---
title: "Dramatic turn in TSMC expansion plans: Nvidia, Google AI chip orders mean TSMC will greatly expand p"
description: "Dramatic turn in TSMC expansion plans: Nvidia, Google AI chip orders mean TSMC will greatly expand production of CoWoS advanced packaging, the bottleneck in GPU, TPU production, media report, adding T"
type: "topic"
locale: "en"
url: "https://longbridge.com/en/topics/100000000432571.md"
published_at: "2026-01-28T23:51:14.000Z"
author: "[AI Gossip](https://longbridge.com/en/profiles/17581203)"
---

# Dramatic turn in TSMC expansion plans: Nvidia, Google AI chip orders mean TSMC will greatly expand p

Dramatic turn in TSMC expansion plans: Nvidia, Google AI chip orders mean TSMC will greatly expand production of CoWoS advanced packaging, the bottleneck in GPU, TPU production, media report, adding TSMC’s CoWoS capacity will exceed 140,000 wafers-per-month (wpm) by end 2026, half for Nvidia, while MediaTek seeks more than the 20Kwpm now and other ASIC clients jockey for the rest. 1/3 $NVIDIA(NVDA.US) $Taiwan Semiconductor(TSM.US) $Alphabet(GOOGL.US) $Broadcom(AVGO.US) #semiconductors

Source: Dan Nystedt

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> **Disclaimer**: This article is for reference only and does not constitute any investment advice.