(原标题:台积电封装产能,被疯抢)公众号记得加星标,第一时间看推送不会错过。半导体设备业者透露,按照台积电与“非台积阵营”包括日月光集团、Amkor与联电等计画,双双加速扩充先进封装CoWoS产能,从订单分布观察,2026~2027年GPU、特用芯片(ASIC)客户需求皆超乎预期。这带动台积电近期再度上调2026年CoWoS月产能,非台积阵营原预期2026年月产能约2.6万片,现已调升逾5成。其中...
Source Link(原标题:台积电封装产能,被疯抢)公众号记得加星标,第一时间看推送不会错过。半导体设备业者透露,按照台积电与“非台积阵营”包括日月光集团、Amkor与联电等计画,双双加速扩充先进封装CoWoS产能,从订单分布观察,2026~2027年GPU、特用芯片(ASIC)客户需求皆超乎预期。这带动台积电近期再度上调2026年CoWoS月产能,非台积阵营原预期2026年月产能约2.6万片,现已调升逾5成。其中...
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