According to reports, TSMC's advanced packaging CoWOS production capacity is in short supply, and orders are full. It is rumored that some of the orders for advanced packaging spilled over to Intel's Malaysian factory, with partial production capacity cooperation to serve major customers and break past ecosystem practices. In addition to being beneficial to TSMC's advanced manufacturing process shipments, legal entities are also optimistic. Supply chains such as Sun Moon Light Investment Control, carrier board leaders Xinxing, and Jia Deng Group, which overlap with the two major companies, are expected to be sold out simultaneously. The industry pointed out on August 18 that the global advanced packaging production capacity bottleneck is that the late-stage release rate is lower than the pre-production process. It is expected that TSMC will be happy to see the results of more suppliers adding later production capacity, which can speed up shipments in the early stage process.

According to reports, TSMC's advanced packaging CoWOS production capacity is in short supply, and orders are full. It is rumored that some of the orders for advanced packaging spilled over to Intel's Malaysian factory, with partial production capacity cooperation to serve major customers and break past ecosystem practices. In addition to being beneficial to TSMC's advanced manufacturing process shipments, legal entities are also optimistic. Supply chains such as Sun Moon Light Investment Control, carrier board leaders Xinxing, and Jia Deng Group, which overlap with the two major companies, are expected to be sold out simultaneously. The industry pointed out on August 18 that the global advanced packaging production capacity bottleneck is that the late-stage release rate is lower than that of the pre-production process. It is expected that TSMC will be happy to see the results of more suppliers adding later production capacity, which can speed up shipments in the early stage process.