Is delivery capacity expanding?
Advanced packaging capacity · Quarterly
CoWoS capacity outlook
Industry researchTSMC · year-end capacity · thousand wafers/month
Historical figures and forecasts reproduced as a research reference from GMM’s presentation, citing company data and Morgan Stanley Research. These are not TSMC-reported actual capacity, quarterly observations, or an index. Forecasts remain forecasts after their target date.
GMM investor conference · p. 4; Company data, Morgan Stanley ResearchPublished · 2026-08-12 · Reviewed · 2026-10-09
View reference values
| Year | Thousand wafers/month | Type |
|---|---|---|
| 2023 | 13 | Historical research figure |
| 2024 | 32 | Historical research figure |
| 2025 | 70 | Historical research figure |
| 2026 | 120 | Forecast |
| 2027 | 200 | Forecast |
Company disclosures
Dated plans and assessments; not measured capacity.
- Management assessment
Backend capacity remains constrained
Management described a continuing backend capacity shortage and a widening gap. This assessment is not a monthly CoWoS capacity figure or a quarterly capacity index.
TSMC 2Q26 earnings call · p. 17 - Expansion plan
Plan to double CoWoS capacity in 2025
The company said it was working to double CoWoS capacity in 2025. This records a target at that date, not its completion, and provides no absolute base for a quarterly index.
TSMC 1Q25 earnings call · p. 5
Sources reviewed · 2026-10-09
History: 0 observations · Awaiting data
Expansion plans, management assessments and commissioned capacity are tracked separately. Comparable quarterly capacity and an index base are not yet available, so no index is calculated. Supply-agreement values cannot substitute for capacity.
New observations from reports
Unverified report excerpts. This separate curve does not replace or extend the main chart above. See the main chart’s source label for its verification status.