台积电CoWoS,前途未卜

半导体行业观察
Apr 10, 2025

如果您希望可以时常见面,欢迎标星收藏哦~来源:内容来自工商时报,谢谢。AI供应链遭受美国总统川普对等关税、几乎全线重挫,摩根士丹利证券半导体产业分析师詹家鸿提出,台积电2026年CoWoS产能分配将成全球AI供应链重要催化剂。高盛证券考量供应链限制与地缘政治双变数,下修CoWoS出货量,并调整产能预估,在台积电法说会前,增添基本面话题性。高盛证券考虑到下游ODM厂AI服务器机柜供应限制疑虑不止,...

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