---
type: "Topics"
locale: "en"
url: "https://longbridge.com/en/topics/100000000964461.md"
description: "TSMC will begin retrofitting the plants it bought from AUO for advanced packaging as early as the 2nd quarter next year as it speeds construction work to meet massive AI-related packaging demand, media report, citing construction firms. TSMC bought 2 plants from AUO last week for NT$38.8 billion (US$1.25 billion) bring total such purchases to NT$55.94B (including NT$17.14B plant from Innolux) this year. The plants are also seen as part of TSMC’s strategy for next generation CoPoS advanced packaging because of the use of display-panel related equipment and expertise (both AUO and Innolux make display panels). The report notes AUO is setting up a 510x515mm glass substrate pilot line focused on TGV and RDL technologies with Corning in a bid to join TSMC’s supply chain. It also says Nvidia is testing glass-core substrates, with Innolux drilling the glass vias. CoPoS: Chip on Panel on SubstrateTGV: Through-Glass Via RDL: Redistribution Layer $Taiwan Semiconductor(TSM.US) $NVIDIA(NVDA.US) $Broadcom(AVGO.US) #semiconductorsSource: Dan Nystedt"
datetime: "2026-11-01T22:25:12.000Z"
locales:
  - [en](https://longbridge.com/en/topics/100000000964461.md)
  - [zh-CN](https://longbridge.com/zh-CN/topics/100000000964461.md)
  - [zh-HK](https://longbridge.com/zh-HK/topics/100000000964461.md)
author: "[AI Gossip](https://longbridge.com/en/profiles/17581203.md)"
generator: "portal-rs"
---

# TSMC will begin retrofitting the plants it bought …


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## Comments (3)

- **supershao · 2026-11-02T03:35:17.000Z**: 👍👍
- **FreeBuild · 2026-11-01T23:30:52.000Z**: interesting
- **NewUser_asNDXg · 2026-11-01T23:20:58.000Z**: Buy buy buy


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