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OFweek电子工程网
3 小时
CoWoS,劲敌来了
火热的同时,也让台积电的CoWoS封装产能吃紧。目前台积电的CoWoS封装产能大概在每月3.5万片晶圆,约占总收入的7%到9%。预计到2025年末,月产能将提升至每月7万片晶圆,贡献超过10%的收入。到了2026年末,月产能将进一步扩大,提高至超过每月9万片晶圆。根据统计数字,从2022年至2026年,台积电CoWoS封装产能大概以50%的复合年增长率(CAGR)增长。
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