据报道,台积电的CoWoS订单已排满至2027年,部分客户甚至需要等待一年以上才能拿到订单。在台积电供应瓶颈持续的情况下,英特尔的新技术作为替代方案正受到关注。据悉,联发科在近期财报电话会议上正式宣布,计划同时采用CoWoS和EMIB-T技术,大规模开发人工智能专用集成电路(ASIC);博通和Meta也在考虑从CoWoS过渡到EMIB以降低成本,而谷歌和英伟达也对EMIB-T表现出浓厚的兴趣。
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