美股异动｜台积电盘前涨超1% 机构预计2025年CoWoS产能翻倍

港股那点事11-22 17:13

台积电(TSM.US)盘前涨1.1%，报193.35美元。消息面上，Trendforce最新报告显示，AI应用造成客制化芯片及封装面积的需求日益提升，同步推升2025年CoWoS需求。观察明年CoWoS市场重要发展态势，英伟达对台积电CoWoS需求占比将提升至近60%，并驱动台积电CoWoS月产能于年底接近翻倍，达7.5万至8万片。(格隆汇) 海量资讯、精准解读，尽在新浪财经APP

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