TSMC to Double Chip Packaging Capacity Amid AI Demand Surge
Driven by demand from tech giants, Taiwan Semiconductor Manufacturing Company plans significant expansion in advanced chip production by 2025.
- TSMC's CoWoS advanced packaging is experiencing unprecedented demand, particularly from AI chip manufacturers like Nvidia.
- The company plans to double its production capacity by 2025, with Nvidia expected to utilize over half of this capacity.
- TSMC's Arizona plant has achieved 4% higher yields than its Taiwan facilities, boosting confidence in its international expansion.
- The company's CEO forecasts that AI chips will triple in revenue contribution, accounting for a mid-teens percentage of total revenue in 2024.
- TSMC's expansion efforts are critical to meeting the growing needs of AI technology, with significant investments in the U.S., Japan, and Europe.