1. TSMC is seeking land in Pingtung, Taiwan, for a new CoWoS advanced packaging plant to meet the surging demand for AI chips. 2. The company's CoWoS production capacity is reportedly in serious short supply, prompting the expansion. 3. TSMC aims to more than double its CoWoS production capacity this year and continue efforts into 2025 to close the supply-demand gap.

1. The article discusses the critical role of blank wafer suppliers in the semiconductor industry, highlighting their transformation of silicon sand into high-purity monocrystalline silicon wafers. 2. It explains the importance of silicon in the semiconductor industry, noting its semiconductor properties and the stringent purity requirements for electronic-grade silicon. 3. The article also addresses the current market dynamics, including the impact of the AI revolution on silicon demand and the challenges faced by GPU manufacturers in increasing performance within the reticle limit.