AI Prediction Index

One prediction, on the record

“From last year to this year, we have more than doubled [CoWoS capacity]. And as I said, from this year to next year, we want to double again, or probably we want to [do] more.”

Chairman and CEO, TSMC

Said Jul 18, 2024Deadline Dec 31, 2025TSMC Q2 2024 earnings call transcript, July 18, 2024

TSMC roughly doubled CoWoS capacity again in 2025 — industry trackers put monthly capacity near 70,000–75,000 wafers by year-end, versus roughly 35,000–40,000 in 2024 — while demand continued to outstrip supply.