台积电董事长魏哲家表示,尽管其公司在过去一年中将CoWoS的产能提升了超过两倍,但需求仍远超供应。这一现象尤为突出,因为人工智能领域的快速发展对计算能力的要求日益增加,而高性能的AI芯片往往依赖于先进的封装技术来提升其性能。中信证券进一步指出,先进封装技术已成为推动AI底层技术发展的重要方向,并且当前正处于全球市场的产能瓶颈之中。
随着人工智能技术的迅速发展,芯片行业正迎来前所未有的机遇。其中,先进封装技术尤为关键,尤其是台积电的CoWoS(Chip-on-Wafer-on-Substrate)技术,因其高效的性能和对AI芯片的支持,需求远超供给。近期台积电宣布,将在明年调涨CoWoS的价格,涨幅预计在10%至20%之间,显示出市场强劲的需求和有限的供给能力。 CoWoS技术的重要性 CoWoS封装技术能够将多个芯片直接封装 ...
在人工智能(AI)和高性能计算(HPC)日益成为市场主流的背景下,先进封装技术的重要性愈发凸显。根据台积电董事长魏哲家的透露,CoWoS的需求远超供应,尽管台积电已经将CoWoS的产能提升超过两倍,但仍面临供不应求的局面。这一现象为市场提供了丰富的想象空间,并引发了对于封装行业未来走向的深思。
Wafer chucks handle or hold wafers or substrates during wafer processing applications. They are a critical component in wafer manufacturing and testing in cleanroom fab environments. Wafer and ...
Description: longer reach.bsp; This robot can easily be repositioned for inverse kinematics. By using the Motoman CR20, a flexible handling system can be achieved under high-level clean conditions.bsp ...
Its services include design, package characterization, test, and wafer bumping services. The company was founded in 1968 and is headquartered in Tempe, AZ.
Global shipments of silicon wafers are projected to decline 2% in 2024 to 12,174 million square inches (MSI) with a strong rebound of 10% delayed until 2025 to reach 13,328 MSI as wafer demand ...
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Bear Of The Day: Amkor Technology (AMKR)
Amkor Technology (AMKR) is a Zacks Rank #5 (Strong Sell) after the company missed the Zacks Consensus Estimate when the last reported on October 28. The stock was hit hard after the miss thanks to ...
In a report released today, Joseph Moore from Morgan Stanley maintained a Hold rating on Amkor (AMKR – Research Report), with a price ...
Psyllium husk 3.4g; per 2 wafers; apple crisp or cinnamon spice flavor; contains sodium, potassium. 3.4g of powder in 8oz liquid, or 2 wafers or 5 caps with 8oz liquid 1–3 times daily ...
Involuntary bumping is rare, with only a small percentage of passengers experiencing it. When does a ticket to fly not actually let you fly? If an airline oversells your flight, you may be in the ...