Impact of TSMC's CoWoS expansion plans
TSMC's CoWoS expansion plans are expected to have a significant impact on the industry. The company's suppliers, including GPTC and Scientech, are already benefiting from the growth in demand for CoWoS equipment, and it is likely that they will continue to do so as the CoWoS segment expands.
The growth of the CoWoS segment is driven primarily by the increasing demand for high-performance computing and AI components. Major AI players are relentlessly driving demand for cutting-edge chips with advanced packaging, and TSMC's CoWoS technology is well-positioned to meet this demand.