摩根士丹利：亚太地区人工智能供应链-推出我们 2026 年前的先进封装（CoWoS）预测

April 7, 2025 09:00 PM GMT Asia Technology | Asia Pacific M Idea AI supply chain: Introducing Our Pre-2026 CoWoS Forecast How TSMC decides to allocate its CoWoS capacity in 2026 will be a key catalyst for the global AI supply chain – but that is also tied to tariffs' impact on AI capex demand – both require tracking closely. We expect TSMC to bake in some conservatism for 2026 CoWoS capacity expansion: Around mid-May, TSMC shall make an early decision about its 2026 CoWoS capacity after receiving key custom ...