AI computing power demand remains strong! Taiwan Semiconductor's CoWoS capacity is expected to increase by 33% in 2026
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Taiwan Semiconductor expects its CoWoS capacity to grow by more than 30% year-on-year in 2026, reaching 90,000 to 95,000 wafers, which is good news for NVIDIA and the AI ASIC supply chain. Although there is uncertainty regarding the shipment of B30 GPUs to mainland China, which may affect AI capital expenditures in China, the outlook for the cloud semiconductor market is strong. Alchip has been identified as the sole supplier of Trainium3 XPU, and its revenue is expected to grow significantly in 2026
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