美股研究社1
2024-03-13
消息称台积电对CoWoS设备厂启动新一波追单 年末产能或超出此前预期
3月13日｜据MoneyDJ，台积电本月对CoWoS设备厂再次启动新一波追单，交机时间预计为今年四季度。此前，台积电自2023年4月重启对CoWoS设备下单，第二、三波追加则分别落在去年6月、10月，之后多是零星增单，本月有新一波的积极追单。市场原先预计2024年底台积电CoWoS月产能将达到3.2万~3.5万片，如今预期或超过4万片。
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Mapleview
2024-03-13
Mapleview
你们这是要把产能开到天上去了吗？超出预期的速度真快！
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