NVIDIA封裝變革　台積電搶灘AI市場

Yahoo Entertainment - 2025년 1월 14일

NVIDIA封裝變革　台積電搶灘AI市場

Morgan Stanley最新報告透露，NVIDIA正大幅調整其AI晶片的封裝策略，從原先的CoWoS-S技術轉向效能更高的CoWoS-L。為此，台積電（TSMC）已應NVIDIA的要求，開始將部分CoWoS-S產能轉為CoWoS-L，以生產NVIDIA的GB300A單晶片GPU。分析指出，此舉不僅強化NVIDIA在AI市場的領導地位，也將為台積電帶來長期成長動能。

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