谷歌400万片TPU量产遇阻,台积电CoWoS产能成关键卡点

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近段时间,谷歌自研AI芯片TPU,可以说是全球科技市场的“明星”。原本传闻,其2026年产量有望冲击400万片,但最新供应链调查揭示,台积电CoWoS先进封装产能正成为主要瓶颈,大规模量产或推迟至2027年。摩根士丹利最新报告上调谷歌TPU远期产能预估,推算2027年产量可达500万片;若每50万片用于对外销售,将为谷歌额外贡献约130亿美元营收,市场对谷歌可能踏入AI芯片外售领域充满期待。不过...

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