$TSM Catalyst Posts
October 19, 2025Single-day social intelligence recap and verified catalyst posts · ← Back to $TSM Profile · Market Rankings
💬 Curated Viral Posts & Community Evidence
1 source posts analyzed· 2025-10-19T11:32:36+00:00KGI: According to our recent check, demand for $TSM CoWoS in 2026 has become even stronger compared with two weeks ago, mainly driven by $NVDA. We estimate $TSM's CoWoS monthly capacity will expand from 70,000 wafers at the end of 2025 to 115,000 wafers by the end of 2026