谷歌自研AI芯片TPU的宏大扩产计划正遭遇先进封装产能的现实瓶颈。 尽管市场对谷歌TPU寄予厚望,甚至传出其将在2026年达到400万块的惊人产量,但最新的供应链分析指出,这一目标在短期内恐难实现。 多家机构的报告显示,作为关键瓶颈的台积电CoWoS先进封装产能,预计要到2027年初才能满足谷歌的巨大需求,这意味着TPU的真正大规模放量或将推迟。 最新的动态来自于投资银行的密集追踪。摩根士丹利于...
Source Link谷歌自研AI芯片TPU的宏大扩产计划正遭遇先进封装产能的现实瓶颈。 尽管市场对谷歌TPU寄予厚望,甚至传出其将在2026年达到400万块的惊人产量,但最新的供应链分析指出,这一目标在短期内恐难实现。 多家机构的报告显示,作为关键瓶颈的台积电CoWoS先进封装产能,预计要到2027年初才能满足谷歌的巨大需求,这意味着TPU的真正大规模放量或将推迟。 最新的动态来自于投资银行的密集追踪。摩根士丹利于...
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