[新聞] 魏哲家直言CoWoS後段OSAT仍供不應求,明年台積電會非常努力
原文標題:魏哲家直言CoWoS後段OSAT仍供不應求,明年台積電會非常努力
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發布時間:2024/04/18 15:40
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記者署名:記者李純君報導
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原文內容:
【財訊快報/記者李純君報導】針對台積電(2330)因應AI趨勢的CoWoS產能建置規劃,總
裁魏哲家表示,需求很強、今年產能會超過倍增,台積電會盡力,但仍不足以滿足客戶需
求。
魏哲家表示,CoWoS需求非常非常強烈,台積電已經盡力了,也會全力以赴,但僅僅滿足
部分客戶需求,整體後段OSAT不足以滿足客戶需求。
魏哲家也補充,客戶需求極高,台積電將盡最大努力增加產能以緩解短缺,今年還不夠,
但明年台積電會非常努力。而放棄部分市占率不會是台積電考慮的選項。
心得/評論: 董事長用了兩個非常來形容COWOS產能有多缺
客戶端需求就看台積能生產多少了
會帶動相關股價上揚嗎?
※必需填寫滿30正體中文字,無意義者板規處分
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