港股概念追踪 |CoWoS先进封装供货缺口严重先进封装设备成长超预期（附概念股）

智通财经06-27

AI服务器需求持续扬升，台积电加速CoWoS大扩产。设备业者表示，目前CoWoS供货缺口相当严重，原本年初所下的大单，近月虽然设备厂陆续交货，但需求成长速度完全超乎预期，台积电又再向设备厂下急单，加上先前所估，光是弘塑、辛耘、均华手上订单能见度已至2027年。据估算，2024年下半台积电CoWoS月产能可望由原本所设立的3.2万片逐上调月至4万片，2025年月产能更逐月提升至5.8万片，至2028...

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港股概念追踪 |CoWoS先进封装供货缺口严重 先进封装设备成长超预期（附概念股）

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港股概念追踪 |CoWoS先进封装供货缺口严重先进封装设备成长超预期（附概念股）