[organization: TSMC's monthly CoWoS production capacity is expected to reach 20, 000 pieces by the end of 2024] Science and Technology Innovation Board Daily reported on the 14th that TSMC's main customers have benefited from rising demand for generative AI, and research institutions expect to greatly expand CoWoS production capacity from the second half of the year to 2024, and monthly production capacity will double. Zhan Jiahong, semiconductor industry analyst at Morgan Stanley Securities, pointed out that according to the industry survey conducted by Morgan Stanley, TSMC has expanded its CoWoS production capacity from 10, 000 to 12000 per month, and Nvidia's demand accounts for about 40% of this production capacity. 50%. Kaiji Investment further predicts that TSMC's monthly CoWoS production capacity will reach 16000 in mid-2024 and will reach 20, 000 by the end of 2024, with the main expansion schedule concentrated in 2024.