2026 年 CoWoS 产能扩张：台积电 3 纳米产能提升后跟进-2026 CoWoS Expansion to Catch Up After TSMC's 3nm Capacity Increase

| M | | | | --- | --- | --- | | | | Idea | | November 17, 2025 02:13 PM GMT | | | | Greater China Semiconductors Asia Pacific | Morgan Stanley Taiwan Limited+ | | | | Tiffany Yeh | | | | Equity Analyst | | | 2026 CoWoS Expansion to | Tiffany.Yeh@morganstanley.com | +886 2 7712-3032 | | | Charlie Chan Equity Analyst | | | Catch Up After TSMC's 3nm | Charlie.Chan@morganstanley.com | +886 2 2730-1725 | | | Daniel Yen, CFA | | | | Equity Analyst | | | Capacity Increase | Daniel.Yen@morganstanley.com | +886 2 27 ...