港股异动 | ASMPT(00522)涨近4% 台积电加速CoWoS大扩产业内人士称目前CoWoS供货缺口严重

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智通财经APP获悉，ASMPT(00522)涨近4%，截至发稿，涨3.77%，报107.30港元，成交额6402.87万港元。消息面上，据市场媒体报道，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。虽然近期设备厂陆续交货，但需求成长速度超乎预期。为满足市场需求，台积电再次向设备厂下急单，并计划逐年增加生产能力。根据估算，2024年下半年月产能将...

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港股异动 | ASMPT(00522)涨近4% 台积电加速CoWoS大扩产 业内人士称目前CoWoS供货缺口严重

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港股异动 | ASMPT(00522)涨近4% 台积电加速CoWoS大扩产业内人士称目前CoWoS供货缺口严重