英特尔先进封装，强势崛起_老虎社区_美港股上老虎

英特尔先进封装，强势崛起

半导体芯闻03-09 18:32

如果您希望可以时常见面，欢迎标星收藏哦~人工智能（AI）芯片需求快速攀升，使半导体产业的先进封装技术成为关键环节。市场传出，因台积电先进封装CoWoS产能长期吃紧，部分AI芯片客户开始评估其他方案，英特尔主打的EMIB封装技术因此受到关注。外媒近日报导指出，相关合作案规模上看每年数十亿美元，显示先进封装市场竞争正逐渐升温。根据Wccftech等外媒报导指出，随着AI运算需求持续扩大，高效能芯片...

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收藏哦~人工智能（AI）芯片需求快速攀升，使半导体产业的先进封装技术成为关键环节。市场传出，因台积电先进封装CoWoS产能长期吃紧，部分AI芯片客户开始评估其他方案，英特尔主打的EMIB封装技术因此受到关注。外媒近日报导指出，相关合作案规模上看每年数十亿美元，显示先进封装市场竞争正逐渐升温。根据Wccftech等外媒报导指出，随着AI运算需求持续扩大，高效能芯片不仅依赖先进制程，封装技术同样攸关效能表现。其中台积电CoWoS封装可整合GPU与高频宽记忆体（HBM），提供高速资料传输能力，已成为多家AI芯片设计公司采用的关键技术，但在AI需求爆发下，CoWoS产能长期满载，短期内供应仍相对紧绷。英特尔对此则积极推广自家EMIB与EMIB-T封装方案。英特尔财务长David Zinsner近期向投资人表示，市场对相关封装技术的兴趣明显提升，原本公司预期相关订单规模仅落在数亿美元，但随着客户洽谈进展，目前已有多项合作案接近每年数十亿美元等级，需求明显高于先前预期。产业人士指出，台积电与英特尔在先进封装的技术路径上各具特色。台积电的CoWoS采用完整“硅中介层”作为芯片互连平台，具备极高的频宽表现，但缺点在于硅材料使用量大、成本较高且扩产周期长。相比之下，英特尔的EMIB透过局部“硅桥”架构，仅在需要高速互连的特定区域嵌入硅片。这种做法不仅能维持高效能传输，更能降低材料成本与封装尺寸，并在设计弹性上展现优势。由于大型云端服务供应商（CSP）积极开发自有AI芯片，让先进封装重要性不亚于晶圆制造。市场传出，包括英伟达（NVIDIA）、Google及Meta在内的科技巨头，开始评估在下一代AI 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