台积电先进封装订单大爆满 扩大委外释单 日月光大赢家

爱集微
Dec 08, 2025

台积电先进封装产能大爆满,正扩大委外释单,相关订单外溢效应大开,日月光投控旗下日月光半导体和硅品成为大赢家。因应台积电庞大转单,日月光与硅品近期砸大钱扩产与购买设备。根据公开资讯站资料,日月光与硅品近二个月已斥资逾百亿元新台币扩产迎接大单,凸显台积电外溢订单强劲。日月光投控大咬台积电CoWoS委外订单之余,后续还有新订单落袋。业界透露,最近超火的CoWoP,是一种先进芯片封装架构,主要创新在于跳过...

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