据报台积电全面上调2026~2027年CoWoS产能目标

金吾财讯
4 hours ago

金吾财讯 | 据台湾电子时报消息,台积电未来2年将全面拉升CoWoS产能。除了英伟达已成最大客户,谷歌等ASIC芯片客户也频释急单抢产能,台积电近期已拍板全面上调2026~2027年CoWoS产能目标,重新检视原有的先进封装扩产蓝图。据供应链透露,台积电南科AP8厂区将再新增P2厂,2座厂均以CoWoS为主,而原以WMCM、SoIC及CoPoS为主的嘉义AP7,SoIC改为CoWoS。

Disclaimer: Investing carries risk. This is not financial advice. The above content should not be regarded as an offer, recommendation, or solicitation on acquiring or disposing of any financial products, any associated discussions, comments, or posts by author or other users should not be considered as such either. It is solely for general information purpose only, which does not consider your own investment objectives, financial situations or needs. TTM assumes no responsibility or warranty for the accuracy and completeness of the information, investors should do their own research and may seek professional advice before investing.

Most Discussed

  1. 1
     
     
     
     
  2. 2
     
     
     
     
  3. 3
     
     
     
     
  4. 4
     
     
     
     
  5. 5
     
     
     
     
  6. 6
     
     
     
     
  7. 7
     
     
     
     
  8. 8
     
     
     
     
  9. 9
     
     
     
     
  10. 10