台积电CoWos产能扩张计划：2026年月产目标12.5万片，客户排产情况更新

AI产业链研究2025-12-04

今天我们来看一下大摩 12 月 1 日发布的台积电 CoWoS 产能预测及具体客户分配情况。之前大摩曾预测，台积电 2026 年 CoWoS 产能或扩张 20%-30%；当前大摩预计，台积电 2026 年 CoWoS 产能将达到 12.5 万片 / 月，较 2025 年底预计的 7 万片 / 月增长 79%。新增产能将主要分配给 NVIDIA 和 Broadcom，MediaTek 也将获得部分...

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