Companies in Foundry Capacity
3 active companies tracked.
L4
Intel Foundry
Intel's contract foundry courting AI-chip customers as a TSMC second source.
L4
Samsung Foundry
Logic foundry absorbing AI-chip overflow demand as TSMC saturates.
L3
TSMC
CoWoS advanced packaging — the constrained step for AI accelerator + HBM integration. CoWoS-S / -L / -R / SoIC capacity expansion is the most-tracked supply-side number in 2026 AI infrastructure.