消息称台积电聚焦 CoWoS 扩产，部分其它先进封装受影响

IT之家02-04

IT之家 2 月 4 日消息，台媒《电子时报》1 月 29 日报道称，台积电近期作出上调 2026~2027 年 CoWoS 2.5D 异构集成技术产品目标的决定，对此前的先进封装产能规划进行调整，计划中的部分其它生产线也将改为 CoWoS。促使台积电调整先进封装领域规划的主要原因无疑还是依赖 CoWoS 技术的高阶 AI 芯片需求旺盛，最大客户英伟达自不必谈，AI ASIC 的产能也正加速增长。...

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href=http://gu.qq.com/resources/shy/news/detail-v2/index.html#/?id=nesSN20260204155154a6d1d36a&s=b><strong>IT之家</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>IT之家 2 月 4 日消息，台媒《电子时报》1 月 29 日报道称，台积电近期作出上调 2026~2027 年 CoWoS 2.5D 异构集成技术产品目标的决定，对此前的先进封装产能规划进行调整，计划中的部分其它生产线也将改为 CoWoS。促使台积电调整先进封装领域规划的主要原因无疑还是依赖 CoWoS 技术的高阶 AI 芯片需求旺盛，最大客户英伟达自不必谈，AI ASIC 的产能也正加速增长。...</p>\n\n<a href=\"http://gu.qq.com/resources/shy/news/detail-v2/index.html#/?id=nesSN20260204155154a6d1d36a&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":"LU1508157978.USD","symbol_name":"BSF BLACKROCK SYSTEMATIC ASIA PACIFIC EQUITY ABSOLUTE RETURN \"A\" (USD) 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ACC","IE00BKPKM429.USD":"NEUBERGER BERMAN GLOBAL SUSTAINABLE EQUITY \"A\" (USD) ACC"},"translate_title":"It is reported that TSMC is focusing on CoWoS production expansion, affecting some other advanced packaging","themeId":null,"isJumpTheme":false,"ttsUrl":null,"symbols_score_info":{"03145":0.6,"TSM":1.96},"content_text":"IT之家 2 月 4 日消息，台媒《电子时报》1 月 29 日报道称，台积电近期作出上调 2026~2027 年 CoWoS 2.5D 异构集成技术产品目标的决定，对此前的先进封装产能规划进行调整，计划中的部分其它生产线也将改为 CoWoS。促使台积电调整先进封装领域规划的主要原因无疑还是依赖 CoWoS 技术的高阶 AI 芯片需求旺盛，最大客户英伟达自不必谈，AI ASIC 的产能也正加速增长。有消息称近来进入 AI ASIC 设计服务市场的联发科正向台积电追加订单，因为原本预定的 CoWoS 产能无法满足客户需求。消息指出，台积电在南部科学园区 AP8 厂区的 P2 阶段将新增两座以 CoWoS 为主的先进封装设施，而原本计划用于 SoIC 工艺的嘉义 AP7 厂区 P2、P3 也将改为主产 CoWoS。此外面板级的 CoPoS 封装量产时间也延后至 2029 年。另有消息表示，台积电也考虑在云林建设新的先进封装厂区，在美子公司 TSMC Arizona 原定的两座先进封装设施也有望倍增至四座。","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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