《#高調經濟學 EP.26》台積電CoWoS產能吃緊，英特爾靠神祕黑科技EMIB搶市，科技大廠會出現跳槽潮嗎？相關供應鏈聯電、鈦昇、辛耘擁抱轉型商機，誰是隱藏版AI大贏家？| #高閔漳

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台積電的CoWoS稱霸先進封裝市場多年，如今卻突然冒出一個新對手—英特爾的EMIB，市場甚至傳出，Google、Meta等科技巨頭，正在評估導入的可能性。當CoWoS產能供不應求，EMIB真的有機會趁勢翻身嗎？ 00:23 開場 02:03 沉寂多年的晶片巨頭為何突然成為市場焦點？ 02:56 什麼是EMIB？封裝黑科技如何壓低成本？ 04:03 當EMIB技術冒出頭誰會成為潛在受惠者？ 04:30 聯電（2303）》老牌晶圓廠再出招成熟製程也能卡位AI浪潮 06:55 鈦昇（8027）》玻璃基板開路先鋒用TGV技術被市場看見 09:03 辛耘（3583）》靠濕製程設備卡位英特爾EMIB戰略核心 11:28 EMIB會撼動CoWoS的霸權嗎？ #EMIB #嵌入式多晶片互連橋接#英特爾#CoWoS#台積電#先進封裝#輝達#Feynman#SK海力士#矽橋#矽中介層#ASIC晶片#聯電#成熟製程#2303#FinFET製程#SuperMIM#鈦昇#8027#TGV#玻璃鑽孔#玻璃基板#辛耘#3583#濕製程#翹曲#山太士#台股#上市櫃公司#投資#熱門#理財#產業分析華冠證券投資顧問股份有限公司 100台北市中正區忠孝東路二段100號6樓之2 華冠投顧 111金管投顧新字第015號 *服務專線：02-6630-3231 本公司與所推介分析之個別有價證券無不當之財務利益關係，本節目資料僅供參考，投資人應獨立判斷，審慎評估並自負投資風險，華冠投顧(111)金管投顧新字第015號 -- Hosting provided by SoundOn

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《#高調經濟學 EP.26》台積電CoWoS產能吃緊，英特爾靠神祕黑科技EMIB搶市，科技大廠會出現跳槽潮嗎？相關供應鏈聯電、鈦昇、辛耘擁抱轉型商機，誰是隱藏版AI大贏家？| #高閔漳

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