June 30, 2025 09:00 PM GMT Global Technology AI Supply Chain: Semis Field Trip – Key Takeaways TSMC's 2026 CoWoS capacity is growing > 30% Y/Y, psoitive for both the Nvidia and AI ASIC supply chains. On the other hand, B30 GPU shipments to China will be a wild card for China's AI capex. Over the past week, our global semis team met with ~20 corporate and AI industry experts in the AI supply chain in Taiwan and Beijing. We also met investors there to get a sense of market sentiment. In general, investors are ...