全球人工智能产业的蓬勃发展,正对半导体供应链带来前所未有的冲击。据海外科技媒体披露,台积电为英伟达、苹果等科技巨头供应AI芯片的CoWoS先进封装生产线,目前已陷入超负荷运转状态,产能利用率达到100%仍无法满足订单需求。这种由AI算力竞赛引发的供应链紧张局面,正在重塑全球半导体产业格局。面对客户订单量呈指数级增长的态势,台积电已启动紧急应对机制。知情人士透露,这家全球最大晶圆代工厂决定将部分封装...
Source Link全球人工智能产业的蓬勃发展,正对半导体供应链带来前所未有的冲击。据海外科技媒体披露,台积电为英伟达、苹果等科技巨头供应AI芯片的CoWoS先进封装生产线,目前已陷入超负荷运转状态,产能利用率达到100%仍无法满足订单需求。这种由AI算力竞赛引发的供应链紧张局面,正在重塑全球半导体产业格局。面对客户订单量呈指数级增长的态势,台积电已启动紧急应对机制。知情人士透露,这家全球最大晶圆代工厂决定将部分封装...
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