$Taiwan Semiconductor Manufacturing(TSM)$ Just think about what this would imply for revenue: "... To address the massive demand from customers, TSMC is actively expanding its advanced packaging capacity. Industry sources cited by the report have estimated that by the end of this year, TSMC’s CoWoS monthly capacity could reach between 45,000 to 50,000 units, representing a significant increase from the 15,000 units in 2023. By the end of 2025, CoWoS monthly capacity is expected to reach a new peak of 50,000 units. ..." This will be the import piece of information next week, whether this will be still the case in context of outlook.
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