人工智能供应链：台积电 CoWoS、Meta ASIC 和中国 GPU-Asia-Pacific Technology-AI Supply Chain TSMC CoWoS, Meta ASIC, and China GPU

October 8, 2025 09:56 PM GMT Asia-Pacific Technology | Asia Pacific AI Supply Chain: TSMC CoWoS, Meta ASIC, and China GPU The 2026 CoWoS capacity plan is under supplying, if key customers' demand is real. On the other hand, NVIDIA's RTX Pro 6000 (B40) forecast appears still on track from Chinese customers, suggesting inference demand is strong in China. TSMC's CoWoS demand upside: We sensed even stronger demand from AI semis at TSMC, for example for 3nm wafer demand from NVIDIA's Rubin GPU in 2H26 (see also ...