消息称台积电推迟CoPoW先进封装 加码SoIC应对英伟达需求

IT之家
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IT之家 4 月 20 日消息,台媒《电子时报》在本月 17 日的报道中提到,台积电 (TSMC) 的 CoPoS 先进封装目前最快预计 2030 年末量产,相较普遍预计显著延后。

CoPoS 以面板 (Panel) 取代 CoWoS 中的晶圆 (Wafer),这可实现更大的封装面积,提升生产效率、降低制造成本,然而也面临着均匀与翘曲等亟待解决的问题

IT之家附上报道整理的台积电 CoPoS 时间线:2026Q3 启动研发 → 2027Q3 下达中试线设备订单 → 2028Q2 中试线设备导入 → 2029Q3 下达量产设备订单 → 2030Q1 量产线设备导入 → 2030Q4 首批量产品完工。

此外,报道还指出台积电将在 2027 年显著提升 SoIC 先进封装工艺的产能,从月均 1 万片迅速提升到月均 5 万片,应对英伟达的大额需求,这其中一成将用于光电合封(也称共封装光学,即 CPO)。

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