Industry Findings: Taiwan’s unique combination of leading-edge foundry capability and advanced packaging expertise makes it a linchpin for memory-attached accelerators; fab and packaging expansion plans in 2025 sharpen Taiwan’s role as a global supplier for HBM-dependent ASICs and multi-die assemblies, underpinning regional OEM sourcing strategies in Mar-2025.
Industry Progression: TSMC’s 2025 expansion roadmap and related packaging investments were publicly outlined in Mar-2025, signalling increased advanced packaging capacity and further integration with OSAT partners; the industry effect is clearer supply for multi-die and HBM-attached accelerators and shorter lead times for OEMs requiring high-bandwidth modules.
Industry Player Insights: The market comprises many players, and a small portion of them includes TSMC, MediaTek, UMC, and Acer Cloud Technology etc. Taiwan’s supplier ecosystem (TSMC/UMC/MediaTek/Acer Cloud Technology) uniquely couples foundry access with system integration; TSMC expansion plans in 2025 improve the path to scale for high-bandwidth accelerators and chiplet assemblies manufactured and tested within Taiwan’s supply base.