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TSMC Foresees 2025 Sales to Mount 25% YoY This Yr, Denies CoWoS Order Cuts
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TSMC (TSM.US)’s CoWoS is rumored to have faced order cuts and slackened production expansion, according to multiple media reports. TSMC Chairman CC Wei clarified that it is a rumor, and that the company has continued to expand its production to cater the demand of its customers. In fact, the industry believed that TSMC's overall supply of CoWoS is still insufficient to meet demand, and that even if customers switch from CoWoS-S to CoWoS-L, it does not mean that they are cutting orders. The overall production capacity of CoWoS-L is deemed still insufficient to meet the increasing demand from the customer base. Besides, TSMC revealed that its first wafer fab in Arizona will begin 4nm mass production in the fourth quarter, and its second and third fabs are already on track. TSMC plans to launch A16 technology in Arizona in the future, with mass production of A16 scheduled for 2H26. The Japanese fab started mass production at the end of 2024 with stellar production. Mass production of 2 nm wafers is slated for 2H25. AAStocks Financial News |
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