Dan Nystedt(@dnystedt):Rumor: TSMC plans to buy 2 plants in the Central Taiwan Science Park (CTSP) from AUO to expand CoWoS advanced packaging capacity, media report, citing unnamed industry sources. Negotiations are already underway and TSMC may pay over NT$30 billion (US$930M) for the plants, both near its Fab 15. The plants are both used for display panel manufacturing, one 7.5G and one 5G. Buying existing plants saves time ramping up CoWoS because these plants already have massive cleanroom space and a stable power supply. $TSM $NVDA $AMD $AVGO $GOOGL $AMZN #AUO #CoWoS #semiconductors

Dan Nystedt

@dnystedt

Former journalist, now financial analyst. Based in Taipei. Tweet mainly about semiconductors and Taiwan. Not investment advice. Views are my own.

参加 June 2009

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Dan Nystedt@dnystedt

2026.08.10 00:12

Rumor: TSMC plans to buy 2 plants in the Central Taiwan Science Park (CTSP) from AUO to expand CoWoS advanced packaging capacity, media report, citing unnamed industry sources. Negotiations are already underway and TSMC may pay over NT$30 billion (US$930M) for the plants, both near its Fab 15. The plants are both used for display panel manufacturing, one 7.5G and one 5G. Buying existing plants saves time ramping up CoWoS because these plants already have massive cleanroom space and a stable power supply. $TSM $NVDA $AMD $AVGO $GOOGL $AMZN #AUO# #CoWoS# #semiconductors#