2026 CoWoS allocation as reported: NVIDIA ~595k wafers (~60%), Broadcom ~150k (~15%), AMD ~105k (~11%), implying roughly one million wafers allocated
~1.0M wafersestimate
| Value kind | estimate — Interpret this value according to its displayed kind, scope, source, and as-of date. |
|---|---|
| Scope | Reported allocation shares; allocation is contractual and the total is implied from the NVIDIA share. |
| As of | 2026-05 |
| Source | Tom’s Hardware, The custom AI ASIC state of play (May 2026), 21 May 2026: Nvidia has secured roughly 60% of CoWoS allocation (c. 595,000 wafers), Broadcom about 15% (c. 150,000 wafers), and AMD approximately 11% (c. 105,000 wafers). · TSMC / CoWoS allocation paragraph |
| Review | checking…review by 2027-03-08 · standard cadence |
| Recorded changes | last 2026-09-16 |
| Claim id | p2b-7-7-cowos-allocation-2026 |
Where the guide uses it
← Full numbers register — every date-stamped figure in the guide, with revision history.