According to reports, TSMC has launched a new round of order chasing for CoWoS equipment factories, which may exceed previous expectations in year-end production capacity. TSMC has launched another round of order chasing for CoWoS equipment factories this month, with an estimated delivery time of the fourth quarter of this year. Previously, TSMC resumed placing orders for CoWoS devices in April 2023, with the second and third waves of additional orders falling in June and October of last year, followed by sporadic increases. This month, there has been a new wave of active pursuit of orders. The market originally expected TSMC's CoWoS monthly production capacity to reach 32000-35000 pieces by the end of 2024, but now it is expected to exceed 40000 pieces.