花旗：CoWoS明年产能将倍增_老虎社区_美港股上老虎

花旗：CoWoS明年产能将倍增

爱集微07:17

花旗证券发布报告指出，台积电（2330）2025年底的CoWoS产能调高到每月9-10万片，全年产能预估倍增至70万片或更多，看好台积电、日月光投控及京元电子。花旗指出，先进制程及封装技术是人工智能（AI）芯片成功的关键。台积电今年底的CoWoS产能为每月3-4万片，在买下群创南科四厂之后，到2025年底的CoWoS产能从6-7万片上调到每月9-10万片，全年产能预估达70万片或更多，两倍于今年...

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IC/SOIC需求持续增加，将足以支撑先进封装的扩产。花旗预期，台积电扩张产能主要集中在较大型光罩及芯片堆叠（CoW）制程，至于较小尺寸光罩及将堆叠好的芯片封装至基板（WoS）制程，就会与专业封测代工（OSAT）厂合作。花旗预估，日月光投控／硅品受惠程度可望高于同业。至于测试端，花旗指出，虽然日月光投控争取英伟达的测试订单，但京元电子仍将是英伟达的测试业务主要合作伙伴，主要是因为复杂度及测试时间都增加。京元电子拥有在GPU预烧测试的专业能力，受惠程度将高于其他同业。在投资评价方面，台积电为花旗首选，着眼于台积电的获利前景强劲。日月光投控可望受惠于在WoS封装制程与台积电密切合作。花旗初评京元电子，预估京元电子的AI相关测试营收今年将占总营收比重的约15%，高于去年的7%。","kind":null,"is_publish_news":true,"is_publish_highlight":false,"is_publish_live":false,"is_publish_wemedia":null,"editions":null,"column":"","sentiment":"0","news_tag":"","news_rank":0,"symbols":[],"gpt_button":1},"commentList":[],"hasMoreComments":false,"newsSizeData":{"likeSize":0,"commentSize":0,"repostSize":0,"favoriteSize":0,"likeStatus":false,"favoriteStatus":false}}