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AI-driven Server CPU Demand

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Mizuho Raises TSMC CoWoS Capacity Forecasts 2026‑27

Mizuho lifts TSMC monthly CoWoS capacity forecast to 140k units for 2026 and 190‑200k for 2027, up from 120k and 170‑180k. Projected CoWoS units for Nvidia rise to 1.005 million by 2027, while MediaTe