ASIC需求激增,摩根大通上调CoWoS产能,2026 年将达12.7 万片/月(附带2026/27各家加速卡出货情况)

AI产业链研究
Jan 09

当下,CoWos 的产能紧缺是分析师的共识,这也是制约英伟达 H200 扩产的最重要瓶颈。因此,CoWos 能否扩产对整个 AI 供应链都十分重要。 小摩 1 月 7 日发布报告称,再度上调 CoWoS 产能预期(系 3 个月内第二次上调),将 2026/2027 年的产能预期分别上调 8% 与 13%,以此反映台积电 2026 年下半年及 2027 年的新增产能落地情况。小摩目前预计,台积电 ...

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