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Storm
@storm.mg · 1 hour

台積電CoWoS漏氣了?外媒分析師揭良率遇問題「整顆晶片全報廢」:英特爾的好機會

台積電CoWoS漏氣了?外媒分析師揭良率遇問題「整顆晶片全報廢」:英特爾的好機會
英特爾(Intel)力拼重返晶圓製造第一線,其中先進封裝技術EMIB成為市場焦點,更盛傳已能與台積電CoWoS分庭抗禮,吸引到輝達、Google等重量級客戶。而外媒《EE Times》最新報導指出,台積電在整合AI加速器、高頻寬記憶體(HBM)的單一晶片封裝上遇到困難,為英特爾創造出爭取客戶的好機會。 報導提到,研調機構Counterpoint Research共同創辦人Nei...
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