TSMC · Taiwan Semiconductor Manufacturing Company
The foundry that manufactures essentially all leading-edge AI logic and its advanced packaging, making its capacity the upstream gate on accelerator supply.
Current numbers
~120–140k wafers/monthTSMC CoWoS capacity in 2026, from ~75–80k wafers/month; +50–60k at OSAT partners (TrendForce, June 2026)
3.5× → 5.5× (2026) → 9.5× (dev)TSMC package roadmap: distinguish interposer reticle multiple from 100 × 100 mm substrate footprint
2027TSMC A16 Super Power Rail (BSPDN) volume production — slipped to 2027 from 2H 2026; Samsung SF2Z 2027; Intel 18A PowerVia shipping (Panther Lake)