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【 Taiwan Media: TSMC Advanced Packaging Customer Tracking Company plans to increase production capacity by 120% next month 】 According to Taiwan's Economic Daily, TSMC's CoWoS advanced packaging demand has exploded. Following NVIDIA's decision to expand orders in October, the industry has reported that heavyweight customers such as Apple, Chaowei, Broadcom, and Maywell have also been tracking TSMC recently. TSMC is accelerating the expansion of CoWoS advanced packaging capacity to meet the needs of the five major customers mentioned above, Next year, the production capacity will increase by about 20% to 35000 pieces compared to the original doubling target. TSMC does not comment on the issue of capacity construction related to CoWoS advanced packaging capacity.
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