Recent reports indicate that TSMC's current advanced packaging capacity is fully booked, with NVIDIA securing more than half of the available allocation for the coming year. TSMC's CoWoS (Chip-on-Wafer-on-Substrate) packaging technology has garnered significant industry favor. However, due to the escalating packaging demands that far outpace TSMC's current production capabilities, the company has opted to outsource a portion of its orders to fellow Taiwan-based enterprises, namely ASE (Advanced Semiconductor Engineering) and SPIL (Siliconware Precision Industries), in an effort to alleviate the mounting pressure.
