CoWoS 产能大幅上调!

印科技
5 hours ago

台积电AP8 厂提前爬坡以及来自英伟达与ASIC客户的需求激增,JPM指出台积电再次加速扩充CoWoS产能,目前预计2026 年底每月产能将达到10.5万片(此前预估为9.5万片)。预计2027年产能预计将进一步提高至每月14.1万片。此外,台积电之外的CoWoS产能将自2026年下半年开始贡献,分别占2026/2027年总产能的9%/11%。在强劲需求带动下,台积电2026年CoWoS产出预计...

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