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

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#