EPISODE · Jul 17, 2026 · 6 MIN
先進封裝四波產業大潮 InFO→訂單外溢→混合鍵合→玻璃基板【談股論金 EP128】
from 談股論金 · host 先探投資週刊
AI算力爆發讓先進封裝成核心戰場！本集拆解從InFO、CoWoS外溢潮，到混合鍵合與玻璃基板的四波技術革命，看台灣供應鏈如何築起護城河！ 【單集重點】 封裝技術奠定商業基石 高端算力引爆產能外溢 混合鍵合邁向立體堆疊 玻璃基板成新長線戰場 -- Hosting provided by SoundOn
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先進封裝四波產業大潮 InFO→訂單外溢→混合鍵合→玻璃基板【談股論金 EP128】
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