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台积电回应砍单传闻:投入446亿元,规划8座CoWos封装厂
1月20日,据台媒消息,台积电将新建两座CoWos封装厂,厂址定于台南市的南部科学园区三期,预计投资金额超过2000亿台币,折合人民币大约446亿元。 据调研机构SemiWiki数据显示,英伟达是CoWoS最主要的客户, 占2025年台积电整体CoWos产能的63% ,博通、AMD和美满共占约10%,亚马逊以及英特尔占约3%。
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