EPISODE · May 8, 2026 · 7 MIN
台積電CoPoS登板 3大紅利族群現身【談股論金 EP118】
from 談股論金 · host 先探投資週刊
摩爾定律面臨極限，先進封裝成為運算力擴展關鍵！本集深度解析台積電從 CoWoS 演進至 CoPoS 的技術革命，探討方形面板如何解決 AI 晶片產能瓶頸，並同步鎖定檢測、設備與特用化學材料等供應鏈升級下的全新投資紅利！ 【單集重點】 1. 先進封裝技術演進 2. 方形面板提升產能 3. 玻璃基板解決翹曲 4. 設備材料全面升級 -- Hosting provided by SoundOn
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台積電CoPoS登板 3大紅利族群現身【談股論金 EP118】
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