TSMC CoWoS capacity ~fully booked for 2026 (~1M wafers/yr run-rate); NVIDIA holds ~50–60% of allocation

Name: TSMC CoWoS capacity ~fully booked for 2026 (~1M wafers/yr run-rate); NVIDIA holds ~50–60% of allocation
License: https://aidatacenterguide.com/terms#intellectual-property

~1M wafersobserved

Value kind	observed — Reported measurements, counts, and specifications keep the precision and scope stated by their source; an exact specification is not treated as a range.
As of	2026
Source	SemiAnalysis / Silicon Analysts
Review	checking…review by 2026-07-29 · standard cadence
Recorded changes	last 2026-06-29
Claim id	tsmc-cowos-2026-demand-fully-booked-nvidia

Where the guide uses it

2.3 Long-Lead Procurement & the End-to-End Equipment Supply Chain

← Full numbers register — every date-stamped figure in the guide, with revision history.