#capacity analysis

Tagged capacity analysis · show all articles

A silicon interposer caught part-seated on a CoWoS packaging stage under a bonding head, with a queue of finished dies waiting on a rack behind it, framed to show the packaging step as its own distinct manufacturing stage

CoWoS, Not the Transistor: Why Packaging Capacity Caps the 2026 AI Accelerator Supply

Every AI accelerator headline is about the die. The actual ceiling on how many of them the world can build in 2026 sits one manufacturing step later, in a packaging process most coverage never names.

By Brecht Corbeel · August 10, 2026 · 4 min read

A power-capacity deployment schedule pinned to a bright project- office wall, spanning multiple years, a marker caught circling the current phase among several later, still-unbuilt phases

AI Hardware & Semiconductors

Inside OpenAI's 10-Gigawatt Broadcom Deal: A Quantitative Look

OpenAI's custom-accelerator agreement with Broadcom is larger than any other single deal in this cohort by power commitment. This briefing works through the numbers, the timeline, and what building at this scale actually requires.

By Brecht Corbeel · August 10, 2026 · 4 min read

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