H200 data center graphics processing units (GPUs)
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Prediction: This Will Be TSMC's Stock Price in 2026
Yahoo Financeยท 2025-12-18 14:27
That points toward a terrific increase of around 66% from TSMC's current CoWoS capacity of 75,000 wafers. Importantly, the higher capacity that TSMC is set to bring online throughout next year is said to be fully booked out, as reported by market research firm TrendForce. This isn't surprising as the foundry giant needs to fulfill orders for AI and high-performance computing (HPC) chips from companies like Nvidia (NASDAQ: NVDA), Amazon , MediaTek, Google, and others.The first major reason why TSMC's growth ...