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TSMC revives Longtan production hub for 1.4-nanometer process node and CoWoS advanced packaging, both globally sold out.

Confirms TSMC at maximum utilization across leading-edge nodes; CoWoS shortage constrains Nvidia/AMD GPU packaging; validates foundry as critical chokepoint.
Trade pressSlicast · August 10, 2026 · US · Source: Google News
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TSMC revives Longtan production hub for 1.4-nanometer process node and CoWoS advanced packaging, both globally sold out.

Confirms TSMC at maximum utilization across leading-edge nodes; CoWoS shortage constrains Nvidia/AMD GPU packaging; validates foundry as critical chokepoint.

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In-depth analysis
CommentaryTSMC Raises Prices and Extends Bookings to 2028 While First Signs of Structural Disruption EmergeCommentaryTSMC's 28nm Retreat: A Calculated Bet on AI-Era Silicon
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TSMC revives Longtan production hub for… · Slicast