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TSMC to expand CoW Orders in 2H26 as OSAT CoWoS-like tech rises

Flora Wang, Taipei; Emily Kuo, DIGITIMES Asia 0

Credit: DIGITIMES

As major US CSPs are ramping up ASIC development, the capacity gap in TSMC's CoWoS advanced packaging continues to widen. Thus, the rise of "CoWoS-like" capacity by OSAT providers has emerged. To address the strong demand for advanced packaging capacity...

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