Competing companies are nowhere to be found now.

$Taiwan Semiconductor (TSM.US)$ According to Ctee's report, TSMC aims to increase its CoWoS supply capacity from the current monthly production of 0.036 million units to 0.09 million units by the end of next year to meet the Blackwell demand. With all the demand in the AI field concentrated on TSMC, a price increase for CoWoS is planned in order to meet the massive demand.