公众号记得加星标⭐️,第一时间看推送不会错过。来源:内容编译自substack。伯恩斯坦证券预测,随着AI芯片用CoWoS需求的爆发,台积电今年先进封装营收有望占总营收的10%,超越日月光,成为全球最大封装供应商。此外,上个月的台积电2025技术研讨会首次披露了CoWoS技术的下一步发展,这将引发一场新的技术革命和激烈的跨行业竞争。此次台积电技术研讨会的最大亮点,并非最新14A(1.4纳米)制程的...
Source Link公众号记得加星标⭐️,第一时间看推送不会错过。来源:内容编译自substack。伯恩斯坦证券预测,随着AI芯片用CoWoS需求的爆发,台积电今年先进封装营收有望占总营收的10%,超越日月光,成为全球最大封装供应商。此外,上个月的台积电2025技术研讨会首次披露了CoWoS技术的下一步发展,这将引发一场新的技术革命和激烈的跨行业竞争。此次台积电技术研讨会的最大亮点,并非最新14A(1.4纳米)制程的...
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