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.

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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.