March 4, 202600:25:57

EP127:【產業觀察小教室】SoIC成先進封裝新寵兒 CoWoS會是背後關鍵角色 ft. DIGITIMES分析師翁書婷

本集必聽:
(00:00:00) 開場

(00:02:00) 進入2奈米世代,資料頻寬大幅提升,SoIC先進封裝解方

(00:05:50) SoIC與CoWoS將互相搭配,SoIC YoY更勝CoWoS

(00:16:20) CoWoS產能持續吃緊,非台積陣營將與台積共舞

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製作 | 孫聖峰

科技產業瞬息萬變,訊息有真有假、有輕有重, 我們如何在最短的時間內,掌握最重要的資訊?
DIGITIMES 與商周攜手推出聯合方案,帶你看懂商業,也看透科技,雙重專業視角
幫助你全方位掌握產業趨勢。了解「DIGITIMES 與商周聯購方案」:https://dgt.ms/app_subscribe

 

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