苹果、AMD挺 台积电SoIC产能飙

爱集微
12 hours ago

即便总经大环境仍有变数,台积电管理层强调专注自身运营基本面,按计划稳步扩充先进封装产能,以应对客户群需求,其中,属于先进封装平台的SoIC产能在全制程技术中,增长幅度最快、最具爆发力,法人推测,主要是来自苹果与AMD两大客户驱动。台积电大幅扩充先进封装产能,随着供给瓶颈逐步打开,客户端指定载板伙伴也可望加速增长。目前中国台湾载板龙头欣兴中高端载板产能集中中国台湾,实际投资中国台湾力度最大,也是...

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