TSMC 3nm, 2nm, and CoWoS stay tight as AWS, MediaTek, TPU shift capacity

Digitimes
By Charlene ChenSep 14, 2026, 11:30 pm114 ptsTrending
TSMC's 3nm, 2nm, and CoWoS advanced packaging capacity remained in short supply in late 2026's third quarter, as changes in major customer orders and front-end and back-end supply models prompted the foundry to adjust its advanced capacity allocation. Supply chain sources said Nvidia and Apple continue to…

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