TSMC packaging shift could boost AMD CoWoS share and trim Nvidia's allocation

DIGITIMESAugust 26, 2026en

Morgan Stanley said TSMC's advanced packaging allocation is expected to shift in 2027, as processor demand tied to agentic AI lifts AMD's CoWoS usage and reduces Nvidia's share. The report, cited by Wccftech , attributed the shift to TSMC's rising capacity amid expanding industry-wide demand.

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