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Report
AI ASIC Outlook: Broadcom CoWoS Demand Revised Upward, Driven by Google TPU Scale
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December 7, 2025

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Category

Industry

Semiconductors

Service

Premium

Report Type

Report

Time Period

Other

Author

David Wu

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David Wu is a Research Associate at Counterpoint Research in Taiwan, dedicated to foundry and semiconductor research, providing insights into market trends and key industry developments. Prior to joining Counterpoint Research, he gained experience in Deal Advisory, Private Equity, and TMT Corporate Banking, where he built a solid foundation in industry research and financial analysis. David Wu holds a double bachelor’s degree in Accounting and International Business from National Chengchi University.