TSMC’s earnings are drawing attention to the AI chip supply chain, with CoWoS capacity expansion viewed as supportive for Amkor Technology (AMKR). According to PANews, Nvidia is shifting toward higher-power liquid-cooling solutions, and power constraints are creating potential opportunities for companies such as NRG.
The report also said high-bandwidth memory (HBM) prices have surged, while risks of a multilayer ceramic capacitor (MLCC) shortage are increasing.
AI TRENDS | TSMC Earnings Spotlight CoWoS Expansion, Nvidia Liquid Cooling Shift, and HBM Price Surge
2026-07-06 09:54:43
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