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So, TSMC needs to fab 1.3M H200s in 2026
At 55 dies per wafer, they need to dedicate nearly 24,000 wafer starts
Allocating 3,000 WPM N4 capacity over 8 months should be enough
It will generate nearly $450M for TSMC (@ $18k per wafer)
The real bottleneck will be CoWoS-S capacity