黃仁勳：CoWoS技術先進，目前無其他選擇

愛集微

2025/05/21

5月21日，有媒體在英偉達全球媒體問答會上提問稱，在先進封裝方面，三星與英特爾也很積極發展自家的先進封裝技術，因此是否能選擇台積電CoWoS以外的方案？對此，英偉達CEO黃仁勳表示，CoWoS是非常先進的技術，「在目前除了CoWoS，我們無法有其他選擇」。黃仁勳稱，「沒有人比我們更努力去推動先進封裝的發展。」他表示自家的芯片面積比一般芯片大得多，甚至是兩倍大，並利用CoWoS先進封裝連結起來。此前...

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href=\"http://gu.qq.com/resources/shy/news/detail-v2/index.html#/?id=nesSN2025052117082394fdbf67&s=b\">網頁鏈接</a>\n\n</div>\n\n<div class=\"bt-text\">\n\n\n<p> 來源：<a href=\"http://gu.qq.com/resources/shy/news/detail-v2/index.html#/?id=nesSN2025052117082394fdbf67&s=b\">愛集微</a></p>\n<p>為提升您的閱讀體驗，我們對本頁面進行了排版優化</p>\n\n\n</div>\n</article>\n</div>\n</body>\n</html>\n","isBrief":false,"type":0,"news_type":1,"symbol":"LU1721428933.USD","symbol_name":"法巴全球經典環境基金RH MD Dis","start_time":0,"source_url":"http://gu.qq.com/resources/shy/news/detail-v2/index.html#/?id=nesSN2025052117082394fdbf67&s=b","article_id":"2537198988","we_media_id":null,"thumbnails":[],"rights":{"source":"tencent","url":"http://gu.qq.com/resources/shy/news/detail-v2/index.html#/?id=nesSN2025052117082394fdbf67&s=b","rn_cache_url":null,"customStyle":"body{padding-top:10px;}#news_title{font-weight:bold;#titleStyle#;}#news_description span{font-size:12px;#descriptionStyle#;}.footer-note{#statement#}","selectors":".mod-LoadTzbdNews, body","filters":".relate-stock, .hot-list, .recom-box, .wx-sou","directOrigin":true},"url":"https://stock-news.laohu8.com/highlight/detail?id=2537198988","pubTimestamp":1747818428,"columns":[],"sourceInfo":{"source_id":"tencent","name":"腾讯"},"weMediaInfo":null,"summary":"對此，英偉達CEO黃仁勳表示，CoWoS是非常先進的技術，「在目前除了CoWoS，我們無法有其他選擇」。黃仁勳稱，「沒有人比我們更努力去推動先進封裝的發展。」他表示自家的芯片面積比一般芯片大得多，甚至是兩倍大，並利用CoWoS先進封裝連結起來。2025年預計英偉達佔據CoWoS總需求的63%，表明其在採用CoWoS技術方面的領導地位。","collect":0,"end_time":0,"defaultTopTitle":"qq.com","property":[],"viewcount":null,"language":"zh","relate_stocks":{"LU1721428933.USD":"法巴全球经典环境基金RH MD Dis","LU2756315664.SGD":"ALLIANZ INCOME AND GROWTH \"AMI\" (SGDHDG) INC","LU1868836591.USD":"CT (LUX) I AMERICAN \"1U\"(USD) ACC","LU1066051811.HKD":"HSBC GIF GLOBAL EQUITY VOLATILITY FOCUSED \"AM2\" (HKD) INC","IE00BK4W5L77.USD":"HSBC GLOBAL FUNDS ICAV US EQUITY INDEX \"HC\" (USD) ACC","IE0034235303.USD":"PINEBRIDGE US RESEARCH ENHANCED CORE EQUITY \"A\" (USD) ACC","LU2360032135.SGD":"ALLSPRING GLOBAL 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\"ADC\" (USD) INC A","LU0708995401.HKD":"FRANKLIN U.S. OPPORTUNITIES \"A\" (HKD) ACC"},"translate_title":"Huang Renxun: CoWoS technology is advanced and there are currently no other options","themeId":null,"isJumpTheme":false,"ttsUrl":null,"symbols_score_info":{"NVIW.SI":0.6,"NVD3.UK":0.6,"NVDS.UK":0.6,"2NVD.UK":0.6,"NVDD":0.6,"NVDY":0.6,"NVDU":0.6,"SNVD.UK":0.6,"NVD2.UK":0.6,"NVDS":0.6,"TSM":0.9,"NVDA":1,"NVD":0.6,"3NVD.UK":0.6},"content_text":"5月21日，有媒體在英偉達全球媒體問答會上提問稱，在先進封裝方面，三星與英特爾也很積極發展自家的先進封裝技術，因此是否能選擇台積電CoWoS以外的方案？對此，英偉達CEO黃仁勳表示，CoWoS是非常先進的技術，「在目前除了CoWoS，我們無法有其他選擇」。黃仁勳稱，「沒有人比我們更努力去推動先進封裝的發展。」他表示自家的芯片面積比一般芯片大得多，甚至是兩倍大，並利用CoWoS先進封裝連結起來。此前行業調研機構semiwiki分析指出，台積電在中國台灣大舉擴充先進封裝產能，其中隨着英偉達需求推動，預估2025年 CoWoS月產能估計6.5萬片-7.5萬片，2026年估計月產9-11萬片。2025年預計英偉達佔據CoWoS總需求的63%，表明其在採用CoWoS技術方面的領導地位。（校對/李梅）","kind":"news","is_publish_news":true,"is_publish_highlight":false,"is_publish_live":false,"is_publish_wemedia":null,"editions":null,"column":"","sentiment":"0","news_tag":"","news_rank":0,"symbols":[],"gpt_button":0,"need_auth":false,"code":"91000000","status":"200"}}}