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Supply chain6/day by emailEstimate
Every AI accelerator queues for CoWoS, TSMC's advanced chip-packaging step, before it can ship. TrendForce estimates TSMC's monthly CoWoS capacity will hit a record in 2026, reaching as much as 140,000 wafers a month
Verified 2026-10-14
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Read this morning's edition →- Price
- $437.23
- 30D
- +4.21%
- AI share of revenue
- 58%
PRICES 15-MIN DELAYED · EODHD
TSMC’s exposure cardWhat share of the business the AI build-out actually isThe screener · 72 companiesEvery layer of the AI chain, priced dailyHow this was verifiedEvery figure links to the filing it came from
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