TSMC will significantly expand SoIC production capacity to meet customer demand

With the widespread use of the M5 chip, TSMC is expected to significantly expand its SoIC production capacity to meet the strong demand of Apple and other potential customers. This trend will not only promote TSMC's continued innovation in the field of advanced packaging technology, but also promote the development and prosperity of the entire semiconductor industry chain. According to Morgan Stanley's forecast, Apple plans to mass-produce the M5 chip in the second half of next year. This schedule not only demonstrates Apple's firm confidence in the future development of AI technology, but also indicates that an AI server performance revolution led by the M5 chip is about to come.