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
~1M wafersTSMC CoWoS 2026 demand ~fully booked; NVIDIA holds ~50–60% of allocation
~110–130k wpmTSMC CoWoS capacity ramping to year-end 2026, from ~13k/mo end-2023 — the true accelerator-supply gate
2027TSMC A16 Super Power Rail (BSPDN) volume target, slipped to 2027 in TSMC's Apr-2026 roadmap; Samsung SF2Z also 2027; Intel 18A PowerVia shipping (Panther Lake)