"I hope in 2025 or 2026 we can reach the balance," mused Wei.
Wei confirmed that the CoWoS packaging capacity was still the bottleneck; the company has doubled it this year, and plans to double it again next year.
TSMC is working with overseas partners to increase supply, build plants in Arizona and Japan, and dismissed the impact of Trump's comments on their plans.
Trump's comments on Taiwan led to an 8% drop in TSMC's share price on NYSE; Morgan Stanley pointed out Trump's concern over the US losing chip business to Taiwan.
Collection
[
|
...
]