Sourced evidence
TSMC CoWoS capacity ~130k wafers/month end-2026, doubling by 2028 (reported)
TrendForce (Sept 14, 2026), citing Wccftech and Economic Daily News: CoWoS capacity could double from roughly 130,000 wafers/month by end-2026 to 260,000 by end-2028; analysts estimate Intel EMIB-T at 15-20k CoWoS-equivalent wafers/month in 2027. Reported estimate, not a TSMC disclosure. Source extract: "CoWoS capacity could double from roughly 130,000 wafers per month by end-2026 to 260,000 by end-2028."
- Type
- Research
- Published
- September 14, 2026
- Confidence
- 70/100
- Filed under
- NVIDIA
Cite this
InsightNodes, "TSMC CoWoS capacity ~130k wafers/month end-2026, doubling by 2028 (reported)" (NVIDIA). Source: TrendForce (citing Economic Daily News / Wccftech), September 14, 2026, https://www.trendforce.com/news/2026/09/14/news-tsmc-reportedly-targets-22-2nm-16-3nm-capacity-boost-by-mid-2027-cowos-to-double-by-2028/. https://insightnodes.com/claims/e/nvidia-analyst-cowos-capacity-130k-2026 (accessed October 29, 2026).
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