Morgan Stanley forecasts 2.694 million CoWoS units demand in 2027, with AMD CPU joining advanced packaging.

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Morgan Stanley forecasts 2.694 million CoWoS units demanded in 2027, a 93% increase from 2026, as global crypto policies shape on-chain developments. NVIDIA leads with 1.222 million units (45%), while AMD’s demand surges 308% to 530,000 units. AMD’s Venice CPU will utilize CoWoS packaging, with 6.75 million units expected in 2027. Google’s TPU Sunfish will ship 960,000 units in Q4 2026, and NVIDIA’s Blackwell inventory is projected to be fully absorbed by 2026.

ME AI message, according to Chaoxiang Research, Morgan Stanley’s July 8 AI supply chain report forecasts that global CoWoS demand will reach 2.694 million units in 2027, a 93% increase from 2026. NVIDIA remains the largest customer (1.222 million units, accounting for 45%), while AMD’s demand is expected to surge 308% (from 130,000 to 530,000 units), with the MI455 (1 million units) and MI450 (500,000 units) serving as the main products in 2027. AMD’s Venice CPU will adopt CoWoS packaging for the first time, with projected shipments of 6.75 million units in 2027. CoW production will be handled by ASE/SPIL, Amkor, and Powerchip, marking a significant expansion of CoWoS from AI accelerators to server CPUs. Google’s TPU Sunfish is expected to ship 960,000 units annually, concentrated in Q4 2026. NVIDIA’s Blackwell inventory has been clarified as supply chain buffer stock, fully absorbed within 2026, with Rubin shipments nearing 7 million units in 2027. (Source: MLion)

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