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Chinatimes
@chinatimes.com · 54 minutes

《產業分析》FOPLP、CPO加速量產 台系封測廠搶卡位 明年大爆發

《產業分析》FOPLP、CPO加速量產 台系封測廠搶卡位 明年大爆發
AI、高效能運算(HPC)晶片持續朝大型化、多晶片整合發展,加上資料中心頻寬需求快速攀升,半導體封裝技術正迎來結構性轉變。隨著台積電CoWoS產能供不應求,先進封裝需求逐步向封測業外溢,台系OSAT廠商紛紛擴充產能,市場競爭也從傳統封裝測試,進一步延伸至面板級封裝、矽光子及高功耗測試等高階領域。 目前產業聚焦兩大技術主軸,一是可提升單位面積產出的大尺寸面板級扇出型封裝(FOP...
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