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只进不出当存钱
美股不仅是美国股票🤩是世界股票🤩
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只进不出当存钱
只进不出当存钱
·
11-17 23:04
$英特尔(INTC)$
都出利好了 还不涨 是不是涨不动了[财迷]
台积电不再是唯一：苹果、高通评估Intel先进封装替代
同时，高通资料中心事业部的产品管理主管职缺，也将Intel EMIB列为一项重要的专业技能。市场人士指出，苹果和高通此次明确点名Intel技术，被视为产业开始走向多元化布局的信号，也预示着未来先进封装可能从单一依赖CoWoS，逐渐走向“双供应模式”。
台积电不再是唯一：苹果、高通评估Intel先进封装替代
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只进不出当存钱
只进不出当存钱
·
11-17 22:51
$SanDisk Corp(SNDK)$
反弹真快 以为被套了 几天就解套了[财迷]
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只进不出当存钱
只进不出当存钱
·
11-11
$英特尔(INTC)$
最近不坚挺啊 新官上任三把火 烧完了吗
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2
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只进不出当存钱
只进不出当存钱
·
11-08
$纳斯达克(.IXIC)$
$英特尔(INTC)$
什么时候反弹？ 是不是在等政府开门or 降息？
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只进不出当存钱
只进不出当存钱
·
11-06
$纳斯达克(.IXIC)$
$英特尔(INTC)$
11月份会不会是震荡走势？ 前面几个月好多科技股涨幅已经很高了， 有点涨不动了，估计将进入大幅震荡走势。
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只进不出当存钱
只进不出当存钱
·
11-05
$美国超微公司(AMD)$
浮赢多 比较抗跌 [开心] 不怕不怕啦
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只进不出当存钱
只进不出当存钱
·
11-05
11月份了，会有什么利好？
$英特尔(INTC)$
前面每月都有利好消息，现在到11月份了，会出什么利好消息呢？ 是关于AI产品的 or 还是工厂量产的消息？
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11月份了，会有什么利好？
只进不出当存钱
只进不出当存钱
·
10-23
$英特尔(INTC)$
出了这么多政策 财报是不是要出利好？
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704
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只进不出当存钱
只进不出当存钱
·
10-22
$英特尔(INTC)$
现在消息多了 传说微软有单了
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只进不出当存钱
只进不出当存钱
·
10-16
$英特尔(INTC)$
现在开始推产品了，比如AI芯片。推完产品还能干啥，是不是就没事干了？前期的手段，拉投资拉客户还能拉到吗？
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href=\"https://laohu8.com/S/INTC\">$英特尔(INTC)$ </a> 都出利好了 还不涨 是不是涨不动了[财迷] ","listText":"<a href=\"https://laohu8.com/S/INTC\">$英特尔(INTC)$ </a> 都出利好了 还不涨 是不是涨不动了[财迷] ","text":"$英特尔(INTC)$ 都出利好了 还不涨 是不是涨不动了[财迷]","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":1,"repostSize":0,"link":"https://laohu8.com/post/501193026626336","repostId":"2584643350","repostType":2,"repost":{"id":"2584643350","kind":"news","pubTimestamp":1763368416,"share":"https://www.laohu8.com/m/news/2584643350?lang=&edition=full","pubTime":"2025-11-17 16:33","market":"us","language":"zh","title":"台积电不再是唯一：苹果、高通评估Intel先进封装替代","url":"https://stock-news.laohu8.com/highlight/detail?id=2584643350","media":"快科技","summary":"同时，高通资料中心事业部的产品管理主管职缺，也将Intel EMIB列为一项重要的专业技能。市场人士指出，苹果和高通此次明确点名Intel技术，被视为产业开始走向多元化布局的信号，也预示着未来先进封装可能从单一依赖CoWoS，逐渐走向“双供应模式”。","content":"<html><body><article><p>快科技11月17日消息，随着全球对AI和高性能计算芯片需求的增长，先进封装技术的需求持续升温，市场对<a href=\"https://laohu8.com/S/TSM\">台积电</a>CoWoS产线的依赖也达到了高峰。</p><p>由于台积电的CoWoS产能目前主要被NVIDIA、<a href=\"https://laohu8.com/S/AMD\">AMD</a>以及大型云端客户承包，留给新客户的排程弹性和空间非常有限。</p><p>这使得其他芯片大厂不得不开始积极评估并布局多元化的封装路线，<strong>包括<a href=\"https://laohu8.com/S/AAPL\">苹果</a>和<a href=\"https://laohu8.com/S/QCOM\">高通</a>在内的多家科技巨头，正积极在其新招聘的职缺中明确要求具备Intel EMIB和Foveros等封装技术的经验。</strong></p><img src=\"https://fid-75186.picgzc.qpic.cn/20251117163723644d2064khoh8y8zyq\"/><p>苹果公司正在招聘DRAM封装工程师，其技能要求中明确列出了对CoWoS、EMIB、SoIC以及PoP等多种先进封装技术的熟悉程度。</p><img src=\"https://fid-75186.picgzc.qpic.cn/20251117163724708d206f3zyzb7dwws\"/><p><strong>同时，高通资料中心事业部的产品管理主管职缺，也将Intel EMIB列为一项重要的专业技能。</strong></p><p>Intel CEO及高层过去曾多次强调，自家的Foveros和EMIB技术已吸引了多家客户的兴趣，并具备大规模量产的能力。</p><img src=\"https://fid-75186.picgzc.qpic.cn/20251117163734248d2064fwdjnhdh7o\"/><p>其中EMIB属于2.5D封装，采用嵌入式硅桥连接多颗芯片，实现水平整合，无需大型硅中介层，具备成本较低和散热优良的优点。</p><p><strong>Foveros属于3D垂直堆叠封装，通过硅通孔（TSV）进行异质垂直堆叠，适合混合不同制程的芯片，具有高密度和省电的特性，</strong>Meteor Lake、Arrow Lake与Lunar Lake均采用了此项技术。</p><p>而台积电的CoWoS则属于2.5D大型硅中介层封装，是目前支持最多颗HBM堆叠的解决方案，也是AI GPU最主要采用的市场主流技术，优势在于成熟度高、产线规模大。</p><p>市场人士指出，苹果和高通此次明确点名Intel技术，被视为产业开始走向多元化布局的信号，也预示着未来先进封装可能从单一依赖CoWoS，逐渐走向“双供应模式”。</p><img src=\"https://fid-75186.picgzc.qpic.cn/20251117163734925d20686a0l612i32\"/></article></body></html>","source":"tencent","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>台积电不再是唯一：苹果、高通评估Intel先进封装替代</title>\n<style 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margin: 0;line-height: 11px;}\n.small {font-size: 12.5px; display: inline-block; transform: scale(0.9); -webkit-transform: scale(0.9); transform-origin: left; -webkit-transform-origin: left;}\n.smaller {font-size: 12.5px; display: inline-block; transform: scale(0.8); -webkit-transform: scale(0.8); transform-origin: left; -webkit-transform-origin: left;}\n.bt-text {font-size: 12px;margin: 1.5em 0 0 0}\n.bt-text p {margin: 0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\n台积电不再是唯一：苹果、高通评估Intel先进封装替代\n</h2>\n\n<h4 class=\"meta\">\n\n\n2025-11-17 16:33 北京时间 <a href=http://gu.qq.com/resources/shy/news/detail-v2/index.html#/?id=nesSN20251117163738a6fee860&s=b><strong>快科技</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>快科技11月17日消息，随着全球对AI和高性能计算芯片需求的增长，先进封装技术的需求持续升温，市场对台积电CoWoS产线的依赖也达到了高峰。由于台积电的CoWoS产能目前主要被NVIDIA、AMD以及大型云端客户承包，留给新客户的排程弹性和空间非常有限。这使得其他芯片大厂不得不开始积极评估并布局多元化的封装路线，包括苹果和高通在内的多家科技巨头，正积极在其新招聘的职缺中明确要求具备Intel ...</p>\n\n<a href=\"http://gu.qq.com/resources/shy/news/detail-v2/index.html#/?id=nesSN20251117163738a6fee860&s=b\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"IE00BZ1G4Q59.USD":"LEGG MASON CLEARBRIDGE US EQUITY SUSTAINABILITY LEADER \"A\"(USD) INC (A)","LU1989772840.SGD":"CPR Invest - Climate Action A2 Acc SGD-H","LU2602419157.SGD":"HSBC ISLAMIC GLOBAL EQUITY INDEX \"AC\" (SGD) ACC","LU1242518931.SGD":"Fullerton Lux Funds - Asia Absolute Alpha A Acc SGD","BK4612":"AI芯片","LU2756315318.SGD":"ALLIANZ INCOME AND GROWTH \"AMG\" (SGDHDG) INC A","LU1803068979.SGD":"FTIF - Franklin Technology A (acc) SGD-H1","BK4559":"巴菲特持仓","LU0979878070.USD":"FULLERTON LUX FUNDS - ASIA ABSOLUTE ALPHA \"A\" (USD) ACC","LU2023250843.SGD":"Allianz Thematica Cl AT Acc H2-SGD","LU2487616109.SGD":"JPM AMERICA EQUITY \"A\" (SGD) ACC","BK4579":"人工智能","IE00BJLML261.HKD":"HSBC GLOBAL EQUITY INDEX \"HCH\" (HKD) ACC","LU2028103732.USD":"ALLIANZ GLOBAL SUSTAINABILITY 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