Data contracts / chart

CoWoS Packaging Capacity (TSMC)

TSMC CoWoS monthly capacity expansion with quarterly granularity from End 2023 through End 2026, tracking the AI chip packaging bottleneck from 13K to 125K+ wpm.

Coverage window
End 2023End 2026 (target) (7 rows)
Computed from the backing series at page-render time — never typed by hand.
History honesty
Observations recorded as published; no archive backfill flag on this series.
Cadence
Weekly — cost models recompute when inputs move (Monday refresh fleet, 11:00–12:30 UTC); values are stable between input changes.
Revision policy
Points change only through staged updates (market_data_staged_updates) with an audit log; the Pro export carries X-Corrections-Count.
Sources (source_name)
Silicon Analysts interpolation (2) · Nomad Semi (1) · TweakTown / Ctee (1) · SemiVision / SemiWiki (1) · GlobalSemiResearch (1) · Nomad Semi / SemiVision (1)
Known gaps
Known-gaps review pending — the coverage boundaries above are computed and current, but the curator’s qualitative gaps assessment has not been written yet. We state that rather than inventing one.
Access
Free API key
API: /api/v1/market-data/cowos-capacity
Machine-readable
/api/v1/catalog/cowos-capacity/contract