TSMC CoWoS Capacity Fully Booked; AI Chip Startup Etched Raises $700M at Doubled Valuation
Bubble signal: +2 · Overheating evidenceRelevance 85FundingGlobal
Source: 36Kr · Published 2026-08-19
Summary
TSMC's advanced packaging CoWoS capacity is in short supply with full orders, some spilling over to Intel's Malaysia plant, indicating strong AI chip demand. Meanwhile, AI chip startup Etched raised $700 million, doubling its valuation from $10.3 billion to $21 billion in a month, reflecting capital market frenzy for AI chips.
Bubble analysis
Etched's valuation doubling to $21 billion in a month, far exceeding its actual revenue, is a classic bubble signal; TSMC's full capacity indicates strong demand but may also fuel overinvestment.
#ai-chips#valuation#tsmc#etched
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