➀ Taiwan's specialty chemical sector is expected to benefit from TSMC's expansion, with local suppliers seeing increased demand for materials. ➁ Companies like Nan Pao, Sunlux, and Jie Liu Fa have already reported strong earnings, with more expected to follow. ➂ The integration into TSMC's CoWoS advanced packaging process is set to further boost these companies' profits, with estimates showing significant EPS increases for the next two years.
Related Articles
- IDC’s Semiconductor Trends For 20257 months ago
- Broadcom unveils gigantic 3.5D XDSiP platform for AI XPUs — 6000mm² of stacked silicon with 12 HBM modules7 months ago
- TSMC Plans Price Hike: 3nm Up 5%, CoWoS Up 20%!9 months ago
- [New] TSMC and SPIL Unveil New Advanced Node and CoWoS Expansion Efforts in Taiwan9 months ago
- TSMC's CoWoS Capacity Doubles for Two Years, Still Insufficient—Positive Outlook for Suppliers9 months ago
- TSMC suspends CoWoS fab construction because of archeological findingsabout 1 year ago
- TSMC's work on CoWoS advanced packaging halted in Taiwan after archaeological ruins foundabout 1 year ago
- TSMC's quarterly sales hit a record $30 billion — contract chipmaker plans over 15 new fabs to meet still-growing AI demand2 days ago
- My Thoughts About Those June Retail Sales2 days ago
- TSMC Q2 profit up 60% y-o-y3 days ago