TSMC CoWoS Development Trend
CoWoS-S, CoWoS-R, CoWoS-L, Who will be the mainstream in the future?
We can see CoWoS-S shows a significant decrease from 68% in 2024 to 30% in 2026. CoWoS-L experiences strong growth, rising from 24% in 2024 to 65% in 2026. CoWoS-R remains relatively low and declines slightly over time, from 8% in 2024 to 5% in 2026.
CoWoS Distribution in 2024E, 2025E and 2026E