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英伟达更新路线图,台积电中枪?
随着AI的火热,CoWoS需求大增,这就推动台积电大幅扩充CoWoS。据经济日报在今年年初报道,台积电正积极提高 CoWoS 先进封装产能,预估 2025 年产能接近翻倍,达到每月 7.5 万片晶圆,而且因市场需求强劲,会在 2026 年继续提高产能 ...
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