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Storm
@storm.mg · 1 hour

不只台積電、聯發科都需要它!AI供應鏈「關鍵零件」:這家台廠「毛利狂飆」訂單滿到明年

不只台積電、聯發科都需要它!AI供應鏈「關鍵零件」:這家台廠「毛利狂飆」訂單滿到明年
AI晶片大幅推升測試介面單價與技術壁壘;隨高階探針卡與測試座需求居高不下,供應鏈不僅接單強勁,更確立了明後年持續暢旺的高成長格局。 隨著半導體製程推進至3奈米以下,加上AI晶片全面導入Chiplet(小晶片)與CoWoS異質整合封裝技術,晶片測試的難度正呈現幾何級數增加。當多顆晶粒被封裝在同一基板上,晶片的I/O腳位(Pin數)大幅增加、間距極度微縮,且測試時的高頻高速與高功...
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