人工智能供应链:台积电 CoWoS 扩产、ASIC 发展动向与亚洲实地调研摘要:今天要分享的是摩根士丹利亚太科技团队在 2025 年 12 月 1 日发布的一份人工智能供应链专题研究。报告围绕台积电 CoWoS 封装产能的最新扩张计划,重新测算了 2026 年全球 AI GPU 与 ASIC 的需求,并利用大型数据中心电力部署方案,反推 CoWoS、HBM 以及 3nm 晶圆的潜在消耗。根据报告,...
Source Link人工智能供应链:台积电 CoWoS 扩产、ASIC 发展动向与亚洲实地调研摘要:今天要分享的是摩根士丹利亚太科技团队在 2025 年 12 月 1 日发布的一份人工智能供应链专题研究。报告围绕台积电 CoWoS 封装产能的最新扩张计划,重新测算了 2026 年全球 AI GPU 与 ASIC 的需求,并利用大型数据中心电力部署方案,反推 CoWoS、HBM 以及 3nm 晶圆的潜在消耗。根据报告,...
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