AI算力需求持续强劲！台积电2026年CoWoS产能有望大增33%_老虎社区_美港股上老虎

AI算力需求持续强劲！台积电2026年CoWoS产能有望大增33%

智通财经2025-07-02

7月2日，摩根士丹利近期调查显示，台积电2026 年 CoWoS 产能有望同比增长超 30%，这对英伟达和 AI ASIC 供应链是利好消息。不过，B30 GPU 运往中国大陆的情况存在不确定性，可能影响中国 AI 资本支出。初步预计 2026 年云半导体增长强劲，台积电 CoWoS 总产能有望达 9 万 -9.5 万片，意味着从 2025 年底的 7 万片起增长 33%。其中 CoWoS-L ...

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href=http://www.zhitongcaijing.com/content/detail/1313019.html><strong>智通财经</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>7月2日，摩根士丹利近期调查显示，台积电2026 年 CoWoS 产能有望同比增长超 30%，这对英伟达和 AI ASIC 供应链是利好消息。不过，B30 GPU 运往中国大陆的情况存在不确定性，可能影响中国 AI 资本支出。初步预计 2026 年云半导体增长强劲，台积电 CoWoS 总产能有望达 9 万 -9.5 万片，意味着从 2025 年底的 7 万片起增长 33%。其中 CoWoS-L ...</p>\n\n<a href=\"http://www.zhitongcaijing.com/content/detail/1313019.html\">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":"SGXZ99366536.SGD","symbol_name":"United Global Innovation A Acc 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TSMC's CoWoS production capacity is expected to increase by 33% in 2026","themeId":null,"isJumpTheme":false,"ttsUrl":"https://static.tigerbbs.com/a4d021dfc94f23bac8485660c15e6d50","symbols_score_info":{"TSM":1},"content_text":"7月2日，摩根士丹利近期调查显示，台积电2026 年 CoWoS 产能有望同比增长超 30%，这对英伟达和 AI ASIC 供应链是利好消息。不过，B30 GPU 运往中国大陆的情况存在不确定性，可能影响中国 AI 资本支出。初步预计 2026 年云半导体增长强劲，台积电 CoWoS 总产能有望达 9 万 -9.5 万片，意味着从 2025 年底的 7 万片起增长 33%。其中 CoWoS-L 可能会扩展到 6.8 万片，显示Blackwell或Rubin需求强劲，因此适度上调了 2026 年 CoWoS 预测。AI 芯片测试供应链显示，Blackwell 芯片的测试时间可能从目前的 600-700 秒反弹至 800-900 秒，因新测试设备加入及 KYEC 参与，仍看好 KYEC 2026 年市场份额。关于AWS ASIC，大摩确认Alchip是Trainium3 XPU唯一供应商；Marvell将专注于\"XPU-attach\"芯片。预计Alchip的Trainium3收入将在2026年大幅增长，具体规模取决于台积电3纳米晶圆和CoWoS产能分配。Marvell的Trainium2生命周期尚待观察，其与XPU-attach收入将共同决定2026年增长。预计7月将确定Trainium4设计服务提供商，Alchip胜算较大。","kind":"news","is_publish_news":true,"is_publish_highlight":true,"is_publish_live":false,"is_publish_wemedia":false,"editions":null,"column":"","sentiment":"1","news_tag":"dataReport","news_rank":0,"isVideo":false,"video":null,"symbols":[],"gpt_button":1,"need_auth":false,"need_login_tip":false,"code":"91000000","status":"200"},"commentList":[],"hasMoreComments":false,"newsSizeData":{"likeSize":0,"commentSize":0,"repostSize":0,"favoriteSize":2,"likeStatus":false,"favoriteStatus":false},"isCrawlerRequest":true}