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Friday · 3 October 2026

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Executive summary

Cooling activity is nudging central banks toward easier policy.

Live intelligence

High importanceLong-term trendImpact scope: GlobalTechAI

TSMC to double CoWoS packaging capacity by 2027

TSMC announced plans to double its CoWoS advanced packaging capacity due to strong AI accelerator demand, expected to remain sold out through 2027.

AI capex by spender2026 guidance, USD bn
Impact scope
High impact: Global
Impact scope: GlobalGlobal
  • Global80
  • Asia-Pac70
  • W. Europe30
  • N. America20
  • E. Europe10
  • LatAm10
Impact analysis
Who does this story affect?

What does this change for companies?

AI capex boom tightens chip and power supply; adopters gain productivity.

+39Strong tailwind
HeadwindTailwind
  • Chip lead times+5 weeksNegative
  • Productivity gain+1.8%Positive
  • Data-centre powerConstrainedNegative

Winners & losers

Impact over time

  1. Now+24
  2. 3 months+39
  3. 12 months+53

What to do

  • Secure GPU and cloud capacity early
  • Pilot AI in two core workflows
  • Plan for higher power costs
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Summary

TSMC announced plans to double its CoWoS advanced packaging capacity due to strong AI accelerator demand, expected to remain sold out through 2027.

  • Announced plan to double CoWoS packaging capacity by 2027
  • Cited strong AI accelerator demand keeping capacity sold out through 2027
Story timeline
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  1. Now reading

    TSMC to double CoWoS packaging capacity by 2027

  2. What followed

Discussion4

  • MK
    Marta KowalskaMortgage analyst14 min ago

    The borrower savings figure is the real headline here. Variable-rate households will feel this within two billing cycles.

    • DO
      Daniel Ortega9 min ago

      Only if banks pass it through quickly. Last cycle the lag was closer to four months.

      • MK
        Marta KowalskaMortgage analyst6 min ago

        Fair point — competition is tighter this time, so I expect a faster pass-through.

  • LF
    Lena Fischer22 min ago

    Would love a follow-up on how this interacts with the złoty. The rate gap story feels underpriced.

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