Trendforce：预计2025年台积电CoWoS产能翻倍

金吾财讯17:26

金吾财讯 | 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：一、2025年英伟达(NVDA)对台积电(TSM)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；二、英伟达Blackwell新平台2025年上半逐步放量后，将带动CoWoS-L需求量超越CoWoS-S，占比有望逾60%；三、CSP积极投入ASIC AI芯片建置，AWS等在2025年对CoWoS需求量亦将明显上升。

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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：一、2025年英伟达(NVDA)对台积电(TSM)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；二、英伟达Blackwell新平台2025年上半逐步放量后，将带动CoWoS-L...</p>\n\n<a href=\"282317\">网页链接</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","isBrief":false,"type":0,"news_type":1,"symbol":"LU1814569148.SGD","symbol_name":"WELLINGTON GLOBAL QUALITY GROWTH \"D\" (SGDHDG) ACC","start_time":0,"source_url":"282317","article_id":"2485870234","we_media_id":"1086022552","thumbnails":["https://static.szfiu.com/news/20210625/ZGFjNmMxNjJiOWZlZTExMTI2OTIxOTcyMDA=.jpg"],"rights":null,"url":"https://stock-news.laohu8.com/highlight/detail?id=2485870234","pubTimestamp":1732267577,"sourceInfo":null,"weMediaInfo":{"media_name":"金吾财讯","introduction":"「金吾财讯」以精准用户需求为切入点，打造一站式港美股投资细分领域品牌。依托战略合作伙伴凤凰网财经，将港美股内容传播到全球华人圈。","home_visible":1,"id":"1086022552","head_image":"https://static.tigerbbs.com/19a93586c3b023ec6ebfed568990555c"},"summary":"金吾财讯 | 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