AI 供应链：台积电 CoWoS 产能扩张、ASIC 动态、亚洲实地考察-Asia-Pacific Technology-AI Supply Chain TSMC CoWoS Expansion; ASIC Dynamics; Asia Field Trip

December 1, 2025 10:37 PM GMT Asia-Pacific Technology | Asia Pacific M Idea AI Supply Chain: TSMC CoWoS Expansion; ASIC Dynamics; Asia Field Trip Our new CoWoS forecast implies a very strong AI semi growth in 2026 for both AI GPU and AI ASICs. NVIDIA's AI demand remains very strong: NVDIA's CoWoS-L capacity upward revision to 700k wafers echoes to MS analyst Joe Moore's new forecast for NVIDIA (link) to deliver on its US$500bn AI GPU revenue guidance through end-2026. Although not that meaningful to NVIDIA' ...