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台积电先进封装业务爆单 传英伟达独占七成

全球最大晶片制造商台积电先进封装业务爆单,据报其中七成都由美国晶片龙头英伟达包下。

台湾《经济日报》星期一(2月24日)引述业界消息称,英伟达最新Blackwell构架图形处理单元(GPU)晶片需求强劲,已包下台积电今年超过70%的CoWoS-L先进封装产能,出货量以每季环比增长20%以上逐季冲高。

台积电未针对上述传闻做出回应,但集团董事长兼总裁魏哲家在上月的法人说明会上指出,人工智能(AI)晶片先进封装需求持续强劲,供不应求状况可能延续到2025年;集团正持续扩增产能,以满足客户需求。台积电预计,2024年先进封装营收占比约8%,今年将超过10%。

英伟达将于2月26日美股盘后发布上季度财报与下季度展望。分析认为,英伟达大举包下台积电先进封装产能,意味今年旗下AI晶片出货持续放量,四大云端服务供应商(CSP)拉货动能续强,为财报会议提前报喜。

#台积电 #英伟达 #晶片 #人工智能



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台积电先进封装业务爆单 传英伟达独占七成

全球最大晶片制造商台积电先进封装业务爆单,据报其中七成都由美国晶片龙头英伟达包下。

台湾《经济日报》星期一(2月24日)引述业界消息称,英伟达最新Blackwell构架图形处理单元(GPU)晶片需求强劲,已包下台积电今年超过70%的CoWoS-L先进封装产能,出货量以每季环比增长20%以上逐季冲高。

台积电未针对上述传闻做出回应,但集团董事长兼总裁魏哲家在上月的法人说明会上指出,人工智能(AI)晶片先进封装需求持续强劲,供不应求状况可能延续到2025年;集团正持续扩增产能,以满足客户需求。台积电预计,2024年先进封装营收占比约8%,今年将超过10%。

英伟达将于2月26日美股盘后发布上季度财报与下季度展望。分析认为,英伟达大举包下台积电先进封装产能,意味今年旗下AI晶片出货持续放量,四大云端服务供应商(CSP)拉货动能续强,为财报会议提前报喜。

#台积电 #英伟达 #晶片 #人工智能

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