技术优势方面,CoPoS 采用面板级工艺,突破传统封装尺寸限制,提升单位面积产出效率,并降低整体封装成本。这一特性对 AI ASIC 和 GPU 等大芯片应用极具吸引力,有望成为台积电在超大规模芯片封装领域的关键武器。
与 Intel EMIB 技术相比,台积电的 CoWoS 已在 AI 加速器市场建立深厚生态,NVIDIA H100、A100 等主力产品均采用该方案。而 CoPoS 应对未来 AI 芯片对更高带宽和更大集成规模的需求,将进一步强化台积电在超大尺寸封装上的竞争力。
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