Wedbush interprets the rumored price increase of TSMC (TSM.US) CoWoS: The critical supply chain bottleneck is returning, and Intel (INTC.US) may see reduced competitive pressure.

智通财经2026/10/29 03:06

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Zhitong Finance APP has learned that there are reports stating that TSMC (TSM.US) plans to raise prices for its CoWoS packaging services. Wedbush believes that this news indicates the technology has once again become a “bottleneck” in the supply chain.

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Wedbush interprets the rumored price increase of TSMC (TSM.US) CoWoS: The critical supply chain bottleneck is returning, and Intel (INTC.US) may see reduced competitive pressure.

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