摩根士丹利上调了对台积电先进封装(CoWoS)产能的预期,预测为匹配3nm芯片产量的增长,CoWoS产能到2026年底需要扩张超过20%。这一调整凸显了人工智能需求带来的巨大供应链压力。 据追风交易台消息,根据摩根士丹利分析师Tiffany Yeh等人在17日发布的研究,该行目前预计台积电的CoWoS月产能将达到至少12万至13万片,高于此前预估的10万片。这一显著上调是基于该行最新的行业调查。 ...
Source Link摩根士丹利上调了对台积电先进封装(CoWoS)产能的预期,预测为匹配3nm芯片产量的增长,CoWoS产能到2026年底需要扩张超过20%。这一调整凸显了人工智能需求带来的巨大供应链压力。 据追风交易台消息,根据摩根士丹利分析师Tiffany Yeh等人在17日发布的研究,该行目前预计台积电的CoWoS月产能将达到至少12万至13万片,高于此前预估的10万片。这一显著上调是基于该行最新的行业调查。 ...
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