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Dec 22, 2025, 6:17 am122 pts
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 companies like Amkor and ASE, raising market concerns about a…
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