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◆ TESSARA JULY 23, 2026 CoWoS packaging stays tight 60 OUT OF 100 +0.0% WoW · -10.5% vs 90d Tessara supply-tightness score for CoWoS advanced packaging, 0 to 100. Higher means scarcer. 60 65 70 Prior peak 73 Peak Breakout Jan '25 Mar '26 May '26 Jul '26 tessara.tech Source: Tessara world model

CoWoS packaging stays tight

CoWoS is the advanced packaging that fuses a GPU to its memory, and it has been a binding chokepoint of the AI build. Tessara scores how scarce it is, from 0 to 100, updated daily.
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