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What changed, and what is the evidence.
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🗞️ Pulse first · 3 news posts
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What changed, and what is the evidence.
Oct 21, 2026 · Post · posted
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This.... https://t.co/LIhjmesDvo |
Morgan Stanley: our channel checks suggest that AMD's Venice CPU could go for full CoWoS-like packaging at ASE Group. $ASX $AMD |
AMD, TSMC and OSAT Channel Check: 1. AMD's AI GPU production (MI455/MI450) is expected to remain 100% at TSMC CoWoS in 2027. Production estimates land at a mid-point of 600k units for both SKUs next year per recent MS forecasts. 2. While… |
TSMC would take CoWoS from 130k wafers/month at end-2026 to 260k by end-2028, per Taiwanese media, expanding Arizona and AP7. Analysts put Intel's EMIB-T at 40k-45k CoWoS-equivalent in 2028; overflow already goes to Amkor, UMC and ASE.… |