by Gate, nor as financial or professional advice. See Disclaimer for details.
  • Reward
  • Comment
  • Repost
  • Share
Comment
Add a comment
Add a comment
No comments
  • Pinned