Robuta

https://www.digitimes.com/news/a20251210PD218/tsmc-cowos-capacity-nvidia-equipment.html TSMC expands CoWoS capacity with Nvidia booking over half for 2026-27 Dec 10, 2025 - Semiconductor equipment suppliers reveal that TSMC and non-TSMC players, including ASE, Amkor, and UMC, are accelerating the expansion of advanced packaging... tsmc expandscowoscapacityhalf https://www.digitimes.com/news/a20250417PD202/tsmc-arizona-taiwan-ai-server-supply-chain.html Taiwan's AI server supply chain strains under pressure as TSMC expands US commitments Apr 17, 2025 - Taiwan's tech giants are grappling with rising costs and logistical hurdles as they follow TSMC into the US, responding to pressure from Washington to localize... supply chaintaiwanserver https://www.digitimes.com/news/a20260116PD206/tsmc-testing-packaging-arizona-gigafab.html Packaging and testing cluster expected to emerge as TSMC Arizona GigaFab expands Jan 17, 2026 - During TSMC's first earnings call of 2026, CEO C.C. Wei said that key metrics at its Arizona fabs are approaching the level of advanced manufacturing in... tsmc arizonapackagingtesting