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TSMC Refutes CoWoS Order Cut Rumors, Reaffirms Production Expansion Plans
2025-01-16 /
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Author：小编
Taiwan Economic Daily reported on January 16 that during TSMC's investor conference, Chairman Mark Liu addressed concerns regarding rumored order reductions for CoWoS technology and a purported slowdown in production expansion. Liu clarified that these were mere rumors and assured that TSMC remains committed to expanding production to fulfill customer demand. Furthermore, industry experts emphasized that TSMC's CoWoS offerings are currently experiencing a supply shortage. The shift from CoWoS-S to CoWoS-L by some customers does not signify a reduction in orders, as the total capacity of CoWoS-L still falls short of meeting the escalating demand from the customer base.
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