The demand for the artificial intelligence market continues to improve, wafer foundry manufacturers urgently expand COWOS advanced packaging capacity

Benefiting from the growth of the generation artificial intelligence application market, TSMC -related orders have continued to be popular with the development of artificial intelligence chips in various cloud computing suppliers and IC design companies.

However, under the circumstances that the COWOS advanced packaging capacity is limited, the market has continued to expand the advanced packaging capacity of Zhunan, Longtan, and Taichung.

Although the current contribution of artificial intelligence chip orders to TSMC is not high, market demand continues to increase. In addition to the orders from IC design factories such as Nvidia, AMD, Broadcom, Cisco, cloud service providers such as AWS, Google and others have also announced that they will invest in the development of artificial intelligence chips, so that TSMC -related production capacity in the market is almost in short production capacity in the market.

As for the key to TSMC's lack of production capacity manufacturing artificial intelligence chips, it is that COWOS advanced packaging capacity is limited. Therefore, media reports are that TSMC is currently increasing the capacity of COWOS.EssenceThis enables the relevant equipment factories to obtain orders. Not only did the previous forecast prediction that the market inventory adjustment in the second half of the year is not as good as expected, and then affects the haze of the recovery situation, it has further helped the relevant camp movement.

In fact, at the same time, there are research reports that the development of the artificial intelligence market, TSMC can still win the current almost all of the artificial intelligence chip orders even under the production capacity restrictions of the COWOS.Therefore, even if the current artificial intelligence chip order has a small contribution to TSMC, but under the company's production capacity, the company has decided to greatly increase the production capacity of COWOS. In the future, as the market demand increases, it will gradually expand its contribution to TSMC's revenue.

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