TSMC (2330-TW) (TSM-US) The advanced packaging plant AP6 of Zhunan Plant is expected to start mass production in the third quarter of this year, which will be the world ’s first large-scale mass production plan for 3D packaging. The demand for packaging-related equipment is booming, and related companies such as Wanrun (6187-TW), Xinyun (3583-TW), and Hongsu (3131-TW) maintained high-end orders in the first half of the year. TSMC’s capital expenditure this year is estimated to reach US$40-44 billion, a new high over the years. It is expected that 10% of it will be used for advanced packaging. For equipment manufacturers,…