点击上方蓝字关注我们一张标注着“高雄K18”的工厂设计图,正在全球顶尖AI芯片公司的会议室里传阅。这张图背后,一场可能改写半导体产业链格局的博弈正在悄然展开。2025年,全球排名前四的云服务商资本支出总额接近3000亿美元,其中超过一半流向了AI基础设施。这场史无前例的AI军备竞赛,让一种名为“CoWoS”的先进封装技术成为比黄金还稀缺的资源。作为目前唯一能大规模量产CoWoS的厂商,台积电的产能...
Source Link点击上方蓝字关注我们一张标注着“高雄K18”的工厂设计图,正在全球顶尖AI芯片公司的会议室里传阅。这张图背后,一场可能改写半导体产业链格局的博弈正在悄然展开。2025年,全球排名前四的云服务商资本支出总额接近3000亿美元,其中超过一半流向了AI基础设施。这场史无前例的AI军备竞赛,让一种名为“CoWoS”的先进封装技术成为比黄金还稀缺的资源。作为目前唯一能大规模量产CoWoS的厂商,台积电的产能...
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