Trade Whisperer(@TradexWhisperer):$TSM $ASX $AMKR CoWoS capacity doubles again by 2028e. 18k wpm in 2023. 370k wpm by 2028e. That's ~20x in five years. And TSMC can't carry it alone. The non TSMC slice (Amkor, ASE, UMC) grows to roughly 110k wpm by 2028e, nearly a third of the market.

Trade Whisperer

@TradexWhisperer

Published $MU Bargain Thesis at $62. $PLTR $21. $RKLB $10. $SNDK $214. Memory Engineer. Data Scientist. Founder of Blue Pink Candles. Masters 🎓 @UofIllinois

参加 February 2012

152 フォロー中 144K ファン

Trade Whisperer@TradexWhisperer

2026.09.25 18:50

$TSM $ASX $AMKR CoWoS capacity doubles again by 2028e. 18k wpm in 2023. 370k wpm by 2028e. That's ~20x in five years. And TSMC can't carry it alone. The non TSMC slice (Amkor, ASE, UMC) grows to roughly 110k wpm by 2028e, nearly a third of the market.