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RT NEWS: 👀 #TSMC’s #CoWoS crunch is reportedly sending some back-end packaging orders to #Intel Malaysia—a shift C.C. Wei has welcomed. ASE could...

What happened

TSMC is reportedly shifting some back-end packaging orders to Intel Malaysia due to CoWoS capacity constraints. C.C. Wei welcomed this diversification. Watch: This mitigates TSMC's immediate crunch but alters the competitive landscape for packaging capacity.

Impact and signal

High impactImpact score: 70/100

Affected components and suppliers

CoWoSEMIB-T

TSMC Intel ASEUnimicron

shortagecapacity-shifttsmcintelaseunimicron

Source and time

Source: TrendForce Official (Market Data) · 8/18/2026 · View original source

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RT NEWS: 👀 #TSMC’s #CoWoS crunch is reportedly sending some back-end packaging orders to #Intel Malaysia—a shift C.C. Wei has welcomed. ASE could...

What happened

Impact and signal

Affected components and suppliers

Source and time

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