产能告急！台积电CoWoS封装满载，外包合作缓解AI芯片交付难题

ITBEAR科技资讯2025-12-11

全球人工智能产业的蓬勃发展，正对半导体供应链带来前所未有的冲击。据海外科技媒体披露，台积电为英伟达、苹果等科技巨头供应AI芯片的CoWoS先进封装生产线，目前已陷入超负荷运转状态，产能利用率达到100%仍无法满足订单需求。这种由AI算力竞赛引发的供应链紧张局面，正在重塑全球半导体产业格局。面对客户订单量呈指数级增长的态势，台积电已启动紧急应对机制。知情人士透露，这家全球最大晶圆代工厂决定将部分封装...

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TSMC's CoWoS package is fully loaded, and outsourcing cooperation alleviates AI chip delivery problems","themeId":null,"isJumpTheme":false,"ttsUrl":null,"symbols_score_info":{"TSM":1.95,"03145":0.6},"content_text":"全球人工智能产业的蓬勃发展，正对半导体供应链带来前所未有的冲击。据海外科技媒体披露，台积电为英伟达、苹果等科技巨头供应AI芯片的CoWoS先进封装生产线，目前已陷入超负荷运转状态，产能利用率达到100%仍无法满足订单需求。这种由AI算力竞赛引发的供应链紧张局面，正在重塑全球半导体产业格局。面对客户订单量呈指数级增长的态势，台积电已启动紧急应对机制。知情人士透露，这家全球最大晶圆代工厂决定将部分封装订单转交日月光投控和硅品精密等合作伙伴处理。这些封测厂商早在去年就未雨绸缪，投入数十亿美元扩建先进封装产能，此次承接的订单主要涉及多芯片集成封装业务。这种策略调整既缓解了台积电自身的产能压力，也帮助客户缩短了产品交付周期。驱动这场供应链变革的，是AI芯片设计理念的根本性转变。当前主流的Chiplet（小芯片）架构，通过将不同功能的芯片模块集成封装，实现了性能与成本的优化平衡。这种技术路线对先进封装产能提出了全新要求，使得封装环节从传统的制造配套工序，跃升为决定芯片性能的关键环节。英特尔、三星等竞争对手正加速布局该领域，给台积电的市场地位带来挑战。行业分析师指出，台积电此次产能调配具有双重战略意义。表面看是应对短期产能瓶颈的权宜之计，实则通过产业链协同巩固技术壁垒。将非核心封装环节外包，既能专注提升CoWoS等核心技术的研发密度，又能通过合作伙伴的产能补充防止客户流失。这种\"核心自研+生态协作\"的模式，正在成为半导体巨头应对技术迭代的标配策略。市场数据显示，AI芯片封装市场规模预计将在三年内突破百亿美元。随着各大科技公司加速布局生成式AI，对高性能计算芯片的需求持续走高。这场由技术革命引发的供应链重构，正在推动全球半导体产业进入新的竞争维度，封装环节的战略价值得到前所未有的重视。","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":"","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":"4.36.0","shortVersion":"4.36.0","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/2590550615","isCrawlerRequest":true}