TSMC monthly CoWoS capacity reported for 2026 (from ~75–80k wafers/month), plus ~50–60k wafers/month at OSAT partners
~120–140k wafers/monthestimate
| Value kind | estimate — Interpret this value according to its displayed kind, scope, source, and as-of date. |
|---|---|
| Scope | Analyst-reported capacity, not a buyer allocation; TSMC discloses only relative growth. |
| As of | 2026-06 |
| Source | TrendForce news, 15 June 2026 (citing industry reports): TSMC’s monthly CoWoS capacity could reach a record 120,000 to 140,000 wafers in 2026, plus 50,000 to 60,000 wafers of new capacity from OSAT partners; the CoWoS supply-demand gap is expected to narrow from around 20% to about 10% by the end of 2026. · Capacity and supply-demand-gap paragraphs |
| Review | checking…review by 2027-03-08 · standard cadence |
| Recorded changes | last 2026-09-16 |
| Claim id | p2b-7-7-cowos-capacity-2026 |
Where the guide uses it
← Full numbers register — every date-stamped figure in the guide, with revision history.