来源:内容来自Digitimes。据报道,台积电先进封装技术CoWoS的产能利用率仅为60%。这种供需失衡导致供应链混乱。台积电的CoWoS先进封装产能主要分布在台湾的多家晶圆厂。此外,位于南科园区的原群创光电AP8晶圆厂也正在进行扩建和改造。最新、规模最大的先进封装基地是嘉义 AP7 晶圆厂,计划容纳 8 个生产设施,但主要并非专注于 CoWoS。其中,P1 晶圆厂将专注于苹果的 WMCM ...
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