台积电明年先进封装产能全面满载 日月光、京元电跟着旺

爱集微
Oct 13

AI、高性能计算(HPC)需求续强,不仅台积电明年先进封装产能全面满载,日月光投控、京元电等先进封装协力厂也迎来大单,同步忙着扩产。法人看好,日月光投控、京元电明年在英伟达、AMD等大客户订单挹注下,运营也将同步攀上高峰,均可望赚至少一个股本。业界指出,OpenAI开启的生成式AI浪潮,已成为当前科技业发展主轴,带动英伟达、AMD等大厂高性能计算订单动能爆发性成长,包括微软、Meta、亚马逊AWS...

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