半导体封测，迎来新进展！

与非网01-13

全球高效能运算（HPC）与人工智能（AI）芯片需求持续井喷的情况下，共同推动半导体产业重心加速转向先进制程与先进封装领域。封测涨价潮，开启1月12日，台湾经济日报消息称，受益于DRAM与NAND Flash大厂冲刺出货，力成、华东、南茂等存储封测厂订单涌进，产能利用率直逼满载，近期陆续调升封测价格，涨幅上看三成。据科创板日报报道，相关封测厂透露，“订单真的太满，后续不排除启动第二波涨价”。针对涨价...

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MI455X等新一代AI芯片纷纷采用更复杂的2.5D/3D封装与多堆叠HBM内存时，台积电的CoWoS产线早已排到2027年，订单溢出成为常态。为应对持续高涨的市场需求，台积电于2025年底宣布追加2000亿新台币投资，用于扩充CoWoS产能。公司目标是在2025年实现月产能7.5万片晶圆，并计划到2027年将单颗封装芯片尺寸扩展至120×120毫米，支持多达12颗HBM4E高带宽内存堆叠，总面积高达7722平方毫米——相当于9倍标准光罩尺寸。这一突破不仅将极大提升AI训练芯片的内存带宽与能效比，也标志着先进封装正从“辅助工艺”向“核心架构”演进。通富微电拟募资44亿加码封测2026年1月9日，国内半导体封测龙头企业通富微电子股份有限公司（简称“通富微电”）发布公告，拟向特定对象发行A股股票募集资金总额不超过44亿元，重点投向存储芯片、汽车电子、晶圆级封测及高性能计算与通信等核心领域的产能提升项目，同时预留部分资金补充流动资金及偿还银行贷款。根据公告披露的募资投向明细，四大产能提升项目合计拟投入募集资金31.7亿元，占募资总额的72%。图源：通富微行业分析认为，通富微电此次大规模扩产，与行业景气度回升及下游需求爆发的行业背景高度契合。从行业整体态势来看，全球封测行业产能利用率正持续回暖，AI相关半导体需求增长超出市场预期。与此同时，国内下游市场需求多点开花，AI服务器、新能源汽车等新兴领域出货量与需求均实现显著增长，消费电子市场亦呈现复苏态势，共同催生了对高端封测产能的大规模需求长电科技车规级芯片封测工厂通线2025年12月31日，长电科技官网宣布，旗下车规级芯片封测工厂“长电科技汽车电子（上海）有限公司（JSAC）”于12月如期实现通线。当前，多家国内外车载芯片客户的生产项目正在JSAC加速推进产品认证与量产导入工作，涵盖智能驾驶、电源管理等关键车控领域。JSAC定位为专注车规级芯片封装与测试的智能化工厂，坐落于上海临港新片区，占地210亩，一期规划5万平方米洁净厂房。项目自2023年8月开工建设以来，历经两年紧张施工与系统联调，先后完成建筑主体建设、设备进场，并顺利通过工艺认证投入运营。JSAC面向车规级芯片成品制造需求，提供覆盖封装与测试的一站式服务能力，支持客户从产品导入、认证到量产爬坡的全流程协同。湾芯展 • 先进封装展区当前，全球半导体先进封装产业正迎来技术迭代与产能扩张的黄金发展期，AI算力需求爆发式增长推动Chiplet异构集成、TGV玻璃基板、2.5D/3D封装等前沿技术加速落地，产业协同创新已成为核心发展趋势。作为深耕半导体产业生态的专业展会平台，湾芯展2026将于10月14-16日在深圳会展中心（福田）举办，超7万平方米的展览盛宴，预计携手800+半导体优质企业，着力打造晶圆制造、化合物半导体、IC设计、先进封装四大展区。2026年10月14-16日，深圳会展中心（福田）其中，湾芯展2026•先进封装展区聚焦高性能AI芯片与数据中心算力需求激增背景下的先进封装产业突破，展品覆盖封装材料、封装设备、测试设备、玻璃基板及工艺、封装厂商、零部件及间接耗材、绿色厂务及配套设施等，全方位呈现先进封装领域的技术生态与产业布局。来源：湾芯展综合整理","kind":"news","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":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; 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