苹果、AMD挺台积电SoIC产能飙

爱集微2025-04-28

即便总经大环境仍有变数，台积电管理层强调专注自身运营基本面，按计划稳步扩充先进封装产能，以应对客户群需求，其中，属于先进封装平台的SoIC产能在全制程技术中，增长幅度最快、最具爆发力，法人推测，主要是来自苹果与AMD两大客户驱动。台积电大幅扩充先进封装产能，随着供给瓶颈逐步打开，客户端指定载板伙伴也可望加速增长。目前中国台湾载板龙头欣兴中高端载板产能集中中国台湾，实际投资中国台湾力度最大，也是...

网页链接

免责声明：本文观点仅代表作者个人观点，不构成本平台的投资建议，本平台不对文章信息准确性、完整性和及时性做出任何保证，亦不对因使用或信赖文章信息引发的任何损失承担责任。

精彩评论

我们需要你的真知灼见来填补这片空白

发表看法

{"i18n":{"language":"zh_CN"},"isChannel":false,"data":{"share":"https://www.laohu8.com/m/news/2530469918?lang=zh_CN&edition=full","thumbnail":"","is_english":false,"pubTime":"2025-04-28 06:32","share_image_url":"https://static.laohu8.com/9a95c1376e76363c1401fee7d3717173","id":"2530469918","market":"us","top_or_hot":-1,"title":"苹果、AMD挺 台积电SoIC产能飙","media":"爱集微","content":"<div>\n<p>即便总经大环境仍有变数，台积电管理层强调专注自身运营基本面，按计划稳步扩充先进封装产能，以应对客户群需求，其中，属于先进封装平台的SoIC产能在全制程技术中，增长幅度最快、最具爆发力，法人推测，主要是来自苹果与AMD两大客户驱动。台积电大幅扩充先进封装产能，随着供给瓶颈逐步打开，客户端指定载板伙伴也可望加速增长。目前中国台湾载板龙头欣兴中高端载板产能集中中国台湾，实际投资中国台湾力度最大，也是...</p>\n\n<a href=\"http://gu.qq.com/resources/shy/news/detail-v2/index.html#/?id=nesSN2025042806360694e508ba&s=b\">网页链接</a>\n\n</div>\n","source":"tencent","html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>苹果、AMD挺 台积电SoIC产能飙</title>\n<style type=\"text/css\">\na,abbr,acronym,address,applet,article,aside,audio,b,big,blockquote,body,canvas,caption,center,cite,code,dd,del,details,dfn,div,dl,dt,\nem,embed,fieldset,figcaption,figure,footer,form,h1,h2,h3,h4,h5,h6,header,hgroup,html,i,iframe,img,ins,kbd,label,legend,li,mark,menu,nav,\nobject,ol,output,p,pre,q,ruby,s,samp,section,small,span,strike,strong,sub,summary,sup,table,tbody,td,tfoot,th,thead,time,tr,tt,u,ul,var,video{ font:inherit;margin:0;padding:0;vertical-align:baseline;border:0 }\nbody{ font-size:16px; line-height:1.5; color:#999; background:transparent; }\n.wrapper{ overflow:hidden;word-break:break-all;padding:10px; }\nh1,h2{ font-weight:normal; line-height:1.35; margin-bottom:.6em; }\nh3,h4,h5,h6{ line-height:1.35; margin-bottom:1em; }\nh1{ font-size:24px; }\nh2{ font-size:20px; }\nh3{ font-size:18px; }\nh4{ font-size:16px; }\nh5{ font-size:14px; }\nh6{ font-size:12px; }\np,ul,ol,blockquote,dl,table{ margin:1.2em 0; }\nul,ol{ margin-left:2em; }\nul{ list-style:disc; }\nol{ list-style:decimal; }\nli,li p{ margin:10px 0;}\nimg{ max-width:100%;display:block;margin:0 auto 1em; }\nblockquote{ color:#B5B2B1; border-left:3px solid #aaa; padding:1em; }\nstrong,b{font-weight:bold;}\nem,i{font-style:italic;}\ntable{ width:100%;border-collapse:collapse;border-spacing:1px;margin:1em 0;font-size:.9em; }\nth,td{ padding:5px;text-align:left;border:1px solid #aaa; }\nth{ font-weight:bold;background:#5d5d5d; }\n.symbol-link{font-weight:bold;}\n/* header{ border-bottom:1px solid #494756; } */\n.title{ margin:0 0 8px;line-height:1.3;color:#ddd; }\n.meta {color:#5e5c6d;font-size:13px;margin:0 0 .5em; }\na{text-decoration:none; color:#2a4b87;}\n.meta .head { display: inline-block; overflow: hidden}\n.head .h-thumb { width: 30px; height: 30px; margin: 0; padding: 0; border-radius: 50%; float: left;}\n.head .h-content { margin: 0; padding: 0 0 0 9px; float: left;}\n.head .h-name {font-size: 13px; color: #eee; margin: 0;}\n.head .h-time {font-size: 11px; color: #7E829C; margin: 0;line-height: 11px;}\n.small {font-size: 12.5px; display: inline-block; transform: scale(0.9); -webkit-transform: scale(0.9); transform-origin: left; -webkit-transform-origin: left;}\n.smaller {font-size: 12.5px; display: inline-block; transform: scale(0.8); -webkit-transform: scale(0.8); transform-origin: left; -webkit-transform-origin: left;}\n.bt-text {font-size: 12px;margin: 1.5em 0 0 0}\n.bt-text p {margin: 0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\n苹果、AMD挺 台积电SoIC产能飙\n</h2>\n\n<h4 class=\"meta\">\n\n\n2025-04-28 06:32 北京时间&nbsp;&nbsp;&nbsp;<a href=http://gu.qq.com/resources/shy/news/detail-v2/index.html#/?id=nesSN2025042806360694e508ba&s=b><strong>爱集微</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>即便总经大环境仍有变数，台积电管理层强调专注自身运营基本面，按计划稳步扩充先进封装产能，以应对客户群需求，其中，属于先进封装平台的SoIC产能在全制程技术中，增长幅度最快、最具爆发力，法人推测，主要是来自苹果与AMD两大客户驱动。台积电大幅扩充先进封装产能，随着供给瓶颈逐步打开，客户端指定载板伙伴也可望加速增长。目前中国台湾载板龙头欣兴中高端载板产能集中中国台湾，实际投资中国台湾力度最大，也是台积...</p>\n\n<a href=\"http://gu.qq.com/resources/shy/news/detail-v2/index.html#/?id=nesSN2025042806360694e508ba&s=b\">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":"LU2471134796.USD","symbol_name":"INVESCO GLOBAL EQUITY INCOME ADVANTAGE \"A\" (USD) INC","start_time":0,"source_url":"http://gu.qq.com/resources/shy/news/detail-v2/index.html#/?id=nesSN2025042806360694e508ba&s=b","article_id":"2530469918","we_media_id":null,"thumbnails":[],"rights":{"source":"tencent","url":"http://gu.qq.com/resources/shy/news/detail-v2/index.html#/?id=nesSN2025042806360694e508ba&s=b","rn_cache_url":null,"customStyle":"body{padding-top:10px;}#news_title{font-weight:bold;#titleStyle#;}#news_description span{font-size:12px;#descriptionStyle#;}.footer-note{#statement#}","selectors":".mod-LoadTzbdNews, body","filters":".relate-stock, .hot-list, .recom-box, .wx-sou","directOrigin":true},"url":"https://stock-news.laohu8.com/highlight/detail?id=2530469918","pubTimestamp":1745793154,"columns":[],"sourceInfo":{"source_id":"tencent","name":"腾讯"},"weMediaInfo":null,"summary":"即便总经大环境仍有变数，台积电管理层强调专注自身运营基本面，按计划稳步扩充先进封装产能，以应对客户群需求，其中，属于先进封装平台的SoIC产能在全制程技术中，增长幅度最快、最具爆发力，法人推测，主要是来自苹果与AMD两大客户驱动。其中，先进封装产能3DIC进度备受关注，依据台积电于日前年度北美技术论坛释出的资料，公司预估2022年至2026年的近五年产能扩张复合增长率趋势为：CoWoS达80%以上、SoIC则为100%以上，AI相关测试80%以上。","collect":0,"end_time":0,"defaultTopTitle":"qq.com","property":[],"viewcount":null,"language":"zh","relate_stocks":{"LU2471134796.USD":"INVESCO GLOBAL EQUITY INCOME ADVANTAGE \"A\" (USD) INC","LU1064131342.USD":"Fullerton Lux Funds - Global Absolute Alpha A Acc USD","LU1951198990.SGD":"Natixis Thematics AI & Robotics Fund H-R/A SGD-H","LU2430703178.SGD":"WELLINGTON MULTI-ASSET HIGH INCOME \"AM4H\" (SGDHDG) INC","LU0053666078.USD":"摩根大通基金-美国股票A（离岸）美元","LU1988902786.USD":"FULLERTON LUX FUNDS GLOBAL ABSOLUTE ALPHA \"I\" (USD) ACC","IE0005OL40V9.USD":"JANUS HENDERSON BALANCED \"A6M\" (USD) INC","LU2092627202.USD":"Blackrock ESG Multi-Asset A8 USD-H","SG9999014559.SGD":"United Income Focus Trust Dis SGD","GFS":"GLOBALFOUNDRIES Inc.","LU2602419157.SGD":"HSBC ISLAMIC GLOBAL EQUITY INDEX \"AC\" (SGD) ACC","LU1974910355.USD":"Allianz Thematica Cl AMg DIS USD","BK4573":"虚拟现实","LU0127658192.USD":"EASTSPRING INVESTMENTS GLOBAL TECHNOLOGY \"A\" (USD) ACC","LU0124676726.USD":"AB SICAV I - SUSTAINABLE US THEMATIC PORTFOLIO \"A\" (USD) ACC","SG9999015986.USD":"LIONGLOBAL DISRUPTIVE INNOVATION \"I\" (USD) ACC","SG9999017495.SGD":"UGDP UNITED GLOBAL QUALITY GROWTH \"B\" (SGD) ACC","SG9999014567.USD":"UOB UNITED INCOME FOCUS TRUST FUND (USD) ACC","TSM":"台积电","IE00BLSP4452.SGD":"Legg Mason ClearBridge - Tactical Dividend Income A Mdis SGD-H Plus","BK4553":"喜马拉雅资本持仓","LU2491049909.HKD":"WELLINGTON SUSTAINABLE OUTCOMES \"A\" (HKD) ACC","LU0889566641.SGD":"FTSF - Templeton Shariah Global Equity A Acc SGD","LU0788109477.HKD":"BGF GLOBAL ALLOCATION \"A2\" (HKDHGD) ACC","03145":"华夏亚洲高息股","LU1267930730.SGD":"富兰克林美国机遇基金AS Acc SGD (CPF)","LU2491050071.SGD":"WELLINGTON SUSTAINABLE OUTCOMES \"A\" (SGDHDG) ACC","LU1868837565.USD":"CT (LUX) I GLOBAL EMERGING MARKET EQUITIES \"1\" (USD) ACC","AMD":"美国超微公司","IE00BJJMRX11.SGD":"Janus Henderson Balanced A Acc SGD","LU1839511570.USD":"WELLS FARGO GLOBAL FACTOR ENHANCED EQUITY \"I\" (USD) ACC","LU2264538146.SGD":"Fullerton Lux Funds - Global Absolute Alpha A Acc SGD","LU2361044949.HKD":"WELLINGTON US QUALITY GROWTH \"A\" (HKD) ACC","LU1551013342.USD":"Allianz Income and Growth Cl AMg2 DIS USD","LU1235294995.USD":"FIDELITY GLOBAL TECHNOLOGY \"A\" (USDHDG) ACC","IE00BN8TJ469.HKD":"FTGF CLEARBRIDGE TACTICAL DIVIDEND INCOME \"A\" (HKD) INC","BK4505":"高瓴资本持仓","SG9999014542.SGD":"United Income Focus Trust Acc SGD","LU2361044865.SGD":"WELLINGTON US QUALITY GROWTH \"A\" (SGDHDG) ACC","LU0143863784.USD":"CT (LUX) I GLOBAL EMERGING MARKET EQUITIES\"DU\" (USD) ACC","MACW.SI":"APPLE 3xLongSG261006","LU0965509101.SGD":"AB LOW VOLATILITY EQUITY PORTFOLIO \"A\" (SGDHDG) ACC","LU0289739343.SGD":"SUSTAINABLE GLOBAL THEMATIC PORTFOLIO \"A\" (SGD) ACC","IE00BQXX3D17.EUR":"GUINNESS GLOBAL INNOVATORS \"C\" (EUR) ACC","SG9999001424.SGD":"United E-Commerce Fund SGD","LU0308772762.SGD":"Blackrock Global Allocation A2 SGD-H","AAPL":"苹果","LU2098885051.SGD":"JPMorgan Funds - Multi-Manager Alternatives A (acc) SGD","IE00B775SV38.USD":"NEUBERGER BERMAN US MULTICAP OPPORTUNITIES \"A\" (USD) ACC","LU1046421795.USD":"富达环球科技A-ACC"},"translate_title":"Apple, AMD support TSMC's SoIC production capacity soars","themeId":null,"isJumpTheme":false,"ttsUrl":null,"symbols_score_info":{"TSM":1,"MACW.SI":0.6,"AMD":1,"03145":0.6,"AAPL":1,"GFS":1},"content_text":"即便总经大环境仍有变数，台积电管理层强调专注自身运营基本面，按计划稳步扩充先进封装产能，以应对客户群需求，其中，属于先进封装平台的SoIC产能在全制程技术中，增长幅度最快、最具爆发力，法人推测，主要是来自苹果与AMD两大客户驱动。台积电大幅扩充先进封装产能，随着供给瓶颈逐步打开，客户端指定载板伙伴也可望加速增长。目前中国台湾载板龙头欣兴中高端载板产能集中中国台湾，实际投资中国台湾力度最大，也是台积电3D Fabric联盟当中率先纳入的中国台湾载板伙伴。景硕近年也积极在中国台湾购地扩产。台积电已归纳先进封装隶属3D Fabric系统整合平台当中，包含三大部分：3D硅堆叠技术的SoIC系列，以及后段的先进封装CoWoS家族、InFo家族。台积电多次强调，只会专注在最先进的后段技术，这些技术将帮助客户的前瞻产品。其中，先进封装产能3DIC进度备受关注，依据台积电于日前年度北美技术论坛释出的资料，公司预估2022年至2026年的近五年产能扩张复合增长率（CAGR）趋势为：CoWoS达80%以上、SoIC则为100%以上，AI相关测试80%以上。","kind":"news","is_publish_news":true,"is_publish_highlight":false,"is_publish_live":false,"is_publish_wemedia":null,"editions":null,"column":"","sentiment":"1","news_tag":"corporation","news_rank":0,"symbols":[],"gpt_button":0,"need_auth":false,"code":"91000000","status":"200"},"commentList":[],"isCommentEnd":true,"newsSizeData":{"likeSize":0,"commentSize":0,"repostSize":0,"favoriteSize":0,"likeStatus":false,"favoriteStatus":false},"APP":{"userAgent":"Mozilla/5.0 AppleWebKit/537.36 (KHTML, like Gecko; compatible; ClaudeBot/1.0; +claudebot@anthropic.com)","isDev":false,"isTTM":false,"tenantId":"TBCN","deviceId":"web-server-community-laohu8-v3","version":"4.36.2","shortVersion":"4.36.2","platform":"web","vendor":"web","appName":"laohu8","isIOS":false,"isAndroid":false,"isTiger":false,"isTHS":false,"isWeiXin":false,"isWeiXinMini":false,"isWeiBo":false,"isQQ":false,"isBaiduSwan":false,"isBaiduBox":false,"isDingTalk":false,"isToutiao":false,"isOnePlus":false,"isHuaWei":false,"isXiaomi":false,"isXiaomiWebView":false,"isOppo":false,"isVivo":false,"isSamsung":false,"isMobile":false},"href":"/m/news/2530469918","isCrawlerRequest":true}

苹果、AMD挺 台积电SoIC产能飙

精彩评论

苹果、AMD挺台积电SoIC产能飙