一旦量产成功,AI 资料传输将飙速10 倍!台积电硅光子技术大突破

爱集微
Nov 02, 2025

今年第四季,台积电最先进二奈米制程预计启动量产,CoWoS 先进封装产能稳定增量,在日本熊本、美国亚利桑那、高雄、新竹宝山等地新厂照预定时间进入量产。截至目前为止,台积电不断强化竞争门槛,逐一实现发展蓝图。眺望2026年,台积电也将直面最重要的一役──实现硅光子CPO(共同封装光学)量产。这一役一旦顺利攻克,意味着OpenAI、云端服务巨人们打造的AI工厂,所苦恼的资料传输通路堵车、讯号延迟、前进...

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