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[Taiwan media: NVIDIA chasing a single AI chip TSMC increased the purchase of equipment to expand CoWoS production capacity] The market reported that TSMC's major customer Nvidia expanded the amount of AI chip orders, coupled with the emergence of urgent orders from Chaowei, Amazon and other large factories, TSMC urgently sought equipment suppliers to purchase CoWoS machines, and in addition to the existing production increase target, the amount of equipment orders was increased by 30%. TSMC this time to seek Xin Yun, Wanrun, Hong plastic, titanium, Qunyi and other equipment factory assistance, requiring the expansion of reinforcements CoWoS machine, is expected to be completed in the first half of next year and installed. According to reports, TSMC currently CoWoS advanced packaging monthly production capacity of about 12,000, after the launch of expansion, the original plan is to gradually expand the monthly production capacity to 15,000 to 20,000, and now the additional equipment will make the monthly production capacity of more than 25,000.
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