The Era of Heterogeneous Integration Approaches: Who Shall Dominate the Advanced Packaging Field?

“It is not the shortage of AI chips, it is the shortage of our CoWoS capacity,” replied TSMC Chairman Mark Liu during an interview in September last year, propelling this technology that TSMC had quietly cultivated for over a decade into a global spotlight.

As per a report from TechNews, the hardware demand sparked by generative AI has also led to “advanced packaging” becoming not only a hot keyword pursued by global investors but also a prominent feature of the semiconductor industry. From foundries and memory manufacturers to OASTs, all are actively involved in the research and capacity expansion of advanced packaging technologies.

TSMC, the leading force in the advanced packaging market, has repeatedly emphasized its efforts to expand capacity during its earnings call, including capacity expansions in Zhunan and Hsinchu, and even the possibility of constructing advanced packaging facilities in Chiayi.

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