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![VcircleFuture Avatar](https://lunarcrush.com/gi/w:24/cr:twitter::1748036376808034304.png) V.C.F. [@VcircleFuture](/creator/twitter/VcircleFuture) on x XX followers
Created: 2025-07-29 03:39:42 UTC

👀 New data just dropped:
Total CoWoS wafer demand (across all customers):

2024e: 370k
2025e: 670k → +81% YoY
2026e: 1,000k → +49% YoY

$NVDA $AMD $AVGO $INTC $MRVL $AMZN

![](https://pbs.twimg.com/media/Gw_sp53bUAIkIGU.png)

XXX engagements

![Engagements Line Chart](https://lunarcrush.com/gi/w:600/p:tweet::1950038496858820846/c:line.svg)

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[Post Link](https://x.com/VcircleFuture/status/1950038496858820846)