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CoWoS Production Capacity Projected to Surpass Estimates, JPMorgan Reaffirms 'Overweight' Stance on TSMC
1 week ago /
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Author：小编
JPMorgan has reaffirmed its 'Overweight' rating for Taiwan Semiconductor Manufacturing Company (TSMC), establishing a target price of NT$1,275. The investment bank anticipates that TSMC's CoWoS (Chip-on-Wafer-on-Substrate) production capacity will surge to 95,000 wafers monthly by the close of 2026, and escalate further to 112,000 wafers per month by the end of 2027. This projection significantly outstrips earlier forecasts. The primary drivers behind this expansion are the seamless advancement of capacity-building efforts at the AP8 facility, coupled with a mounting demand from key customers including NVIDIA, Broadcom, and AMD.
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