TrendForce
A market-research firm covering memory, packaging, and component supply, cited for high-bandwidth-memory and cooling-component pricing and availability.
Current numbers
~120–140k wafers/monthTSMC CoWoS capacity in 2026, from ~75–80k wafers/month; +50–60k at OSAT partners (TrendForce, June 2026)
~$26BTrendForce forecast for the AI optical-transceiver market in the stated year
~50% / ~28%HBM supplier shares of 2026 bit output: SK hynix ~50% / Samsung ~28% / Micron the rest (TrendForce, March 2026)