传台积电CoWoS订单被砍

爱集微
Mar 03, 2025

英伟达公布第四财季营收后,供应链透露,英伟达再砍单CoWoS先进封装,且先前洽谈的CoW(Chip on Wafer)前段封装制程委外订单,最终未达共识。法人分析,台积电先进制程产能利用率仍接近满载,甚至高于年初产量,但随英伟达前代Hooper GPU生命周期进入尾声,总订单量可能逐渐减少,有待下一代产品GB300推出提升需求。台积电在3月2日对此传闻不予回应。一位封测供应链人士指出,近期台积电...

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