The CODEW Semiconductor Watch: AMD's Data Center Surge, HBM Memory Boom, TSMC's CoWoS Expansion, and the Rise of Custom AI Silicon The CODEW Semiconductor Watch: AMD's Data Center Surge, HBM Memory Boom, TSMC's CoWoS Expansion, and the Rise of Custom AI Silicon Reviewed by Erwin Castro on Wednesday, August 05, 2026 Rating: 5