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OFweek维科网
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CoWoS的巨大需求,到明年涛声依旧
业界专家预测,至2025年,台积电可能会将CoWoS-S后段的oS封装制程的40%至50%外包给日月光,此举有望为日月光带来约1.5亿至2亿美元的业绩增长。 随着AI市场的迅速扩张和先进封装需求的激增,这些封装测试企业不仅有望获得更多客户的订单,还有可能进一步扩大生产规模,这对设备供应商而言极为有利。
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