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台积电 CoWoS 明年产能全部预定完毕，部分客户转投英特尔 EMIB‑T
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台积电 CoWoS 明年产能全部预定完毕，部分客户转投英特尔 EMIB‑T
发布时间：2026-09-03 10:30:04
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台积电 CoWoS 明年产能全部预定完毕，部分客户转投英特尔 EMIB‑T
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<article><section data-type="rtext"><p>【环球网科技综合报道】9月3日消息，据ChosunBiz报道，近期AI 算力需求持续高涨，带动先进封装市场快速扩张。台积电 CoWoS 先进封装明年产能配额已被全部预订，额外产能释放空间有限，产业链相关企业开始推进封装技术方案多元化布局。</p><p><i class="pic-con"></p><p>据行业信息显示，台积电 CoWoS 先进封装产能紧张，相关排期已排至 2027 年，部分客户订单交付周期超过一年，行业出现晶圆制造环节供给平稳，但后端先进封装产能瓶颈制约芯片整体出货的行业现状。</p> <adv-loader __attr__inner="7004636" __attr__style="width: auto;position: relative;float: left;border: 1px solid #ebebeb; padding: 20px;overflow: hidden;margin: 10px 30px 40px 0;"></adv-loader> <p>面对产能约束，多家全球科技企业与芯片设计企业开始评估、落地多元先进封装技术方案，英特尔改进型嵌入式多芯片互连桥技术 EMIB‑T 获得更多关注。联发科在业绩说明会上表示，将同时运用 CoWoS 与 EMIB‑T 技术开展超大型 AI 专用芯片研发。博通、Meta 出于成本因素，正在评估相关技术方案，谷歌、英伟达也对 EMIB‑T 技术表达出较高的关注。</p><p>存储芯片厂商 SK 海力士也在推进供应链布局优化。此前 SK 海力士长期和台积电开展合作，共同优化高带宽内存 HBM 与 CoWoS 的适配工作。目前该企业正评估***用搭载英特尔 EMIB 技术的基板，实现 HBM 内存与逻辑芯片一体化封装，以此降低对单一封装渠道的依赖，推动封装供应链走向多元。（纯钧）</p></section><img src='/image/161796-0' alt='台积电 CoWoS 明年产能全部预定完毕，部分客户转投英特尔 EMIB‑T'> </div> </div> <div class="newshowbox_r"> <div class="newshowbox_r_t c"> <div 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