NuAxiSemiconductor trade intelligence
AI demand is surging, and TSMC is scaling both engines to keep up, with Taiwan as the main stage. 🇹🇼⚡ 🔹 Advanced Node: 2nm ramping now, 3nm ...
What happened
TSMC 3nm capacity remains tight while CoWoS and SoIC capacity CAGR exceeds 80% and 90% respectively, driven by surging AI demand.
Impact and signal
High impactImpact score: 90/100
Affected components and suppliers
3nmCoWoSSoIC
shortagecapacity-expansionAI-demand
Source and time
Source: TrendForce Official (Market Data) · 6/24/2026 · View original source
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