Key Question: Will the CoWoS Process Be Included at the Nanke AP8 Fab?
• Advanced packaging plants are currently under construction across Taiwan.
• TSMC’s monthly CoWoS production capacity is expected to reach 70,000 wafers by the end of 2025 and 90,000 wafers by the end of 2026. The key question is whether the AP8 Fab in Nanke will be included in this expansion.
• According to the supply chain, the AP8 Fab is expected to be gradually completed by the end of 2025. Based on the estimated size of the new plant, its monthly production capacity is projected to reach 40,000 to 50,000 wafers.
• Based on this, it is inferred that TSMC will utilize the secured site not only for CoWoS but also to establish production capacities for SoIC, CP, and FoPLP.

Source: Industrial and Commercial Times