格隆汇3月3日|分析师郭明𫓹称,针对台积电与英伟达做了产业调查,结论:1.台积电CoWoS扩产计划仍无改变(逐季增加,至2025年12月扩产至每月约7万片);2.英伟达在台积电的2025年CoWoS投片约37万片之规划(正负低个位数变化都是合理范围),自4Q24至今无太大变化。市场传言指出英伟达在台积电2025年CoWoS投片规划自40万片以上,下修至38万片,这与调查有出入,可能原因:1.部分...
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