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AI hands foundries pricing power: TSMC leads, but the boom spreads industry-wide

, Taipei
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Credit: DIGITIMES

AI demand in 2026 is no longer confined to GPUs, but is broadening into ASICs, networking, PMICs, and a wide range of peripheral ICs, tightening capacity across both 8-inch mature processes and 12-inch advanced nodes. CoWoS's advanced packaging and HBM...

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