{"id":68319,"date":"2026-07-16T00:01:43","date_gmt":"2026-07-15T16:01:43","guid":{"rendered":"https:\/\/naipnews.naipo.com\/?p=68319"},"modified":"2026-07-16T11:13:30","modified_gmt":"2026-07-16T03:13:30","slug":"%e6%91%a9%e5%b0%94%e5%ae%9a%e5%be%8b%e7%bb%88%e6%9e%81%e8%a7%a3%e6%b3%95%ef%bc%81%e4%bb%8e%e3%80%8c%e5%8c%96%e5%9c%86%e4%b8%ba%e6%96%b9%e3%80%8d%e5%88%b0%e7%8e%bb%e7%92%83%e5%9f%ba%e6%9d%bf%ef%bc%8c","status":"publish","type":"post","link":"https:\/\/naipnews.naipo.com\/zh-hans\/68319\/","title":{"rendered":"\u6469\u5c14\u5b9a\u5f8b\u7ec8\u6781\u89e3\u6cd5\uff01\u4ece\u300c\u5316\u5706\u4e3a\u65b9\u300d\u5230\u73bb\u7483\u57fa\u677f\uff0c\u5f02\u8d28\u6574\u5408\u5148\u8fdb\u5c01\u88c5\u5982\u4f55\u5f15\u7206\u82af\u7247\u65b0\u6218\u5c40\uff1f"},"content":{"rendered":"<p><strong>\u674e\u6dd1\u83b2<\/strong><strong>\u2571<\/strong><strong>\u5317\u7f8e\u667a\u6743\u62a5<\/strong> <strong>\u7f16\u8f91\u90e8<\/strong><\/p>\n<blockquote><p>\u5f53\u82af\u7247\u5fae\u7f29\u7684\u7269\u7406\u6781\u9650\u4e0e\u9ad8\u6602\u7684\u7814\u5236\u6210\u672c\uff0c\u53cc\u91cd\u5ba3\u544a\u4e86\u4f20\u7edf\u300c\u6469\u5c14\u5b9a\u5f8b\u300d\u5355\u4e00\u82af\u7247\u65f6\u4ee3\u7684\u7ec8\u7ed3\uff0c\u534a\u5bfc\u4f53\u4ea7\u4e1a\u7684\u6280\u672f\u4e3b\u5bfc\u6743\u5df2\u6084\u7136\u4ece\u524d\u6bb5\u5236\u7a0b\u79fb\u8f6c\u81f3\u540e\u6bb5\u7684\u5148\u8fdb\u5c01\u88c5\u4e0e\u5f02\u8d28\u6574\u5408\u3002\u8fd9\u4e0d\u4ec5\u662f\u4e00\u573a\u4ece 2.5D \u6c34\u5e73\u6392\u5217\u30013D \u6df7\u5408\u952e\u5408\u5230\u6b21\u4e16\u4ee3\u73bb\u7483\u57fa\u677f\u7684\u6750\u6599\u4e0e\u7ed3\u6784\u9769\u547d\uff0c\u66f4\u662f\u4e00\u6b21\u5168\u9762\u91cd\u65b0\u5b9a\u4e49\u534a\u5bfc\u4f53\u4ea7\u4e1a\u94fe\u4ef7\u503c\u5206\u914d\u7684\u5546\u4e1a\u91cd\u5851\u3002\u9762\u5bf9 NVIDIA \u7b49\u79d1\u6280\u5de8\u5934\u5bf9\u4ea7\u80fd\u7684\u5f3a\u529b\u4e89\u593a\uff0c\u5168\u7403\u9ad8\u9636\u5c01\u88c5\u4ea7\u80fd\u5728\u4f9b\u9700\u5931\u8861\u7684\u300c\u9ec4\u91d1\u5468\u671f\u300d\u91cc\u9677\u5165\u524d\u6240\u672a\u6709\u7684\u4ea7\u80fd\u7126\u8651\u3002\u4e0e\u6b64\u540c\u65f6\uff0c\u5730\u7f18\u653f\u6cbb\u4e0b\u7684\u4e13\u5229\u5730\u58f3\u53d8\u52a8\u3001\u5171\u5c01\u88c5\u5149\u5b66\uff08CPO\uff09\u7684\u8de8\u9886\u57df\u6574\u5408\uff0c\u4ee5\u53ca\u53f0\u79ef\u7535\u8d44\u672c\u652f\u51fa\u6fc0\u589e\u6240\u5e26\u52a8\u7684\u53f0\u6e7e\u672c\u571f\u4f9b\u5e94\u94fe\u7ea2\u5229\uff0c\u6b63\u5171\u540c\u4ea4\u7ec7\u51fa\u4e00\u4e2a\u8de8\u8d8a\u6750\u6599\u3001\u8bbe\u5907\u3001\u667a\u8d22\u6743\u4e0e\u5730\u7f18\u653f\u6cbb\u7684\u5168\u65b0\u82af\u7247\u6218\u5c40\u3002\u672c\u6587\u5c06\u5e26\u9886\u8bfb\u8005\u6df1\u5ea6\u5256\u6790\u8fd9\u573a\u7275\u52a8\u534a\u5bfc\u4f53\u672a\u6765\u9ec4\u91d1\u5341\u5e74\u7684\u300c\u5316\u5706\u4e3a\u65b9\u300d\u6280\u672f\u53d8\u9769\u4e0e\u5168\u7403\u7ade\u4e89\u56fe\u8c31\u3002<\/p>\n<p><img loading=\"lazy\" decoding=\"async\" class=\"aligncenter size-full wp-image-68359\" src=\"https:\/\/naipnews.naipo.com\/wp-content\/uploads\/2024\/07\/packaging.jpg\" alt=\"\" width=\"1763\" height=\"591\" srcset=\"https:\/\/naipnews.naipo.com\/wp-content\/uploads\/2024\/07\/packaging.jpg 1763w, https:\/\/naipnews.naipo.com\/wp-content\/uploads\/2024\/07\/packaging-768x257.jpg 768w, https:\/\/naipnews.naipo.com\/wp-content\/uploads\/2024\/07\/packaging-1536x515.jpg 1536w, https:\/\/naipnews.naipo.com\/wp-content\/uploads\/2024\/07\/packaging-1068x358.jpg 1068w\" sizes=\"auto, (max-width: 1763px) 100vw, 1763px\" \/><\/p><\/blockquote>\n<p>\u968f\u7740\u6469\u5c14\u5b9a\u5f8b\uff08Moore&#8217;s Law\uff09\u5728\u7269\u7406\u5c3a\u5ea6\u5fae\u7f29\u4e0e\u7ecf\u6d4e\u6548\u76ca\u4e0a\u9762\u4e34\u53cc\u91cd\u6781\u9650\uff0c\u4f20\u7edf\u5355\u4e00\u82af\u7247\uff08Monolithic\uff09\u7684\u8bbe\u8ba1\u6a21\u5f0f\u5df2\u96be\u4ee5\u5355\u72ec\u652f\u6491\u8fd0\u7b97\u6548\u80fd\u7684\u6307\u6570\u7ea7\u6210\u957f\u3002\u5728\u6b64\u8109\u7edc\u4e0b\uff0c\u534a\u5bfc\u4f53\u4ea7\u4e1a\u7684\u6280\u672f\u4e3b\u5bfc\u529b\u91cf\u5df2\u7531\u524d\u6bb5\u5236\u7a0b\u5fae\u7f29\u6b63\u5f0f\u8f6c\u79fb\u81f3\u540e\u6bb5\u7684\u5148\u8fdb\u5c01\u88c5\uff08Advanced Packaging\uff09\u4e0e\u5f02\u8d28\u6574\u5408\uff08Heterogeneous Integration\uff09\u6280\u672f\u3002\u5f02\u8d28\u6574\u5408\u85c9\u7531\u5c06\u4e0d\u540c\u5236\u7a0b\u8282\u70b9\u3001\u4e0d\u540c\u6750\u8d28\uff08\u5982\u7845\u3001\u7837\u5316\u9553\u3001\u78f7\u5316\u94df\uff09\u4ee5\u53ca\u4e0d\u540c\u529f\u80fd\u7684\u6676\u7c92\uff08Chiplets\uff09\u6574\u5408\u4e8e\u5355\u4e00\u5c01\u88c5\u4f53\u4e2d\uff0c\u5b9e\u73b0\u7cfb\u7edf\u7ea7\u521b\u65b0\uff08System-Level Innovation\uff09\uff0c\u5e76\u5168\u9762\u91cd\u65b0\u5b9a\u4e49\u534a\u5bfc\u4f53\u4ea7\u4e1a\u94fe\u7684\u4ef7\u503c\u7ed3\u6784\u3002<\/p>\n<div id=\"ez-toc-container\" class=\"ez-toc-v2_0_69_1 counter-hierarchy ez-toc-counter ez-toc-grey ez-toc-container-direction\">\n<div class=\"ez-toc-title-container\">\n<p class=\"ez-toc-title\" style=\"cursor:inherit\">\u76ee\u9304<\/p>\n<span class=\"ez-toc-title-toggle\"><a href=\"#\" class=\"ez-toc-pull-right ez-toc-btn ez-toc-btn-xs ez-toc-btn-default ez-toc-toggle\" aria-label=\"Toggle Table of Content\"><span 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href=\"https:\/\/naipnews.naipo.com\/zh-hans\/68319\/#%E7%BB%86%E5%88%86%E5%BA%94%E7%94%A8%E5%B8%82%E5%9C%BA%E4%B8%80%EF%BC%9A5G_%E5%B0%84%E9%A2%91%EF%BC%88RF%EF%BC%89%E4%B8%8E%E9%80%9A%E8%AE%AF%E7%B3%BB%E7%BB%9F%E7%BA%A7%E5%B0%81%E8%A3%85%EF%BC%88SiP%EF%BC%89\" title=\"\u7ec6\u5206\u5e94\u7528\u5e02\u573a\u4e00\uff1a5G \u5c04\u9891\uff08RF\uff09\u4e0e\u901a\u8baf\u7cfb\u7edf\u7ea7\u5c01\u88c5\uff08SiP\uff09\">\u7ec6\u5206\u5e94\u7528\u5e02\u573a\u4e00\uff1a5G \u5c04\u9891\uff08RF\uff09\u4e0e\u901a\u8baf\u7cfb\u7edf\u7ea7\u5c01\u88c5\uff08SiP\uff09<\/a><\/li><li class='ez-toc-page-1 ez-toc-heading-level-3'><a class=\"ez-toc-link ez-toc-heading-8\" href=\"https:\/\/naipnews.naipo.com\/zh-hans\/68319\/#%E7%BB%86%E5%88%86%E5%BA%94%E7%94%A8%E5%B8%82%E5%9C%BA%E4%BA%8C%EF%BC%9A%E5%85%B1%E5%B0%81%E8%A3%85%E5%85%89%E5%AD%A6%EF%BC%88CPO%EF%BC%89%E4%B8%8E%E9%AB%98%E9%98%B6%E5%85%89%E7%94%B5%E9%9B%86%E6%88%90%E7%94%B5%E8%B7%AF%EF%BC%88PIC%EF%BC%89\" title=\"\u7ec6\u5206\u5e94\u7528\u5e02\u573a\u4e8c\uff1a\u5171\u5c01\u88c5\u5149\u5b66\uff08CPO\uff09\u4e0e\u9ad8\u9636\u5149\u7535\u96c6\u6210\u7535\u8def\uff08PIC\uff09\">\u7ec6\u5206\u5e94\u7528\u5e02\u573a\u4e8c\uff1a\u5171\u5c01\u88c5\u5149\u5b66\uff08CPO\uff09\u4e0e\u9ad8\u9636\u5149\u7535\u96c6\u6210\u7535\u8def\uff08PIC\uff09<\/a><\/li><\/ul><\/li><li class='ez-toc-page-1 ez-toc-heading-level-2'><a class=\"ez-toc-link ez-toc-heading-9\" href=\"https:\/\/naipnews.naipo.com\/zh-hans\/68319\/#%E5%85%88%E8%BF%9B%E5%B0%81%E8%A3%85%E5%85%A8%E7%90%83%E4%B8%93%E5%88%A9%E6%A6%82%E8%A7%82%E4%B8%8E%E7%9F%A5%E8%AF%86%E4%BA%A7%E6%9D%83%E5%9C%B0%E7%BC%98%E8%A7%92%E9%80%90\" title=\"\u5148\u8fdb\u5c01\u88c5\u5168\u7403\u4e13\u5229\u6982\u89c2\u4e0e\u77e5\u8bc6\u4ea7\u6743\u5730\u7f18\u89d2\u9010\">\u5148\u8fdb\u5c01\u88c5\u5168\u7403\u4e13\u5229\u6982\u89c2\u4e0e\u77e5\u8bc6\u4ea7\u6743\u5730\u7f18\u89d2\u9010<\/a><ul class='ez-toc-list-level-3' ><li class='ez-toc-heading-level-3'><a class=\"ez-toc-link ez-toc-heading-10\" href=\"https:\/\/naipnews.naipo.com\/zh-hans\/68319\/#%E4%B8%89%E5%A4%A7%E5%8D%8A%E5%AF%BC%E4%BD%93%E9%9C%B8%E4%B8%BB%E7%9A%84%E5%85%88%E8%BF%9B%E5%B0%81%E8%A3%85%E4%B8%93%E5%88%A9%E7%AB%9E%E4%BA%89%E5%8A%9B\" title=\"\u4e09\u5927\u534a\u5bfc\u4f53\u9738\u4e3b\u7684\u5148\u8fdb\u5c01\u88c5\u4e13\u5229\u7ade\u4e89\u529b\">\u4e09\u5927\u534a\u5bfc\u4f53\u9738\u4e3b\u7684\u5148\u8fdb\u5c01\u88c5\u4e13\u5229\u7ade\u4e89\u529b<\/a><\/li><li class='ez-toc-page-1 ez-toc-heading-level-3'><a class=\"ez-toc-link ez-toc-heading-11\" href=\"https:\/\/naipnews.naipo.com\/zh-hans\/68319\/#%E5%90%88%E9%94%AE%E5%90%88%E3%80%81CPO_%E4%B8%8E_FOPLP%E4%B8%93%E5%88%A9%E8%AF%89%E8%AE%BC%E4%B8%8E%E6%8E%88%E6%9D%83%E5%8A%A8%E6%80%81\" title=\"\u5408\u952e\u5408\u3001CPO \u4e0e FOPLP\u4e13\u5229\u8bc9\u8bbc\u4e0e\u6388\u6743\u52a8\u6001\">\u5408\u952e\u5408\u3001CPO \u4e0e FOPLP\u4e13\u5229\u8bc9\u8bbc\u4e0e\u6388\u6743\u52a8\u6001<\/a><\/li><\/ul><\/li><li class='ez-toc-page-1 ez-toc-heading-level-2'><a class=\"ez-toc-link ez-toc-heading-12\" href=\"https:\/\/naipnews.naipo.com\/zh-hans\/68319\/#%E5%85%B3%E9%94%AE%E6%95%A3%E7%83%AD%E4%B8%93%E5%88%A9%E8%A7%A3%E6%9E%90%E3%80%81%E6%9D%90%E6%96%99%E7%93%B6%E9%A2%88%E4%B8%8E%E5%8F%B0%E6%B9%BE%E6%9C%AC%E5%9C%9F%E8%AE%BE%E5%A4%87%E6%9D%90%E6%96%99%E5%95%86%E6%9C%BA\" title=\"\u5173\u952e\u6563\u70ed\u4e13\u5229\u89e3\u6790\u3001\u6750\u6599\u74f6\u9888\u4e0e\u53f0\u6e7e\u672c\u571f\u8bbe\u5907\u6750\u6599\u5546\u673a\">\u5173\u952e\u6563\u70ed\u4e13\u5229\u89e3\u6790\u3001\u6750\u6599\u74f6\u9888\u4e0e\u53f0\u6e7e\u672c\u571f\u8bbe\u5907\u6750\u6599\u5546\u673a<\/a><ul class='ez-toc-list-level-3' ><li class='ez-toc-heading-level-3'><a class=\"ez-toc-link ez-toc-heading-13\" href=\"https:\/\/naipnews.naipo.com\/zh-hans\/68319\/#3D_%E5%A0%86%E6%A0%88%E6%9E%81%E9%99%90%E7%83%AD%E6%95%A3%E5%A4%B1%E4%B8%8E%E5%BA%94%E5%8A%9B%E8%B0%83%E6%8E%A7%E4%B8%93%E5%88%A9\" title=\"3D \u5806\u6808\u6781\u9650\u70ed\u6563\u5931\u4e0e\u5e94\u529b\u8c03\u63a7\u4e13\u5229\">3D \u5806\u6808\u6781\u9650\u70ed\u6563\u5931\u4e0e\u5e94\u529b\u8c03\u63a7\u4e13\u5229<\/a><\/li><li class='ez-toc-page-1 ez-toc-heading-level-3'><a class=\"ez-toc-link ez-toc-heading-14\" href=\"https:\/\/naipnews.naipo.com\/zh-hans\/68319\/#%E5%8F%B0%E6%B9%BE%E6%9C%AC%E5%9C%9F%E5%8D%8A%E5%AF%BC%E4%BD%93%E8%AE%BE%E5%A4%87%E3%80%81%E6%B5%8B%E8%AF%95%E4%B8%8E%E6%9D%90%E6%96%99%E4%BE%9B%E5%BA%94%E9%93%BE%E7%9A%84%E6%88%90%E9%95%BF%E7%BA%A2%E5%88%A9\" title=\"\u53f0\u6e7e\u672c\u571f\u534a\u5bfc\u4f53\u8bbe\u5907\u3001\u6d4b\u8bd5\u4e0e\u6750\u6599\u4f9b\u5e94\u94fe\u7684\u6210\u957f\u7ea2\u5229\">\u53f0\u6e7e\u672c\u571f\u534a\u5bfc\u4f53\u8bbe\u5907\u3001\u6d4b\u8bd5\u4e0e\u6750\u6599\u4f9b\u5e94\u94fe\u7684\u6210\u957f\u7ea2\u5229<\/a><\/li><li class='ez-toc-page-1 ez-toc-heading-level-3'><a class=\"ez-toc-link ez-toc-heading-15\" href=\"https:\/\/naipnews.naipo.com\/zh-hans\/68319\/#%E5%85%88%E8%BF%9B%E5%B0%81%E8%A3%85%E5%85%A8%E7%90%83%E7%AB%9E%E5%90%88%E4%B8%8E%E8%B7%A8%E5%9B%BD%E5%B8%83%E5%B1%80\" title=\"\u5148\u8fdb\u5c01\u88c5\u5168\u7403\u7ade\u5408\u4e0e\u8de8\u56fd\u5e03\u5c40\">\u5148\u8fdb\u5c01\u88c5\u5168\u7403\u7ade\u5408\u4e0e\u8de8\u56fd\u5e03\u5c40<\/a><\/li><\/ul><\/li><li class='ez-toc-page-1 ez-toc-heading-level-2'><a class=\"ez-toc-link ez-toc-heading-16\" href=\"https:\/\/naipnews.naipo.com\/zh-hans\/68319\/#%E6%80%BB%E7%BB%93%E4%B8%8E%E9%95%BF%E7%BA%BF%E5%8F%91%E5%B1%95%E8%B6%8B%E5%8A%BF\" title=\"\u603b\u7ed3\u4e0e\u957f\u7ebf\u53d1\u5c55\u8d8b\u52bf\">\u603b\u7ed3\u4e0e\u957f\u7ebf\u53d1\u5c55\u8d8b\u52bf<\/a><\/li><\/ul><\/nav><\/div>\n<h2><span class=\"ez-toc-section\" id=\"%E5%BC%82%E8%B4%A8%E6%95%B4%E5%90%88%E5%85%88%E8%BF%9B%E5%B0%81%E8%A3%85%E4%B9%8B%E6%A0%B8%E5%BF%83%E6%8A%80%E6%9C%AF%E6%BC%94%E8%BF%9B%E4%B8%8E%E5%B9%B3%E5%8F%B0%E9%9D%A9%E6%96%B0\"><\/span><strong>\u5f02\u8d28\u6574\u5408\u5148\u8fdb\u5c01\u88c5\u4e4b\u6838\u5fc3\u6280\u672f\u6f14\u8fdb\u4e0e\u5e73\u53f0\u9769\u65b0<\/strong><span class=\"ez-toc-section-end\"><\/span><\/h2>\n<h3><span class=\"ez-toc-section\" id=\"25D%E4%B8%8E3D%E5%9E%82%E7%9B%B4%E5%A0%86%E6%A0%88%E6%8A%80%E6%9C%AF%E7%9A%84%E6%8A%80%E6%9C%AF%E4%BA%A4%E8%81%94\"><\/span><strong>2.5D<\/strong><strong>\u4e0e<\/strong><strong>3D<\/strong><strong>\u5782\u76f4\u5806\u6808\u6280\u672f\u7684\u6280\u672f\u4ea4\u8054<\/strong><span class=\"ez-toc-section-end\"><\/span><\/h3>\n<p>\u5f02\u8d28\u6574\u5408\u7684\u6838\u5fc3\u5728\u4e8e\u5efa\u7acb\u9ad8\u5bc6\u5ea6\u3001\u4f4e\u5ef6\u8fdf\u4e14\u4f4e\u529f\u8017\u7684\u82af\u7247\u95f4\u4e92\u8fde\u3002\u53f0\u79ef\u7535 (TSMC)\u3001\u82f1\u7279\u5c14\uff08Intel\uff09\u4e0e\u4e09\u661f\uff08Samsung\uff09\u7b49\u4e09\u5927\u5de8\u5934\u57282.5D\u4e0e3D\u7ed3\u6784\u7684\u7814\u53d1\u4e0a\u5df2\u6f14\u8fdb\u51fa\u9ad8\u5ea6\u5206\u5316\u5374\u53c8\u76f8\u4e92\u4ea4\u8054\u7684\u67b6\u6784\u3002<\/p>\n<p>\u57283D\u5782\u76f4\u5806\u6808\u9886\u57df\uff0c\u53f0\u79ef\u7535\u7684\u7cfb\u7edf\u6574\u5408\u82af\u7247\uff08SoIC\uff09\u6280\u672f\u5f15\u9886\u4e86\u5168\u65b0\u4e16\u4ee3\u76843D\u5148\u8fdb\u5c01\u88c5\uff0c\u6210\u4e3a\u7a81\u7834\u5355\u4e00\u82af\u7247\u6676\u4f53\u7ba1\u5bc6\u5ea6\u3001\u8baf\u53f7\u4f20\u8f93\u6548\u7387\u4ee5\u53ca\u529f\u8017\u4e0e\u6563\u70ed\u7b49\u4e09\u5927\u7269\u7406\u74f6\u9888\u7684\u552f\u4e00\u89e3\u65b9\u3002\u76f8\u8f83\u4e8e\u4f20\u7edf 2.5D\u6c34\u5e73\u6392\u5217\u6280\u672f\u4f1a\u4ea7\u751f\u79ef\u70ed\u4e0e\u7535\u529b\u635f\u8017\uff0c\u5e76\u53d7\u9650\u4e8e\u5149\u7f69\uff08Reticle\uff09\u9762\u79ef\u800c\u65e0\u6cd5\u65e0\u9650\u6c34\u5e73\u6269\u5f20\uff0c3D\u5782\u76f4\u5806\u6808\u80fd\u5927\u5e45\u7f29\u77ed\u6676\u7c92\u95f4\u7684\u4f20\u8f93\u8ddd\u79bb\uff0c\u5df2\u6210\u4e3aAI \u670d\u52a1\u5668\u8ffd\u6c42\u6781\u81f4\u8fd0\u7b97\u6027\u80fd\u4e0e\u80fd\u6548\u6bd4\u7684\u5fc5\u7136\u9009\u62e9\u3002<\/p>\n<p>\u53d7\u6b64\u8d8b\u52bf\u9a71\u52a8\uff0c\u8d85\u5a01\u534a\u5bfc\u4f53\uff08AMD\uff09\u5df2\u7387\u5148\u4e8e MI300 \u7cfb\u5217\u670d\u52a1\u5668\u82af\u7247\u4e2d\u5bfc\u5165\u6b64\u6280\u672f\uff1b\u8f89\u8fbe\uff08NVIDIA\uff09\u9884\u8ba1\u4e8e Rubin Ultra\u4e0e Feynman\u4e16\u4ee3\u5168\u9762\u8ddf\u8fdb\uff0c\u800c\u82f9\u679c\uff08Apple\uff09\u4ea6\u8ba1\u5212\u5728\u5176 M \u7cfb\u5217\u82af\u7247\u4e2d\u5bfc\u5165\u6b64 3D\u5806\u6808\u67b6\u6784\uff0c\u4ee5\u652f\u6491\u5f3a\u52b2\u7684\u8fb9\u7f18\u8fd0\u7b97\uff08Edge AI\uff09\u9700\u6c42\u3002\u8fd9\u4f7f\u5f97\u53f0\u79ef\u7535\u7684 SoIC \u6708\u4ea7\u80fd\u9884\u8ba1\u4e8e 2026 \u5e74\u81f3 2028 \u5e74\u95f4\uff0c\u7531\u539f\u5148\u7684 1.6 \u4e07\u7247\u5927\u5e45\u6269\u5f20\u81f3 7.8 \u4e07\u7247\u3002<\/p>\n<p>\u4e3a\u4e86\u89e3\u51b3\u7cfb\u7edf\u7ea7\u8bbe\u8ba1\u4e0e\u8de8\u751f\u6001\u7cfb\u534f\u4f5c\u7684\u74f6\u9888\uff0c\u56fd\u9645\u534a\u5bfc\u4f53\u4ea7\u4e1a\u534f\u4f1a\uff08SEMI\uff09\u5728 SEMICON Taiwan 2025 \u5c55\u4f1a\u4e0a\u6b63\u5f0f\u542f\u52a8\u4e86\u300cSEMI 3DIC \u5148\u8fdb\u5c01\u88c5\u5236\u9020\u8054\u76df\uff08SEMI 3DICAMA\uff09\u300d\uff0c\u65e8\u5728\u4e32\u8054\u4ea7\u4e1a\u5408\u4f5c\u3001\u5f3a\u5316\u4f9b\u5e94\u94fe\u97e7\u6027\u3001\u63a8\u52a8 UCIe\uff08\u901a\u7528\u82af\u7247\u4e92\u8fde\u5feb\u9012\uff09\u4e0e ODSA \u7b49\u73b0\u6709\u6807\u51c6\u7684\u5bfc\u5165\uff0c\u8fdb\u800c\u52a0\u901f 3D\u5806\u6808\u6280\u672f\u7684\u5168\u7403\u5546\u8f6c\u4e0e\u5347\u7ea7\u3002<\/p>\n<h3><span class=\"ez-toc-section\" id=\"%E6%B7%B7%E5%90%88%E9%94%AE%E5%90%88%EF%BC%88Hybrid_Bonding%EF%BC%89%E7%9A%84%E5%95%86%E7%94%A8%E8%BF%9B%E7%A8%8B%E4%B8%8E%E7%89%A9%E7%90%86%E6%9E%81%E9%99%90\"><\/span><strong>\u6df7\u5408\u952e\u5408\uff08<\/strong><strong>Hybrid Bonding<\/strong><strong>\uff09\u7684\u5546\u7528\u8fdb\u7a0b\u4e0e\u7269\u7406\u6781\u9650<\/strong><span class=\"ez-toc-section-end\"><\/span><\/h3>\n<p>\u5f53 3D \u5806\u6808\u7684\u6676\u7c92\u95f4\u8ddd\uff08Pitch\uff09\u7f29\u51cf\u81f3 10 \u5fae\u7c73\u4ee5\u4e0b\u65f6\uff0c\u4f20\u7edf\u5fae\u51f8\u5757\uff08Microbump\uff09\u6280\u672f\u56e0\u9762\u4e34\u5bc4\u751f\u7535\u5bb9\u5927\u3001\u70ed\u963b\u9ad8\u4ee5\u53ca\u5171\u6676\u710a\u63a5\u5e94\u529b\u5927\u7b49\u9650\u5236\uff0c\u5df2\u8fbe\u5230\u7269\u7406\u6781\u9650\uff0c\u4fc3\u4f7f\u6df7\u5408\u952e\u5408\uff08Hybrid Bonding\uff09\u6280\u672f\u5d1b\u8d77\u3002\u8be5\u6280\u672f\u900f\u8fc7\u76f4\u63a5\u8fdb\u884c\u94dc\u5bf9\u94dc\uff08Metal-to-Metal\uff09\u4e0e\u4ecb\u7535\u8d28\u5bf9\u4ecb\u7535\u8d28\uff08Dielectric-to-Dielectric\uff09\u7684 bumpless \u65e0\u51f8\u5757\u539f\u5b50\u7ea7\u952e\u5408\uff0c\u5b9e\u73b0\u6781\u7ec6\u95f4\u8ddd\u7684\u4e92\u8fde\u3002<\/p>\n<p>\u5728\u5546\u4e1a\u751f\u4ea7\u65b9\u9762\uff0c\u6df7\u5408\u952e\u5408\u76ee\u524d\u5df2\u8fbe\u5230\u6280\u672f\u6210\u719f\u5ea6\u7b2c\u4e5d\u9636\u6bb5\uff08TRL 9\uff09\uff0c\u5e76\u5728 9 \u5fae\u7c73\u95f4\u8ddd\u4e0b\u5b9e\u73b0\u5927\u89c4\u6a21\u5546\u4e1a\u5316\u91cf\u4ea7\u3002\u4f8b\u5982\uff0c\u8d85\u5a01\u534a\u5bfc\u4f53\u91c7\u7528\u7684\u7b2c\u4e8c\u4ee3 3D V-Cache \u6280\u672f\u5373\u662f\u900f\u8fc7 face-to-back \u7684\u6df7\u5408\u952e\u5408\uff0c\u5c06 7 \u5948\u7c73 SRAM \u76f4\u63a5\u5806\u6808\u4e8e 5 \u5948\u7c73\u903b\u8f91\u88f8\u6676\u4e0a\uff0c\u5b9e\u73b0\u4e8610\u500d\u4e8e\u4f20\u7edf\u5c01\u88c5\u7684\u5e26\u5bbd\u5bc6\u5ea6\u63d0\u5347\u3002\u76ee\u524d\uff0c\u5168\u7403\u7814\u53d1\u76ee\u6807\u5df2\u9501\u5b9a\u57282\u81f35\u5fae\u7c73\u4e43\u81f3\u4e9a\u5fae\u7c73\u7ea7\uff08Submicron\uff0c\u5373 0.1\u52301\u03bcm\u4e4b\u95f4\uff09\u7684\u8d85\u7ec6\u95f4\u8ddd\u3002\u7136\u800c\uff0c\u6b64\u6280\u672f\u8981\u6c42\u52a0\u5de5\u7cbe\u5ea6\u7684\u6d01\u51c0\u5ea6\u4e0e\u51e0\u4f55\u5e73\u5766\u5ea6\u5fc5\u987b\u6bd4\u7167\u524d\u6bb5\u6676\u5706\u4ee3\u5de5\u6807\u51c6\uff0c\u8fd9\u4f7f\u5177\u5907\u524d\u6bb5\u5236\u9020\u80fd\u529b\u7684\u6676\u5706\u4ee3\u5de5\u5382\uff08\u53f0\u79ef\u7535\u3001\u82f1\u7279\u5c14\u3001\u4e09\u661f\uff09\u5360\u7edd\u5bf9\u4f18\u52bf\uff0c\u4f20\u7edf\u540e\u6bb5 OSAT \u5382\u5219\u56e0\u65e0\u5c18\u5ba4\u7b49\u7ea7\u4e0e\u9ad8\u7cbe\u5bc6\u8bbe\u5907\u6295\u8d44\u95e8\u574e\u800c\u9762\u4e34\u6781\u9ad8\u6280\u672f\u9ad8\u5899\u3002<\/p>\n<h3><span class=\"ez-toc-section\" id=\"%E6%89%87%E5%87%BA%E5%9E%8B%E9%9D%A2%E6%9D%BF%E7%BA%A7%E5%B0%81%E8%A3%85%EF%BC%88FOPLP%EF%BC%89%E4%B8%8E%E7%8E%BB%E7%92%83%E5%9F%BA%E6%9D%BF%EF%BC%88GCS%EF%BC%89%E7%9A%84%E6%8A%80%E6%9C%AF%E5%8F%98%E9%9D%A9\"><\/span><strong>\u6247\u51fa\u578b\u9762\u677f\u7ea7\u5c01\u88c5\uff08<\/strong><strong>FOPLP<\/strong><strong>\uff09\u4e0e\u73bb\u7483\u57fa\u677f\uff08<\/strong><strong>GCS<\/strong><strong>\uff09\u7684\u6280\u672f\u53d8\u9769<\/strong><span class=\"ez-toc-section-end\"><\/span><\/h3>\n<p>\u968f\u7740AI\u82af\u7247\u5355\u4e00\u5c01\u88c5\u4f53\u9762\u79ef\u6301\u7eed\u81a8\u80c0\uff0c\u4f20\u7edf\u6676\u5706\u7ea7\u5c01\u88c5\uff08FOWLP\uff09\u7531\u4e8e12 \u540b\u5706\u5f62\u6676\u5706\u7684\u51e0\u4f55\u5f62\u72b6\u9650\u5236\uff0c\u5176\u9762\u79ef\u5229\u7528\u7387\u4ec5\u4e3a62%\u81f365%\uff0c\u5bfc\u81f4\u8fb9\u7f18\u6750\u6599\u5927\u91cf\u6d6a\u8d39\u3002\u4e3a\u4e86\u89e3\u51b3\u6b64\u4e00\u9650\u5236\uff0c\u6247\u51fa\u578b\u9762\u677f\u7ea7\u5c01\u88c5\uff08FOPLP\uff09\u6280\u672f\u56e0\u5e94\u800c\u751f\u3002FOPLP \u91c7\u7528\u77e9\u5f62\u5927\u5c3a\u5bf8\u9762\u677f\uff08\u5982 515 \u00d7 510 \u6beb\u7c73\u6216\u66f4\u5927\uff09\u53d6\u4ee3\u5706\u5f62\u6676\u5706\uff0c\u6750\u6599\u5229\u7528\u7387\u5927\u5e45\u8dc3\u5347\u81f3 90%\u81f395%\uff0c\u5728\u76f8\u540c\u7684\u8bbe\u5907\u6295\u8d44\u4e0b\u4ea7\u51fa\u91cf\u53ef\u7ffb\u5347 3.7 \u500d\uff0c\u5355\u9897\u5c01\u88c5\u6210\u672c\u53ef\u663e\u8457\u8c03\u964d 20%\u81f340%\u3002<\/p>\n<p>\u5c3d\u7ba1 FOPLP \u7684\u6210\u672c\u4e0e\u5927\u9762\u79ef\u6574\u5408\u4f18\u52bf\u663e\u8457\uff0c\u4f46\u5927\u5c3a\u5bf8\u6709\u673a\u9762\u677f\u5728\u5236\u7a0b\u4e2d\u6781\u6613\u53d1\u751f\u7fd8\u66f2\uff08Warpage\uff09\uff0c\u4e14\u6709\u673a\u6750\u8d28\u7684\u673a\u68b0\u4e0e\u70ed\u5b66\u6027\u8d28\u4e0d\u7a33\u5b9a\uff0c\u4f1a\u9650\u5236\u91cd\u5e03\u7ebf\u5c42\uff08RDL\uff09\u7684\u7ec6\u7ebf\u5bbd\/\u7ebf\u8ddd\uff08Line\/Space\uff09\u722c\u5761\u3002\u76ee\u524d\uff0c\u4f20\u7edfABF\u57fa\u677f\u7684 I\/O \u95f4\u8ddd\u901a\u5e38\u5728130\u5fae\u7c73\u4ee5\u4e0a\uff0c\u800c\u9ad8\u5bc6\u5ea6 RDL \u5236\u7a0b\u5219\u8981\u6c42\u5c06\u7ebf\u5bbd\/\u7ebf\u8ddd\u538b\u7f29\u81f3 2 \u5fae\u7c73\u4ee5\u4e0b\uff0c\u8fd9\u5bf9\u5c01\u80f6\u6750\u6599\uff08EMC\uff09\u7684\u70ed\u81a8\u80c0\u7cfb\u6570\uff08CTE\uff09\u5339\u914d\u6027\u63d0\u51fa\u4e86\u4e25\u82db\u6311\u6218\u3002<\/p>\n<p>\u4e3a\u4e86\u89e3\u51b3\u6b64\u4e00\u7269\u7406\u74f6\u9888\uff0c\u73bb\u7483\u82af\u57fa\u677f\uff08Glass Core Substrate, GCS\uff09\u6280\u672f\u6b63\u6210\u4e3a\u4e86\u4ea7\u4e1a\u7684\u7ec8\u6781\u53d8\u9769\u65b9\u6848\u3002\u73bb\u7483\u5177\u5907\u6781\u4f73\u7684\u7535\u6c14\u4fe1\u53f7\u4f20\u8f93\u3001\u4f4e\u4ecb\u7535\u635f\u8017\u3001\u9ad8\u673a\u68b0\u5f3a\u5ea6\u4e0e\u70ed\u7a33\u5b9a\u6027\uff0c\u80fd\u652f\u6301\u5927\u9762\u79ef\u9ad8\u5bc6\u5ea6\u9762\u677f\u5c01\u88c5\uff0c\u6ee1\u8db3\u9ad8\u9891\u9ad8\u901f\u4e0e\u5927\u529f\u8017\u8fd0\u7b97\u9700\u6c42\u3002<\/p>\n<p>\u53f0\u79ef\u7535\u9488\u5bf92028\u5e74\u540e\u7684\u5927\u578b AI \u82af\u7247\u5c01\u88c5\u9700\u6c42\uff0c\u5df2\u5f00\u59cb\u5e03\u5c40\u5176\u4e0b\u4e00\u4ee3\u300c\u4ee5\u65b9\u4ee3\u5706\u300d\u7684\u5148\u8fdb\u5c01\u88c5\u6280\u672f CoPoS\uff08Chip on Panel on Substrate\uff09\u3002CoPoS \u7b2c\u4e00\u4ee3\u9884\u8ba1\u91c7\u7528\u6709\u673a\u91cd\u5e03\u7ebf\u5c42\u6216\u5de8\u578b\u7845\u7247\u4e2d\u4ecb\u5c42\uff0c\u800c\u7b2c\u4e8c\u4ee3\u5fc5\u6740\u6280\u672f\u5219\u786e\u7acb\u5c06\u5168\u9762\u5bfc\u5165\u73bb\u7483\u57fa\u677f\u3002\u5728\u73bb\u7483\u57fa\u677f\u4e0e FOPLP \u4f9b\u5e94\u94fe\u4e2d\uff0c\u65e5\u672c Ibiden \u4e0e\u7fa4\u521b\u5149\u7535\uff08Innolux\uff09\u6b63\u4e0e\u53f0\u79ef\u7535\u8fdb\u884c\u8054\u5408\u6280\u672f\u9a8c\u8bc1\u3002\u7fa4\u521b\u5149\u7535\u63a8\u52a8\u300c\u53cc\u8f68\u8f6c\u578b\uff08More than Panel\uff09\u300d\uff0c\u5c06\u5176\u65e7\u6709\u9762\u677f\u4ea7\u7ebf\u6539\u9020\u4e3a FOPLP \u5148\u8fdb\u5c01\u88c5\u4e0e\u5149\u901a\u8baf\u6280\u672f\u5e73\u53f0\uff0c\u5e76\u5df2\u6210\u529f\u5207\u5165 TGV\uff08\u73bb\u7483\u7a7f\u5b54\uff09\u6280\u672f\uff0c\u5176\u5de5\u827a\u4e0e Ibiden \u7684\u57fa\u5e95\u5904\u7406\u6280\u672f\u76f8\u642d\u914d\uff0c\u4e0e\u53f0\u79ef\u7535\u7684\u73bb\u7483\u6838\u5fc3\u57fa\u677f\u5e03\u5c40\u9ad8\u5ea6\u547c\u5e94\u3002\u6b64\u5916\uff0c\u4e2d\u56fd\u5927\u9646\u7684\u9762\u677f\u5de8\u5934\u5982\u4eac\u4e1c\u65b9\uff08BOE\uff09\u3001\u534e\u661f\u5149\u7535\u4e0e\u5929\u9a6c\u4ea6\u5728\u79ef\u6781\u89c4\u753b FOPLP \u4ea7\u7ebf\uff0c\u800c\u4eac\u4e1c\u65b9\u4e0e\u7ef4\u4fe1\u8bfa\uff08Visionox\uff09\u4e5f\u5728\u8bc4\u4f30\u4ee5\u73bb\u7483\u8f7d\u677f\u4f9b\u5e94\u4e3a\u6838\u5fc3\u5207\u5165\u5148\u8fdb\u5c01\u88c5\u8d5b\u9053\u7684\u5546\u673a\u3002<\/p>\n<h2><span class=\"ez-toc-section\" id=\"%E5%85%A8%E7%90%83%E5%B8%82%E5%9C%BA%E4%BE%9B%E9%9C%80%E6%A0%BC%E5%B1%80%E3%80%81%E6%A0%B8%E5%BF%83%E6%95%B0%E6%8D%AE%E4%B8%8E%E7%BB%86%E5%88%86%E5%BA%94%E7%94%A8\"><\/span><strong>\u5168\u7403\u5e02\u573a\u4f9b\u9700\u683c\u5c40\u3001\u6838\u5fc3\u6570\u636e\u4e0e\u7ec6\u5206\u5e94\u7528<\/strong><span class=\"ez-toc-section-end\"><\/span><\/h2>\n<h3><span class=\"ez-toc-section\" id=\"%E5%85%88%E8%BF%9B%E5%B0%81%E8%A3%85%E6%95%B4%E4%BD%93%E5%B8%82%E5%9C%BA%E8%A7%84%E6%A8%A1%E4%B8%8E%E9%AB%98%E9%98%B6%E4%BA%A7%E8%83%BD%E4%BE%9B%E9%9C%80%E9%94%99%E9%85%8D\"><\/span><strong>\u5148\u8fdb\u5c01\u88c5\u6574\u4f53\u5e02\u573a\u89c4\u6a21\u4e0e\u9ad8\u9636\u4ea7\u80fd\u4f9b\u9700\u9519\u914d<\/strong><span class=\"ez-toc-section-end\"><\/span><\/h3>\n<p>\u5168\u7403\u5148\u8fdb\u5c01\u88c5\u5e02\u573a\u6b63\u5904\u4e8e\u7531 AI \u7b97\u529b\u9700\u6c42\u5f15\u5bfc\u7684\u300c\u9ec4\u91d1\u5468\u671f\u300d\u3002\u6839\u636e\u5404\u673a\u6784\u7684\u6700\u65b0\u6570\u636e\uff0c\u867d\u7136\u5bf9\u5148\u8fdb\u5c01\u88c5\u7edf\u8ba1\u8303\u7574\u7684\u5b9a\u4e49\u6709\u6240\u4e0d\u540c\uff0c\u4f46\u9ad8\u9636 2.5D\/3D \u4e0e\u9762\u677f\u7ea7\u5c01\u88c5\u7684\u8d85\u9ad8\u901f\u6210\u957f\u5df2\u6210\u4e3a\u5171\u8bc6\u3002\u00a0\u88681\u6c47\u6574\u5e76\u6bd4\u8f83\u4e86\u5168\u7403\u5148\u8fdb\u5c01\u88c5\u4e0e\u7ec6\u5206\u5e02\u573a\u7684\u89c4\u6a21\u4e0e\u9884\u6d4b\u6570\u636e\u3002<\/p>\n<table width=\"761\">\n<thead>\n<tr>\n<td width=\"124\"><strong>\u7814\u7a76\u673a\u6784\u4e0e\u7edf\u8ba1\u8303\u7574<\/strong><\/td>\n<td width=\"120\"><strong>2025 \u5e74\u5e02\u573a\u89c4\u6a21<\/strong><\/td>\n<td width=\"100\"><strong>2026\u5e74\u9884\u4f30\u4ea7\u503c<\/strong><\/td>\n<td width=\"134\"><strong>2030\/2031\/2033 \u5e74\u9884\u6d4b<\/strong><\/td>\n<td width=\"121\"><strong>\u590d\u5408\u5e74\u5747\u6210\u957f\u7387\uff08CAGR\uff09<\/strong><\/td>\n<td width=\"148\"><strong>\u4e3b\u8981\u9a71\u52a8\u529b\u91cf\u4e0e\u7ed3\u6784\u7279\u5f81<\/strong><\/td>\n<\/tr>\n<\/thead>\n<tbody>\n<tr>\n<td width=\"124\"><strong>Yole Group (\u5148\u8fdb\u5c01\u88c5\u5e02\u573a\u76d1\u63a7)<\/strong><\/td>\n<td width=\"120\">540 \u4ebf\u7f8e\u5143<\/td>\n<td width=\"100\">\u6301\u7eed\u7206\u53d1<\/td>\n<td width=\"134\">2031 \u5e74\uff1a&gt; 1,000 \u4ebf\u7f8e\u5143<\/td>\n<td width=\"121\">12.4% (2025-2031)<\/td>\n<td width=\"148\">2.5D\/3D \u5e73\u53f0\u4e3b\u5bfc\uff0cAI\/HPC \u4e3a\u4e3b\u8981\u9700\u6c42\u52a8\u80fd<\/td>\n<\/tr>\n<tr>\n<td width=\"124\"><strong>Grand View Research\u00a0 (\u5148\u8fdb\u5c01\u88c5\u6574\u4f53\u5e02\u573a)<\/strong><\/td>\n<td width=\"120\">417 \u4ebf\u7f8e\u5143<\/td>\n<td width=\"100\">439 \u4ebf\u7f8e\u5143<\/td>\n<td width=\"134\">2033 \u5e74\uff1a660 \u4ebf\u7f8e\u5143<\/td>\n<td width=\"121\">6.0% (2026-2033)<\/td>\n<td width=\"148\">\u8986\u6676\u5c01\u88c5\uff0838.7%\uff09\u4e0e\u6d88\u8d39\u6027\u7535\u5b50\uff0851.4%\uff09\u4e3b\u5bfc\uff0c\u4e9a\u592a\u533a\u5360\u6bd4 43.5%<\/td>\n<\/tr>\n<tr>\n<td width=\"124\"><strong>\u7fa3\u667a\u54a8\u8be2 (Sigmaintell)(\u5148\u8fdb\u5c01\u88c5\u4ea7\u4e1a\u89c4\u6a21)<\/strong><\/td>\n<td width=\"120\">&#8211;<\/td>\n<td width=\"100\">587 \u4ebf\u7f8e\u5143<\/td>\n<td width=\"134\">2025-2027 \u4ea7\u80fd\u6269\u5f20<\/td>\n<td width=\"121\">2025-2027 \u4ea7\u80fd CAGR\uff1a77%<\/td>\n<td width=\"148\">2027 \u5e74\u4e0b\u534a\u5e74\u9884\u8ba1\u8fbe\u5230\u5168\u7403\u4f9b\u9700\u5e73\u8861\u70b9<\/td>\n<\/tr>\n<tr>\n<td width=\"124\"><strong>Yole Group(\u9762\u677f\u7ea7\u5c01\u88c5 PLP \u4e13\u9879)<\/strong><\/td>\n<td width=\"120\">3 \u4ebf\u7f8e\u5143<\/td>\n<td width=\"100\">\u9010\u6b65\u653e\u91cf<\/td>\n<td width=\"134\">2031 \u5e74\uff1a\u7ea6 30 \u4ebf\u7f8e\u5143<\/td>\n<td width=\"121\">&gt; 40.0% (2025-2031)<\/td>\n<td width=\"148\">UHD FO\/2.5D \u4e2d\u4ecb\u5c42\u3001\u53f0\u79ef\u7535 CoPoS \u53ca\u8d85\u5927\u578b\u82af\u7247\u5c01\u88c5<\/td>\n<\/tr>\n<\/tbody>\n<\/table>\n<p><strong>\u8868<\/strong><strong>1. \u00a0<\/strong><strong>\u5168\u7403\u5148\u8fdb\u5c01\u88c5\u4e0e\u7ec6\u5206\u5e02\u573a\u89c4\u6a21\u4e0e\u9884\u6d4b\u6570\u636e\uff1b\u6570\u636e\u6e90\uff1a<\/strong><a href=\"#_ftn1\" name=\"_ftnref1\"><strong>[1]<\/strong><\/a><a href=\"#_ftn2\" name=\"_ftnref2\"><strong>[2]<\/strong><\/a><a href=\"#_ftn3\" name=\"_ftnref3\"><strong>[3]<\/strong><\/a><a href=\"#_ftn4\" name=\"_ftnref4\"><strong>[4]<\/strong><\/a><strong>\uff1b\u6574\u7406\u5236\u8868\uff0c\u5317\u7f8e\u667a\u6743\u62a5<\/strong><strong> \/ <\/strong><strong>\u674e\u6dd1\u83b2<\/strong><\/p>\n<p><a href=\"#_ftnref1\" name=\"_ftn1\"><\/a><\/p>\n<p>\u5f53\u524d\uff0c\u9ad8\u9636 AI \u82af\u7247\u5c01\u88c5\uff08\u5982\u53f0\u79ef\u7535 CoWoS\uff09\u7684\u77ed\u7f3a\u5df2\u6210\u4e3a\u6bd4\u524d\u6bb53\u5948\u7c73\u5236\u7a0b\u66f4\u7a00\u7f3a\u7684\u74f6\u9888\uff0c\u4f9b\u9700\u9519\u914d\u9884\u8ba1\u5c06\u6301\u7eed\u81f3 2027 \u5e74\u4e0a\u534a\u5e74\u3002NVIDIA\u51ed\u501f\u5f3a\u5927\u8d44\u91d1\u4f18\u52bf\uff0c\u900f\u8fc7\u652f\u4ed8\u6ea2\u4ef7\u9501\u5b9a\u4e86\u53f0\u79ef\u7535 63% \u7684 CoWoS \u4ea7\u80fd\uff0c\u8feb\u4f7fApple\u3001AMD\u3001\u535a\u901a\uff08Broadcom\uff09\u4e0e\u4e8c\u7ebf\u82af\u7247\u8bbe\u8ba1\u521d\u521b\u516c\u53f8\u53bb\u4e89\u593a\u5269\u4f59\u7684\u4ea7\u80fd\u3002\u53d7\u6b64\u6ce2\u53ca\uff0c\u672a\u53d6\u5f97\u8db3\u591f\u5c01\u88c5\u4ea7\u80fd\u7684 ASIC \u82af\u7247\u53ca AI \u65b0\u521b\u4f01\u4e1a\u6b63\u9762\u4e34\u4f30\u503c\u4e0b\u8c03\u548c\u8ba2\u5355\u7f29\u51cf\u7684\u98ce\u9669\uff0c\u800c\u80fd\u591f\u987a\u5229\u5207\u5165\u82f1\u7279\u5c14 EMIB \u6216\u65e5\u6708\u5149\u7b49\u66ff\u4ee3\u5c01\u88c5\u7ba1\u9053\u7684\u516c\u53f8\u5219\u83b7\u5f97\u4e86\u4f30\u503c\u4fee\u590d\u7684\u673a\u4f1a\u3002<\/p>\n<p>\u5728\u4f9b\u7ed9\u4e25\u91cd\u4e0d\u8db3\u4e0b\uff0c\u53f0\u79ef\u7535 CoWoS \u5c01\u88c5\u62a5\u4ef7\u8c03\u6da810%\u81f320%\uff0c\u6025\u5355\u52a0\u4ef7\u751a\u81f3\u8fbe 20%\u81f330%\u3002ABF\u8f7d\u677f\u3001\u7845\u4e2d\u4ecb\u5c42\u4ee5\u53ca\u9ad8\u9636\u70ed\u754c\u9762\u6750\u6599\uff08TIM\uff09\u7684\u4ea4\u671f\u62c9\u957f\u81f3 18\u81f324 \u4e2a\u6708\uff0c\u5404\u5b63\u5ea6\u4ef7\u683c\u6da8\u5e45\u8fbe30%\u81f340%\u3002HBM3E \u4e0e HBM4\u7684\u4ea7\u80fd\u540c\u6837\u88ab\u5168\u7403\u4e3b\u8981\u5185\u5b58\u5927\u5382\u5305\u4e0b\u81f3 2027\u5e74\uff0c\u73b0\u8d27\u5e02\u573a\u8fd1\u4e4e\u5f52\u96f6\uff0c\u8feb\u4f7fHBM\u4ef7\u683c\u76f8\u5e94\u4e0a\u6da8 15%\u81f320%\u3002<\/p>\n<h3><span class=\"ez-toc-section\" id=\"%E7%BB%86%E5%88%86%E5%BA%94%E7%94%A8%E5%B8%82%E5%9C%BA%E4%B8%80%EF%BC%9A5G_%E5%B0%84%E9%A2%91%EF%BC%88RF%EF%BC%89%E4%B8%8E%E9%80%9A%E8%AE%AF%E7%B3%BB%E7%BB%9F%E7%BA%A7%E5%B0%81%E8%A3%85%EF%BC%88SiP%EF%BC%89\"><\/span><strong>\u7ec6\u5206\u5e94\u7528\u5e02\u573a\u4e00\uff1a<\/strong><strong>5G <\/strong><strong>\u5c04\u9891\uff08<\/strong><strong>RF<\/strong><strong>\uff09\u4e0e\u901a\u8baf\u7cfb\u7edf\u7ea7\u5c01\u88c5\uff08<\/strong><strong>SiP<\/strong><strong>\uff09<\/strong><span class=\"ez-toc-section-end\"><\/span><\/h3>\n<p>\u9664AI\u4e0eHPC\u4e4b\u5916\uff0c5G\u53ca\u6beb\u7c73\u6ce2\uff08mmWave\uff09\u901a\u4fe1\u6280\u672f\u7684\u666e\u53ca\u4ea6\u4e3a\u5148\u8fdb\u5c01\u88c5\u5f00\u8f9f\u4e86\u5e9e\u5927\u7684\u7ec6\u5206\u5e02\u573a\u3002\u6839\u636e Yole \u56e2\u961f\u5206\u6790\uff0c\u5168\u74035G\u5c01\u88c5\u5e02\u573a\u9884\u4f30\u5728 2026\u5e74\u8fbe\u523026\u4ebf\u7f8e\u5143\uff0c\u5176\u6838\u5fc3\u9a71\u52a8\u529b\u5728\u4e8e\u5c04\u9891\u524d\u7aef\u6a21\u5757\uff08RFFE\uff09\u4e0e\u5929\u7ebf\u5c01\u88c5\uff08AiP\uff09\u6280\u672f\u7684\u6781\u9650\u81f4\u5bc6\u5316\uff08Densification\uff09\u3002\u00a0\u88682\u5217\u51fa\u4e865G\u624b\u673a\u53ca\u5c04\u9891\u5148\u8fdb\u5c01\u88c5\u5e02\u573a\u7684\u7ec6\u5206\u677f\u5757\u7ed3\u6784\u9884\u4f30 \u3002<\/p>\n<table width=\"742\">\n<thead>\n<tr>\n<td width=\"134\"><strong>\u5c01\u88c5\u7ec6\u5206\u677f\u5757\u4e0e\u7ed3\u6784\u4ef6<\/strong><\/td>\n<td width=\"140\"><strong>2026 \u5e74\u5e02\u573a\u9884\u4f30\u4ea7\u503c<\/strong><\/td>\n<td width=\"130\"><strong>2020-2026 \u5e74\u590d\u5408\u6210\u957f\u7387<\/strong><\/td>\n<td width=\"159\"><strong>\u4e3b\u8981\u6280\u672f\u89c4\u683c\u4e0e\u67b6\u6784\u8f6c\u578b<\/strong><\/td>\n<td width=\"167\"><strong>\u5173\u952e\u5e02\u573a\u73a9\u5bb6\u4e0e\u4f9b\u5e94\u94fe\u683c\u5c40<\/strong><\/td>\n<\/tr>\n<\/thead>\n<tbody>\n<tr>\n<td width=\"134\"><strong>5G 6GHz \u4ee5\u4e0b RFFEM<\/strong><\/td>\n<td width=\"140\">\u5360\u603b\u4f53 5G \u5c01\u88c5 67%<\/td>\n<td width=\"130\">\u7a33\u5b9a\u6210\u957f<\/td>\n<td width=\"159\">\u591a\u6676\u7c92\u7cfb\u7edf\u7ea7\u5c01\u88c5\uff08SiP\uff09\uff0c\u5229\u7528\u6709\u673a\u65e0\u82af\u57fa\u677f\u8fdb\u884c\u9ad8\u5bc6\u5ea6\u6574\u5408<\/td>\n<td width=\"167\">\u5c04\u9891\u4e00\u7ebf\u5de8\u5934 Qorvo\u3001Skyworks\u3001\u535a\u901a\uff08Broadcom\uff09\u4e0e\u6751\u7530\uff08Murata\uff09<\/td>\n<\/tr>\n<tr>\n<td width=\"134\"><strong>\u884c\u52a8\u6beb\u7c73\u6ce2 AiP \u6a21\u5757<\/strong><\/td>\n<td width=\"140\">4.48 \u4ebf\u7f8e\u5143<\/td>\n<td width=\"130\">40.0%<\/td>\n<td width=\"159\">\u5c01\u88c5\u4efd\u989d\u7531 11% \u589e\u81f3 17%\uff0c\u6574\u5408\u6beb\u7c73\u6ce2\u5929\u7ebf\u4e0e\u5c04\u9891\u524d\u7aef\u7ec4\u4ef6<\/td>\n<td width=\"167\">\u9ad8\u901a\uff08Qualcomm\uff09\u5c45\u7edd\u5bf9\u9886\u5bfc\u5730\u4f4d\uff08\u4efd\u989d\u8fd1\u534a\uff09\uff0cQorvo \u6b21\u4e4b<\/td>\n<\/tr>\n<tr>\n<td width=\"134\"><strong>5G \u5c01\u88c5\u57fa\u677f<\/strong><\/p>\n<p>&nbsp;<\/td>\n<td width=\"140\">7.21 \u4ebf\u7f8e\u5143<\/td>\n<td width=\"130\">35.0%<\/td>\n<td width=\"159\">\u5fc5\u987b\u91c7\u7528\u4f4e\u635f\u8017\u57fa\u677f\uff08Low-loss substrate\uff09\uff0c\u652f\u6301\u6beb\u7c73\u6ce2 SiP<\/td>\n<td width=\"167\">\u7531\u4e00\u7ebf\u57fa\u677f\u5382\u4e0e OSAT \u4e1a\u8005\u5171\u540c\u638c\u63a7<\/td>\n<\/tr>\n<\/tbody>\n<\/table>\n<p><strong>\u88682. 5G\u624b\u673a\u53ca\u5c04\u9891\u5148\u8fdb\u5c01\u88c5\u5e02\u573a\u7ec6\u5206\u677f\u5757\u7ed3\u6784\u9884\u4f30\uff1b\u6570\u636e\u6e90\uff1a<\/strong><a href=\"#_ftn5\" name=\"_ftnref5\"><strong>[5]<\/strong><\/a><strong>\uff1b<\/strong><strong>\u6574\u7406\u5236\u8868\uff0c\u5317\u7f8e\u667a\u6743\u62a5<\/strong><strong> \/ <\/strong><strong>\u674e\u6dd1\u83b2<\/strong><\/p>\n<p>\u5728 5G \u6beb\u7c73\u6ce2\u9ad8\u9891\u4f20\u8f93\u9700\u6c42\u4e0b\uff0c\u5c04\u9891\u8baf\u53f7\u5bb9\u6613\u53d7\u5230\u5e72\u6270\u4e14\u8870\u51cf\u6781\u5927\uff0c\u4f20\u7edf\u7684\u5e73\u9762\u7f51\u683c\u6570\u7ec4\u5c01\u88c5\uff08LGA SiP\uff09\u81ea 2018\u5e74\u8d77\u9010\u6b65\u88ab\u53cc\u9762\u7403\u6805\u6570\u7ec4\u5c01\u88c5\uff08Double-sided BGA SiP\uff09\u6240\u53d6\u4ee3\uff0c\u5e76\u5bfc\u5165\u4e86\u57fa\u4e8e\u8986\u6676\u5c01\u88c5\uff08Flip-Chip\uff09\u548c\u6247\u51fa\uff08Fan-Out\uff09\u6280\u672f\u7684\u5168\u65b0\u67b6\u6784\uff0c\u4ee5\u7f29\u5c0f\u5929\u7ebf\u4e0e\u5c04\u9891\u6676\u7c92\u95f4\u7684\u7269\u7406\u8ddd\u79bb\uff0c\u5c06\u5bc4\u751f\u635f\u8017\u964d\u81f3\u6700\u4f4e\u3002<\/p>\n<h3><span class=\"ez-toc-section\" id=\"%E7%BB%86%E5%88%86%E5%BA%94%E7%94%A8%E5%B8%82%E5%9C%BA%E4%BA%8C%EF%BC%9A%E5%85%B1%E5%B0%81%E8%A3%85%E5%85%89%E5%AD%A6%EF%BC%88CPO%EF%BC%89%E4%B8%8E%E9%AB%98%E9%98%B6%E5%85%89%E7%94%B5%E9%9B%86%E6%88%90%E7%94%B5%E8%B7%AF%EF%BC%88PIC%EF%BC%89\"><\/span><strong>\u7ec6\u5206\u5e94\u7528\u5e02\u573a\u4e8c\uff1a\u5171\u5c01\u88c5\u5149\u5b66\uff08<\/strong><strong>CPO<\/strong><strong>\uff09\u4e0e\u9ad8\u9636\u5149\u7535\u96c6\u6210\u7535\u8def\uff08<\/strong><strong>PIC<\/strong><strong>\uff09<\/strong><span class=\"ez-toc-section-end\"><\/span><\/h3>\n<p>AI \u7b97\u529b\u4e1b\u96c6\uff08Clusters\uff09\u7684\u6301\u7eed\u6269\u5f20\uff0c\u63a8\u52a8\u5149\u901a\u8baf\u7531\u670d\u52a1\u5668\u673a\u67b6\u5916\u90e8\u5411\u5c01\u88c5\u5185\u90e8\u6f14\u8fdb\u3002\u5171\u5c01\u88c5\u5149\u5b66\uff08CPO\uff09\u5c06\u5149\u7535\u6536\u53d1\u5668\u4e0e\u7845\u5149\u5b50\u96c6\u6210\u7535\u8def\uff08PIC\uff09\u76f4\u63a5\u4e0e ASIC \u903b\u8f91\u82af\u7247\u5171\u540c\u5c01\u88c5\uff0c\u4ee5\u5149\u5bfc\u7ea4\u7ef4\u53d6\u4ee3\u4f20\u7edf\u7684\u94dc\u4ecb\u8d28 PCB \u7ebf\u8def\uff0c\u5b9e\u73b0\u8d85\u9ad8\u5e26\u5bbd\u4e0e\u8d85\u4f4e\u65f6\u5ef6\u3002<\/p>\n<p>\u6839\u636e\u5e02\u573a\u9884\u6d4b\uff0cAI \u5bf9\u9ad8\u6027\u80fd\u5149\u4e92\u8fde\u7684\u6e34\u6c42\u5c06\u91cd\u5851\u6574\u4e2a\u5149\u901a\u8baf\u5e02\u573a\uff0c\u5168\u7403\u5149\u6536\u53d1\u5668\u5e02\u573a\u5c06\u57286\u5e74\u5185\u7531 234 \u4ebf\u7f8e\u5143\u66b4\u589e\u81f3 1,123 \u4ebf\u7f8e\u5143\u3002\u5728\u6280\u672f\u8def\u5f84\u4e0a\uff0c\u7845\u5149\u5b50\uff08Silicon Photonics\uff09\u5df2\u5d1b\u8d77\u6210\u4e3a\u4e0b\u4e00\u4ee3\u5149\u4e92\u8fde\u7684\u4e3b\u5bfc\u5e73\u53f0\uff0c\u56e0\u4e3a\u5176\u80fd\u591f\u63d0\u4f9b\u9ad8\u5e26\u5bbd\u5bc6\u5ea6\u3001\u4f4e\u529f\u8017\uff0c\u5e76\u5177\u5907\u4e0e\u524d\u6bb5 CMOS \u5236\u9020\u8bbe\u5907\u517c\u5bb9\u7684\u4f18\u52bf\u3002\u76ee\u524d\uff0c\u4e1a\u754c\u6b63\u79ef\u6781\u4e3a\u5355\u901a\u9053 400G \u6838\u5fc3\u67b6\u6784\u505a\u51c6\u5907\uff0c\u5e76\u540c\u65f6\u5f00\u53d1\u5305\u62ec\u8584\u819c\u94cc\u9178\u9502\uff08TFLN\uff09\u3001\u78f7\u5316\u94df\uff08InP\uff09\u3001\u7845\u5316\u6c2e\uff08SiN\uff09\u3001\u6709\u673a\u8c03\u53d8\u5668\u53ca\u9ad8\u4ecb\u7535\u6027\u949b\u9178\u94a1\uff08BTO\uff09\u7b49\u65b0\u4e00\u4ee3\u6750\u6599\u5e73\u53f0\u3002<\/p>\n<p>\u7136\u800c\uff0cCPO \u7684\u5927\u89c4\u6a21\u5546\u8f6c\u4ecd\u53d7\u5236\u4e8e\u4e09\u5927\u5173\u952e\u6280\u672f\u74f6\u57df\uff0c\u5305\u62ec EML \u6fc0\u5149\u5668\u5bff\u547d\u4e0e\u9ad8\u6e29\u8026\u5408\u6548\u7387\u3001\u9ad8\u9636\u6570\u5b57\u4fe1\u53f7\u5904\u7406\u5668\uff08DSP\uff09\u529f\u8017\uff0c\u4ee5\u53ca\u5149\u5b50\u96c6\u6210\u4e0e\u9ad8\u7cbe\u5ea6\u5c01\u88c5\u6d4b\u8bd5\u6280\u672f\u3002<\/p>\n<h2><span class=\"ez-toc-section\" id=\"%E5%85%88%E8%BF%9B%E5%B0%81%E8%A3%85%E5%85%A8%E7%90%83%E4%B8%93%E5%88%A9%E6%A6%82%E8%A7%82%E4%B8%8E%E7%9F%A5%E8%AF%86%E4%BA%A7%E6%9D%83%E5%9C%B0%E7%BC%98%E8%A7%92%E9%80%90\"><\/span><strong>\u5148\u8fdb\u5c01\u88c5\u5168\u7403\u4e13\u5229\u6982\u89c2\u4e0e\u77e5\u8bc6\u4ea7\u6743\u5730\u7f18\u89d2\u9010<\/strong><span class=\"ez-toc-section-end\"><\/span><\/h2>\n<h3><span class=\"ez-toc-section\" id=\"%E4%B8%89%E5%A4%A7%E5%8D%8A%E5%AF%BC%E4%BD%93%E9%9C%B8%E4%B8%BB%E7%9A%84%E5%85%88%E8%BF%9B%E5%B0%81%E8%A3%85%E4%B8%93%E5%88%A9%E7%AB%9E%E4%BA%89%E5%8A%9B\"><\/span><strong>\u4e09\u5927\u534a\u5bfc\u4f53\u9738\u4e3b\u7684\u5148\u8fdb\u5c01\u88c5\u4e13\u5229\u7ade\u4e89\u529b<\/strong><span class=\"ez-toc-section-end\"><\/span><\/h3>\n<p>\u5148\u8fdb\u5c01\u88c5\u5df2\u6210\u4e3a\u534a\u5bfc\u4f53\u5236\u9020\u5546\u5efa\u7acb\u6280\u672f\u4e13\u5229\u62a4\u57ce\u6cb3\u7684\u6df1\u6c34\u533a\u3002\u6839\u636e\u4e13\u5229\u6570\u636e\u5e93\u7684\u6700\u65b0\u7edf\u8ba1\uff0c\u53f0\u79ef\u7535\u3001\u4e09\u661f\u4e0e\u82f1\u7279\u5c14\u5728\u5168\u7403\u9ad8\u9636\u5148\u8fdb\u5c01\u88c5\u9886\u57df\u5177\u6709\u7edd\u5bf9\u7684\u667a\u8d22\u6743\u63a7\u5236\u529b\u3002<\/p>\n<ul>\n<li><strong>\u53f0\u79ef\u7535\uff08TSMC\uff09<\/strong><strong>\uff1a<\/strong>\u5728\u4e13\u5229\u6570\u91cf\u4e0e\u5f15\u5f15\u7528\u8d28\u91cf\u4e0a\u7686\u5c45\u5168\u7403\u9996\u4f4d\uff0c\u62e5\u67092,946 \u9879\u6700\u9ad8\u5f15\u5f15\u7528\u8d28\u91cf\u6392\u540d\u7684\u4e13\u5229\u3002\u5176\u6280\u672f\u5e03\u5c40\u9ad8\u5ea6\u96c6\u4e2d\u4e8e 2.5D\/3D \u96c6\u6210\u3001\u9ad8\u5bc6\u5ea6\u4e2d\u4ecb\u5c42\u4e0e bumpless \u6df7\u5408\u952e\u5408\uff0c\u5e76\u4ee5\u5176 Integrated Fan-Out\uff08InFO\uff09\u548c System-on-Integrated Chips\uff08SoIC\uff09\u6280\u672f\u6784\u6210\u4e86\u575a\u4e0d\u53ef\u6467\u7684\u4e13\u5229\u7fa4<a href=\"#_ftn6\" name=\"_ftnref6\">[6]<\/a><a href=\"#_ftn7\" name=\"_ftnref7\">[7]<\/a>\u3002<\/li>\n<li><strong>\u4e09\u661f\u7535\u5b50\uff08Samsung\uff09<\/strong>\uff1a\u4ee52,404\u9879\u9ad8\u5f15\u5f15\u7528\u4e13\u5229\u6392\u540d\u7b2c\u4e8c\uff0c\u6280\u672f\u8d28\u91cf\u6392\u540d\u7b2c\u4e8c\u3002\u4e09\u661f\u81ea2015\u5e74\u8d77\u91c7\u53d6\u9632\u5fa1\u517c\u5177\u8fdb\u653b\u7684\u7b56\u7565\uff0c\u5728FOPLP\u4e13\u5229\u4e0e3D\u5185\u5b58\uff08HBM\uff09\u5806\u6808\u5c01\u88c5\u9886\u57df\u6025\u5267\u62c9\u5347\u4e13\u5229\u7533\u8bf7\u91cf\uff0c\u4ee5\u671f\u5728\u4e0e\u53f0\u79ef\u7535\u7684\u6676\u5706\u4ee3\u5de5\u4e0e\u5148\u8fdb\u5c01\u88c5\u53cc\u7ebf\u6218\u4e89\u4e2d\u53d6\u5f97\u5747\u52bf<a href=\"#_ftn8\" name=\"_ftnref8\">[8]<\/a><a href=\"#_ftn9\" name=\"_ftnref9\">[9]<\/a>\u3002<\/li>\n<li><strong>\u82f1\u7279\u5c14\uff08Intel\uff09<\/strong>\uff1a\u6301\u6709 1,434 \u9879\u9ad8\u5f15\u5f15\u7528\u4e13\u5229\uff0c\u8d28\u91cf\u6392\u540d\u7b2c\u4e09\u3002\u82f1\u7279\u5c14\u5728 EMIB \u7845\u6865\u63a5\u6280\u672f\u4e0e Foveros 3D \u5c01\u88c5\u67b6\u6784\u4e0a\u62e5\u6709\u5148\u53d1\u7684\u57fa\u7840\u4e13\u5229\u4f18\u52bf\u3002\u8fd1\u5e74\u6765\uff0c\u5176\u4e13\u5229\u4e3b\u529b\u5df2\u79fb\u5411\u73bb\u7483\u82af\u8f7d\u677f\uff08Glass Core\uff09\u4e0e TGV\uff08\u73bb\u7483\u7a7f\u5b54\uff09\u5236\u9020\u5de5\u827a\uff0c\u4ee5\u5728\u65b0\u6750\u6599\u7684\u5bfc\u5165\u9636\u6bb5\u786e\u7acb\u4e3b\u5bfc\u6743<a href=\"#_ftn10\" name=\"_ftnref10\">[10]<\/a><a href=\"#_ftn11\" name=\"_ftnref11\">[11]<\/a>\u3002<\/li>\n<\/ul>\n<h3><span class=\"ez-toc-section\" id=\"%E5%90%88%E9%94%AE%E5%90%88%E3%80%81CPO_%E4%B8%8E_FOPLP%E4%B8%93%E5%88%A9%E8%AF%89%E8%AE%BC%E4%B8%8E%E6%8E%88%E6%9D%83%E5%8A%A8%E6%80%81\"><\/span><strong>\u5408\u952e\u5408\u3001<\/strong><strong>CPO <\/strong><strong>\u4e0e<\/strong><strong> FOPLP<\/strong><strong>\u4e13\u5229\u8bc9\u8bbc\u4e0e\u6388\u6743\u52a8\u6001<\/strong><span class=\"ez-toc-section-end\"><\/span><\/h3>\n<p>\u6df7\u5408\u952e\u5408\u7684\u4e13\u5229\u5e03\u5c40\u5448\u73b0\u6781\u9ad8\u96c6\u4e2d\u5ea6\u3002\u77e5\u8bc6\u4ea7\u6743\u5de8\u5934 Adeia\uff08\u524d\u8eab\u4e3a Xperi\uff09\u62e5\u6709 Direct Bond Interconnect (DBI\u00ae) \u7684\u6838\u5fc3\u57fa\u7840\u4e13\u5229\uff0c\u6db5\u76d6\u6df7\u5408\u952e\u5408\u7684\u7ed3\u6784\u8bbe\u8ba1\u3001\u8868\u9762\u5e73\u5766\u5316\u3001\u70ed\u7ba1\u7406\uff08US11011494\uff09\u4e0e\u91d1\u5c5e\u539f\u5b50\u6269\u6563\u963b\u7edd\u673a\u5236\uff08US11031285\uff09\u3002Adeia \u5b9e\u884c\u6781\u5f3a\u52bf\u7684\u77e5\u8bc6\u4ea7\u6743\u7ef4\u6743\u7b56\u7565\uff0c\u5176\u534a\u5bfc\u4f53\u90e8\u95e8\u57282025\u5e74\u521b\u4e0b4.434\u4ebf\u7f8e\u5143\u7684\u5386\u53f2\u65b0\u9ad8\u8425\u6536\uff0c\u8fd9\u9ad8\u5ea6\u5f97\u76ca\u4e8e\u5176\u5411\u7d22\u5c3c\u3001\u957f\u6c5f\u5b58\u50a8\u3001\u7f8e\u5149\u53ca\u5fae\u8f6f\u7b49\u5de8\u5934\u8fdb\u884c\u7b56\u7565\u6027\u4e13\u5229\u6388\u6743<a href=\"#_ftn12\" name=\"_ftnref12\">[12]<\/a>\u3002<\/p>\n<p>Adeia\u4e8e2025\u5e741\u6708\u4e8e\u5fb7\u5dde\u8054\u90a6\u6cd5\u9662\u5bf9AMD\u53d1\u8d77\u4e24\u8d77\u91cd\u5927\u7684\u534a\u5bfc\u4f53\u5c01\u88c5\u4e13\u5229\u4fb5\u6743\u8bc9\u8bbc\uff0c\u6307\u63a7\u5176\u672a\u7ecf\u6388\u6743\u5728\u591a\u6b3e CPU\/GPU \u82af\u7247\u4e2d\u91c7\u7528\u6df7\u5408\u952e\u5408\u76f8\u5173\u6280\u672f\u3002\u6b64\u6848\u6700\u7ec8\u4e8e2026\u5e743\u6708\u4ee5\u53cc\u65b9\u8fbe\u6210\u591a\u5e74\u671f\u7b56\u7565\u6280\u672f\u6388\u6743\u534f\u8bae\u843d\u5e55\uff0c\u6210\u529f\u6d88\u9664\u4e86AMD\u7684\u8bc9\u8bbc\u4e0e\u8425\u8fd0\u98ce\u9669\uff0c\u4f46\u4e5f\u518d\u6b21\u8bc1\u660e\u57fa\u7840\u5c01\u88c5\u4e13\u5229\u5bf9\u9ad8\u9636\u82af\u7247\u8bbe\u8ba1\u4e1a\u8005\u6240\u5177\u6709\u7684\u5b9e\u8d28\u7b9d\u5236\u529b\u91cf<a href=\"#_ftn13\" name=\"_ftnref13\">[13]<\/a>\u3002<\/p>\n<p>\u5728\u5171\u5c01\u88c5\u5149\u5b66\uff08CPO\uff09\u9886\u57df\uff0c\u4e13\u5229\u7ade\u4e89\u540c\u6837\u5f02\u5e38\u6fc0\u70c8\u3002\u81ea2020 \u5e74\u4ee5\u6765\uff0c\u5168\u7403\u6709\u8d85\u8fc7 1,300\u4e2a\u4e13\u5229\u5bb6\u65cf\u3001\u5171 4,000 \u591a\u9879\u5355\u4e00\u4e13\u5229\u56f4\u7ed5 CPO \u5c55\u5f00\u5e03\u5c40\uff0c\u5176\u4e2d\u7f8e\u56fd\u3001\u4e2d\u56fd\u4e0e\u6b27\u6d32\u4e3a\u4e3b\u8981\u4e13\u5229\u4fdd\u62a4\u56fd\u3002\u82f1\u7279\u5c14\u3001\u601d\u79d1\u3001\u534e\u4e3a\u3001\u535a\u901a\u3001\u53f0\u79ef\u7535\u4ee5\u53ca\u8bfa\u57fa\u4e9a\u7b49\u5de8\u5934\u5728\u5149\u7535\u5f02\u8d28\u4e92\u8fde\u3001\u5149\u53d1\u5c04\u5f15\u64ce\u4e0e\u9ad8\u9891\u5149\u8c03\u53d8\u7ed3\u6784\u4e0a\u7533\u8bf7\u4e86\u5e9e\u5927\u4e13\u5229\uff0c\u5927\u5e45\u7f29\u7d27\u4e86\u65b0\u8fdb\u4e1a\u8005\u7684\u81ea\u7531\u8425\u8fd0\uff08FTO\uff09\u7a7a\u95f4<a href=\"#_ftn14\" name=\"_ftnref14\">[14]<\/a>\u3002<\/p>\n<p>\u4e0e\u6b64\u540c\u65f6\uff0c\u4e2d\u56fd\u534a\u5bfc\u4f53\u4f01\u4e1a\u5728\u9762\u5bf9\u5730\u7f18\u653f\u6cbb\u5236\u7ea6\u4e0b\uff0c\u4ea6\u5c06\u5148\u8fdb\u5c01\u88c5\u89c6\u4e3a\u56fd\u4ea7\u7b97\u529b\u81ea\u4e3b\u5316\uff08Self-Sufficiency\uff09\u4e0e\u6280\u672f\u7a81\u56f4\u7684\u6700\u5173\u952e\u8def\u5f84\u3002\u957f\u6c5f\u5b58\u50a8\uff08YMTC\uff09\u4e0e\u6b66\u6c49\u65b0\u82af\uff08XMC\uff09\u4f9d\u6258 Xtacking\u00ae \u6280\u672f\u4e13\u5229\uff0c\u57283D NAND \u9ad8\u89c4\u5806\u6808\u6df7\u5408\u952e\u5408\u4e13\u5229\u9886\u57df\u5df2\u5177\u5907\u56fd\u9645\u7ade\u4e89\u529b\u3002\u901a\u5bcc\u5fae\u7535\u3001\u957f\u7535\u79d1\u6280\uff08JCET\uff09\u3001\u534e\u5929\u79d1\u6280\u3001\u6c9b\u987f\u79d1\u6280\u4e0e\u6d77\u592a\u534a\u5bfc\u4f53\u7b49\u4e2d\u56fd\u5927\u9646\u5c01\u6d4b\u5927\u5382\uff0c\u4ea6\u5728\u9ad8\u5bc6\u5ea6 HBM \u5c01\u88c5\u53ca\u5927\u9762\u79ef2.5D \u4e2d\u4ecb\u5c42\u6280\u672f\u4e0a\u5efa\u7acb\u9632\u5fa1\u578b\u4e13\u5229\u7fa4\uff0c\u4ee5\u8fce\u5408\u56fd\u4ea7 AI \u82af\u7247\u7684\u672c\u571f\u5c01\u88c5\u9700\u6c42<a href=\"#_ftn15\" name=\"_ftnref15\">[15]<\/a>\u3002<\/p>\n<h2><span class=\"ez-toc-section\" id=\"%E5%85%B3%E9%94%AE%E6%95%A3%E7%83%AD%E4%B8%93%E5%88%A9%E8%A7%A3%E6%9E%90%E3%80%81%E6%9D%90%E6%96%99%E7%93%B6%E9%A2%88%E4%B8%8E%E5%8F%B0%E6%B9%BE%E6%9C%AC%E5%9C%9F%E8%AE%BE%E5%A4%87%E6%9D%90%E6%96%99%E5%95%86%E6%9C%BA\"><\/span><strong>\u5173\u952e\u6563\u70ed\u4e13\u5229\u89e3\u6790\u3001\u6750\u6599\u74f6\u9888\u4e0e\u53f0\u6e7e\u672c\u571f\u8bbe\u5907\u6750\u6599\u5546\u673a<\/strong><span class=\"ez-toc-section-end\"><\/span><\/h2>\n<h3><span class=\"ez-toc-section\" id=\"3D_%E5%A0%86%E6%A0%88%E6%9E%81%E9%99%90%E7%83%AD%E6%95%A3%E5%A4%B1%E4%B8%8E%E5%BA%94%E5%8A%9B%E8%B0%83%E6%8E%A7%E4%B8%93%E5%88%A9\"><\/span><strong>3D <\/strong><strong>\u5806\u6808\u6781\u9650\u70ed\u6563\u5931\u4e0e\u5e94\u529b\u8c03\u63a7\u4e13\u5229<\/strong><span class=\"ez-toc-section-end\"><\/span><\/h3>\n<p>\u5728 3D\u5bc6\u96c6\u5806\u6808\u4e0e\u591a\u82af\u7247\u5f02\u8d28\u6574\u5408\u4e2d\uff0c\u7531\u4e8e\u70ed\u6e90\u9ad8\u5ea6\u91cd\u8fed\uff0c\u70ed\u6d41\u5bc6\u5ea6\uff08Heat Flux\uff09\u7ecf\u5e38\u8d85\u8fc7 300\u00a0W\/cm<sup>2<\/sup>\u3002\u4e3a\u4e86\u9632\u6b62\u70ed\u91cf\u79ef\u7d2f\u5bfc\u81f4\u7ec4\u4ef6\u5931\u6548\u4e0e\u70ed\u5f62\u53d8\u7fd8\u66f2\uff0c\u53f0\u79ef\u7535\u8fd1\u5e74\u5bc6\u96c6\u53d1\u5e03\u4e86\u4e00\u7cfb\u5217\u9ad8\u9636\u7269\u7406\u6563\u70ed\u4e0e\u5e94\u529b\u8865\u507f\u4e13\u5229\uff0c\u5c55\u73b0\u5176\u4ece\u524d\u6bb5\u8bbe\u8ba1\u65f6\u95f4\u5373\u5f00\u59cb\u6574\u5408\u70ed\u7ba1\u7406\u7684\u7b56\u7565\uff1a<\/p>\n<ul>\n<li><strong>\u591a TIM \u5206\u533a\u4e0e\u65b9\u5411\u6027\u6563\u70ed\uff08US20240363474\uff09<\/strong>\uff1a\u900f\u8fc7\u5728\u7cfb\u7edf\u5305\u88c5\u5185\u90e8\u8bbe\u8ba1\u65b9\u5411\u6027\u9ad8\u5bfc\u70ed\u6750\u6599\uff08Thermal Interface Material, TIM\uff09\u8def\u5f84\uff0c\u5c06\u9ad8\u529f\u8017\u88f8\u6676\uff08\u5982GPU\u6838\u5fc3\uff09\u53d1\u70ed\u8def\u5f84\u4e0e\u4f4e\u529f\u8017\u533a\u57df\uff08\u5982\u5185\u5b58\uff09\u8fdb\u884c\u70ed\u9694\u79bb\uff0c\u5927\u5e45\u964d\u4f4e\u70ed\u91cf\u5728\u591a\u82af\u7247\u5185\u90e8\u7684\u6c34\u5e73\u6269\u6563\uff0c\u51cf\u5c11\u5f02\u8d28\u6750\u8d28\u81a8\u80c0\u4e0d\u5747\u4ea7\u751f\u7684\u526a\u5207\u5e94\u529b\u3000<a href=\"#_ftn16\" name=\"_ftnref16\">[16]<\/a>\u3002<\/li>\n<li><strong>\u77f3\u58a8\u57fa TIM \u7684\u673a\u68b0\u9632\u62a4\u67b6\u6784\uff08US20250309071\uff09<\/strong>\uff1a\u9488\u5bf9\u77f3\u58a8\u7b49\u5177\u5907\u6781\u4f73\u5e73\u9762\u9ad8\u70ed\u5bfc\u7387\u4f46\u6781\u5ea6\u8106\u5f31\u4e14\u9644\u7740\u529b\u5dee\u7684\u6750\u6599\uff0c\u53f0\u79ef\u7535\u8bbe\u8ba1\u4e86\u9ad8\u7cbe\u5bc6\u95f4\u9694\u6846\u67b6\u7ed3\u6784\uff08Spacer Frame\uff09\uff0c\u5bf9\u77f3\u58a8 TIM \u8fdb\u884c\u673a\u68b0\u5305\u88f9\u4e0e\u5782\u76f4\u538b\u7f29\uff0c\u9632\u6b62\u5176\u5728\u957f\u671f\u51b7\u70ed\u5faa\u73af\u4e2d\u56e0\u5e94\u529b\u81a8\u80c0\u800c\u53d1\u751f\u5fae\u88c2\u7eb9\u6216\u5265\u79bb\u3000<a href=\"#_ftn17\" name=\"_ftnref17\">[17]<\/a>\u3002<\/li>\n<li><strong>gap-filling \u5e94\u529b\u8c03\u63a7\u4e0e\u9632\u7fd8\u66f2\u7ed3\u6784\uff08US12249566\uff09\uff1a<\/strong>\u91c7\u7528\u5177\u5907\u7279\u5b9a\u5f39\u6027\u6a21\u91cf\u4e0e\u70ed\u5bfc\u7387\u7684\u975e\u5bfc\u7535\u586b\u5145\u6750\u6599\u5145\u586b 3D \u82af\u7247\u95f4\u9699\uff0c\u8c03\u63a7\u56fa\u5316\u8fc7\u7a0b\u4e2d\u7684\u6b8b\u4f59\u5e94\u529b\uff08Residual Stress\uff09\uff0c\u51cf\u5c11\u7845\u4e2d\u4ecb\u5c42\u7fd8\u66f2\u3000<a href=\"#_ftn18\" name=\"_ftnref18\">[18]<\/a>\u3002<\/li>\n<li><strong>\u52a0\u52a0\u5f3a\u578b\u652f\u6301\u57fa\u5e95\uff08US20250266318\uff09\uff1a<\/strong>\u5728\u82af\u7247\u5916\u56f4\u8986\u76d6\u4e00\u5c42\u517c\u5177\u673a\u68b0\u652f\u6491\u4e0e\u5411\u4e0a\u9ad8\u70ed\u4f20\u5bfc\u529f\u80fd\u7684\u91d1\u5c5e\u5316\u8f7d\u4f53\u7ed3\u6784\uff0c\u5e76\u53ef\u914d\u5408\u865a\u62df\u82af\u7247\uff08Virtual Chips\uff09\u548c\u975e\u5bf9\u79f0\u6750\u6599\u7ec4\u5408\uff0c\u8fbe\u6210\u5c01\u88c5\u6574\u4f53\u7684\u5e94\u529b\u52a8\u6001\u5e73\u8861\u8861\u3000<a href=\"#_ftn19\" name=\"_ftnref19\">[19]<\/a>\u3002<\/li>\n<li><strong>\u524d\u6bb5\u4e92\u8fde\u70ed\u758f\u5bfc\u67b6\u6784\uff08US20250300149\uff09<\/strong>\uff1a\u5229\u7528\u8584\u5316\u8f7d\u4f53\u6676\u5706\u914d\u5bf9\u5bf9\u51c6\u7684\u865a\u62df\u91d1\u5c5e\u57ab\uff08Virtual Pads\uff09\uff0c\u5c06\u5e95\u5c42\u82af\u7247\u79ef\u70ed\u7ecf\u7531\u524d\u6bb5\u91d1\u5c5e\u4e92\u8054\u673a\u8def\u76f4\u63a5\u5411\u4e0a\u5bfc\u51fa\u81f3\u9ad8\u6548\u7387\u6563\u70ed\u7247\uff0c\u7f29\u77ed\u5782\u76f4\u6563\u70ed\u8def\u5f84\u3002<\/li>\n<\/ul>\n<h3><span class=\"ez-toc-section\" id=\"%E5%8F%B0%E6%B9%BE%E6%9C%AC%E5%9C%9F%E5%8D%8A%E5%AF%BC%E4%BD%93%E8%AE%BE%E5%A4%87%E3%80%81%E6%B5%8B%E8%AF%95%E4%B8%8E%E6%9D%90%E6%96%99%E4%BE%9B%E5%BA%94%E9%93%BE%E7%9A%84%E6%88%90%E9%95%BF%E7%BA%A2%E5%88%A9\"><\/span><strong>\u53f0\u6e7e\u672c\u571f\u534a\u5bfc\u4f53\u8bbe\u5907\u3001\u6d4b\u8bd5\u4e0e\u6750\u6599\u4f9b\u5e94\u94fe\u7684\u6210\u957f\u7ea2\u5229<\/strong><span class=\"ez-toc-section-end\"><\/span><\/h3>\n<p>\u5728\u53f0\u79ef\u7535\u8d44\u672c\u652f\u51fa\u4e8e2026\u5e74\u5927\u5e45\u98d9\u5347\u81f3520\u4ebf~560\u4ebf\u7f8e\u5143\u7684\u80cc\u666f\u4e0b\uff0c\u9ad8\u9636\u5148\u8fdb\u5c01\u88c5\u8bbe\u5907\u3001\u7279\u6b8a\u6d4b\u8bd5\u4e0e\u6750\u6599\u672c\u571f\u5316\u6210\u4e3a\u53f0\u6e7e\u4f9b\u5e94\u94fe\u7684\u6700\u5f3a\u50ac\u5316\u5242\u3002<\/p>\n<p>\u88683\u8be6\u5217\u4e86\u53f0\u79ef\u7535 CoWoS \/ SoIC \u5148\u8fdb\u5c01\u88c5\u4e0e\u6b21\u4e16\u4ee3 CoPoS \u6280\u672f\u4e4b\u53f0\u6e7e\u672c\u571f\u4f9b\u5e94\u94fe\u6838\u5fc3\u53d7\u60e0\u540d\u5355\u4e0e\u6280\u672f\u6838\u5fc3\u3002<\/p>\n<table width=\"751\">\n<thead>\n<tr>\n<td width=\"96\"><strong>\u5382\u5546<\/strong><\/td>\n<td width=\"196\"><strong>\u5148\u8fdb\u5c01\u88c5\u5236\u7a0b\u6838\u5fc3\u4f4d\u7f6e<\/strong><\/td>\n<td width=\"225\"><strong>\u6838\u5fc3\u4ea7\u54c1\u4e0e\u53d7\u76ca\u7406\u7531<\/strong><\/td>\n<td width=\"224\"><strong>\u8ba2\u5355\u80fd\u89c1\u5ea6\u4e0e\u957f\u7ebf\u52a8\u6001<\/strong><\/td>\n<\/tr>\n<\/thead>\n<tbody>\n<tr>\n<td width=\"96\"><strong>\u5f18\u5851<\/strong><\/td>\n<td width=\"196\">CoWoS \/ SoIC \u524d\u6bb5\u6e7f\u5236\u7a0b<\/td>\n<td width=\"225\">\u9178\u69fd\u8bbe\u5907\u4e0e\u5355\u6676\u5706\u65cb\u8f6c\u6e05\u6d17\u8bbe\u5907\u3002\u5728\u6676\u5706\u524d\u6bb5\u4e0e\u9ad8\u9636\u5c01\u88c5\u6e05\u6d17\u5e02\u573a\u4e2d\u5e02\u5360\u7387\u6781\u9ad8\uff0c\u4e3a\u53f0\u79ef\u7535\u6807\u51c6\u6269\u4ea7\u914d\u5907\u3002<\/td>\n<td width=\"224\">\u8ba2\u5355\u80fd\u89c1\u5ea6\u6781\u9ad8\uff0c\u4eab\u6709\u8f83\u9ad8\u4f30\u503c\u6ea2\u4ef7\u3002<\/td>\n<\/tr>\n<tr>\n<td width=\"96\"><strong>\u8f9b\u8018<\/strong><\/td>\n<td width=\"196\">CoWoS \/ SoIC \u524d\u6bb5\u6e7f\u5236\u7a0b\u4e0e\u4ee3\u7406<\/td>\n<td width=\"225\">\u4e0e\u5f18\u5851\u5206\u98df\u6e7f\u5236\u7a0b\u6e05\u6d17\u5927\u997c\uff0c\u540c\u65f6\u4ee3\u7406\u591a\u6b3e\u56fd\u5916\u9ad8\u9636\u5148\u8fdb\u5c01\u88c5\u524d\u6bb5\u8bbe\u5907\u3002<\/td>\n<td width=\"224\">\u8ba2\u5355\u80fd\u89c1\u5ea6\u5df2\u7a33\u5065\u6392\u81f3 2027 \u5e74\u3002<\/td>\n<\/tr>\n<tr>\n<td width=\"96\"><strong>\u4e07\u6da6<\/strong><\/td>\n<td width=\"196\">CoWoS \u540e\u6bb5\u5c01\u88c5\u3001\u8d34\u5408\u4e0e\u68c0\u6d4b<\/td>\n<td width=\"225\">\u4e3b\u653b\u540e\u6bb5\u70b9\u80f6\u673a\uff08Dispensing\uff09\u4e0e\u81ea\u52a8\u5149\u5b66\u68c0\u6d4b\uff08AOI\uff09\u8bbe\u5907\u3002\u540e\u6bb5\u70b9\u80f6\u4e0e\u8d34\u5408\u8bbe\u5907\u9700\u6c42\u91cf\u968f AI \u82af\u7247\u51fa\u8d27\u91cf\u6210\u6bd4\u4f8b\u66b4\u589e\u3002<\/td>\n<td width=\"224\">\u53d7\u76ca\u4e8e Blackwell \u7b49\u591a\u6676\u7c92\u5c01\u88c5\u51fa\u8d27\u6f6e\uff0c\u8425\u6536\u5f39\u6027\u6781\u5927\u3002<\/td>\n<\/tr>\n<tr>\n<td width=\"96\"><strong>\u5747\u534e<\/strong><\/td>\n<td width=\"196\">2.5D\/3D \u4e0e CoPoS \u82af\u7247\u6311\u62e3\u5806\u6808<\/td>\n<td width=\"225\">\u4e13\u7cbe\u4e8e\u8d85\u9ad8\u7cbe\u5ea6\u82af\u7247\u6311\u62e3\u673a\uff08Die Picker\uff09\u4e0e\u9ecf\u6676\u673a\uff08Die Bonder\uff09\uff0c\u8d1f\u8d23 2.5D\/3D \u6c34\u5e73\u4e0e\u5782\u76f4\u65b9\u5411\u7684\u9ad8\u7cbe\u5ea6\u7cbe\u51c6\u5bf9\u51c6\u4e0e\u5806\u6808\u3002<\/td>\n<td width=\"224\">\u638c\u63e1\u9ad8\u96be\u5ea6\u7cbe\u5bc6\u6311\u9009\u4e0e\u9ecf\u6676\u6838\u5fc3\u6280\u672f\u3002<\/td>\n<\/tr>\n<tr>\n<td width=\"96\"><strong>\u5747\u8c6a<\/strong><\/td>\n<td width=\"196\">\u7cfb\u7edf\u5316\u68c0\u6d4b\u4e0e\u81ea\u52a8\u4f20\u8f93<\/td>\n<td width=\"225\">\u63d0\u4f9b\u5148\u8fdb\u5c01\u88c5\u5236\u7a0b\u4e2d\u7684 AOI \u4e0e\u9ad8\u7cbe\u5bc6\u81ea\u52a8\u5316\u6676\u5706\u4f20\u8f93\u7cfb\u7edf\u3002\u7ed3\u5408 G2C \u8054\u76df\uff08\u5747\u8c6a\u3001\u5747\u534e\u3001\u5fd7\u5723\uff09\u56e2\u4f53\u6218\u4f18\u52bf\uff0c\u83b7\u53d6\u6574\u7ebf\u6574\u5408\u5927\u5355\u3002<\/td>\n<td width=\"224\">\u5168\u9762\u5207\u5165\u53f0\u79ef\u7535\u5de5\u5382\u667a\u52a8\u5316\u7cfb\u7edf\u3002<\/td>\n<\/tr>\n<tr>\n<td width=\"96\"><strong>\u81f4\u8302<\/strong><\/td>\n<td width=\"196\">\u9ad8\u9636\u7cfb\u7edf\u7ea7\u6d4b\u8bd5\uff08SLT\uff09\u4e0e\u70ed\u7279\u6027\u6d4b\u8bd5<\/td>\n<td width=\"225\">\u63d0\u4f9b CoWoS \u4e0e\u6b21\u4e16\u4ee3 CoPoS \u65b9\u5f62\u9762\u677f\u9ad8\u5bc6\u5ea6\u5c01\u88c5\u6240\u9700\u7684\u9ad8\u9636\u7535\u6c14\u7279\u6027\u4e0e\u52a8\u6001\u70ed\u963b\u6d4b\u8bd5\u7cfb\u7edf\uff0c\u6ee1\u8db3\u9ad8\u74e6\u6570\u82af\u7247\u51fa\u5382\u6d4b\u8bd5\u6807\u51c6\u3002<\/td>\n<td width=\"224\">\u53d7\u60e0\u4e8e AI \u82af\u7247\u9ad8\u9636\u6d4b\u8bd5\u96be\u5ea6\u589e\u52a0\u5e26\u6765\u7684\u5355\u4ef7\u63d0\u5347\u3002<\/td>\n<\/tr>\n<tr>\n<td width=\"96\"><strong>\u5370\u80fd\u79d1\u6280<\/strong><\/td>\n<td width=\"196\">\u538b\u529b\u9664\u6ce1\u4e0e\u7fd8\u66f2\u5f62\u53d8\u63a7\u5236<\/td>\n<td width=\"225\">\u63d0\u4f9b\u4e13\u95e8\u7684\u9ad8\u538b\u9664\u6ce1\u8bbe\u5907\uff08Vacuum Baking \/ Pressure Oven\uff09\uff0c\u5728\u9ad8\u96be\u5ea6 3D \u5806\u6808\u4e0e\u5927\u9762\u79ef CoPoS \u6709\u673a\/\u73bb\u7483\u9762\u677f\u5c01\u88c5\u4e2d\u63a7\u5236\u5fae\u5c0f\u5b54\u6d1e\u4e0e\u6c14\u6ce1\u6392\u9664\u3002<\/td>\n<td width=\"224\">\u4e3a\u89e3\u51b3 3D \u5806\u6808\u7fd8\u66f2\u5f62\u53d8\u63a7\u5236\u4e0e\u826f\u7387\u722c\u5761\u7684\u9690\u5f62\u529f\u81e3\u3002<\/td>\n<\/tr>\n<tr>\n<td width=\"96\"><strong>\u73af\u7403\u6676<\/strong><\/td>\n<td width=\"196\">CoPoS \u4e13\u7528\u65b9\u5f62\u7845\u6676\u5706\u6750\u6599<\/td>\n<td width=\"225\">\u79ef\u6781\u7814\u53d1 CoPoS \u67b6\u6784\u6240\u9700\u7684\u65b9\u5f62\u7845\u6676\u5706\u652f\u6491\u8f7d\u677f\uff0c\u9884\u8ba1\u4e8e 2026 \u5e74\u7b2c\u56db\u5b63\u5f00\u59cb\u5c0f\u91cf\u51fa\u8d27\u3002<\/td>\n<td width=\"224\">\u5c1a\u672a\u6709\u7b2c\u4e09\u5bb6\u6750\u6599\u5546\u53d6\u5f97\u53f0\u79ef\u7535\u540c\u7b49\u8ba4\u8bc1\u3002<\/td>\n<\/tr>\n<tr>\n<td width=\"96\"><strong>\u5408\u6676<\/strong><\/td>\n<td width=\"196\">CoPoS \u4e13\u7528\u65b9\u5f62\u7845\u6676\u5706\u6750\u6599<\/td>\n<td width=\"225\">\u79ef\u6781\u7814\u5236 310mm x 310mm \u65b9\u5f62\u7845\u6676\u5706\uff0c\u63d0\u4f9b\u82af\u7247\u7ec4\u88c5\u65f6\u5e73\u5766\u5ea6\u6781\u4f73\u4e4b\u4f4e\u70ed\u5f62\u53d8\u652f\u6491\u677f\u3002\u9884\u8ba1\u4e8c\u6797\u65b0\u5382\u542f\u7528\u540e\u6269\u5927\u51fa\u8d27\u3002<\/td>\n<td width=\"224\">\u534f\u540c\u8bbe\u5907\u5546\u653b\u514b\u65b9\u5f62\u7845\u6676\u5706\u78e8\u524a\u6280\u672f\u74f6\u9888\u3002<\/td>\n<\/tr>\n<\/tbody>\n<\/table>\n<p><strong>\u88683. \u53f0\u79ef\u7535 CoWoS \/ SoIC \u5148\u8fdb\u5c01\u88c5\u4e0e\u6b21\u4e16\u4ee3 CoPoS \u6280\u672f\u4e4b\u53f0\u6e7e\u672c\u571f\u4f9b\u5e94\u94fe\u6838\u5fc3\u53d7\u60e0\u540d\u5355\uff1b\u6570\u636e\u6e90\uff1a<\/strong><a href=\"#_ftn20\" name=\"_ftnref20\"><strong>[20]<\/strong><\/a><a href=\"#_ftn21\" name=\"_ftnref21\"><strong>[21]<\/strong><\/a><a href=\"#_ftn22\" name=\"_ftnref22\"><strong>[22]<\/strong><\/a><strong>\uff1b\u6574\u7406\u5236\u8868\uff0c\u5317\u7f8e\u667a\u6743\u62a5 \/ \u674e\u6dd1\u83b2<\/strong><\/p>\n<h3><span class=\"ez-toc-section\" id=\"%E5%85%88%E8%BF%9B%E5%B0%81%E8%A3%85%E5%85%A8%E7%90%83%E7%AB%9E%E5%90%88%E4%B8%8E%E8%B7%A8%E5%9B%BD%E5%B8%83%E5%B1%80\"><\/span><strong>\u5148\u8fdb\u5c01\u88c5\u5168\u7403\u7ade\u5408\u4e0e\u8de8\u56fd\u5e03\u5c40<\/strong><span class=\"ez-toc-section-end\"><\/span><\/h3>\n<p>\u503c\u5f97\u5173\u6ce8\u7684\u662f\uff0c\u9762\u5bf9\u5730\u7f18\u653f\u6cbb\u7684\u4e0d\u786e\u5b9a\u6027\u4e0e\u5404\u56fd\u5bf9\u534a\u5bfc\u4f53\u5236\u9020\u672c\u571f\u5316\u7684\u786c\u6027\u8981\u6c42\uff0c\u6676\u5706\u4ee3\u5de5\u9f99\u5934\u7684\u6d77\u5916\u5e03\u5c40\u7b56\u7565\u6b63\u4ece\u5355\u7eaf\u7684\u300c\u6676\u5706\u5236\u9020\u300d\u5ef6\u4f38\u81f3\u300c\u5148\u8fdb\u5c01\u88c5\u300d\u3002<\/p>\n<p>\u53f0\u79ef\u7535\u5728\u7f8e\u56fd\u4e9a\u5229\u6851\u90a3\u5dde\u7684\u6269\u5efa\u8ba1\u5212\uff0c\u9664\u539f\u5148\u5ba3\u5e03\u7684\u591a\u671f\u6676\u5706\u4ee3\u5de5\u7ebf\u5916\uff0c\u5df2\u6b63\u5f0f\u6269\u5927\u81f3\u5305\u62ec8\u5ea7\u6676\u5706\u5236\u9020\u5382\u4e0e4\u5ea7\u9ad8\u9636\u5148\u8fdb\u5c01\u88c5\u5382\u7684\u5e9e\u5927\u57fa\u5730\uff0c\u65e8\u5728\u4e3a\u7f8e\u56fd\u5f53\u5730\u7684\u79d1\u6280\u5de8\u5934\uff08\u5982\u82f9\u679c\u3001\u8f89\u8fbe\u3001\u5fae\u8f6f\u3001\u4e9a\u9a6c\u900a\uff09\u63d0\u4f9b\u4e00\u7ad9\u5f0f\u7684\u524d\u540e\u6bb5\u5728\u5730\u5316\u751f\u4ea7\u65b9\u6848\u3002<\/p>\n<p>\u4e0e\u6b64\u540c\u65f6\uff0c\u82f1\u7279\u5c14\u4ea6\u5728\u7f8e\u56fd\u65b0\u58a8\u897f\u54e5\u5dde\u3001\u9a6c\u6765\u897f\u4e9a\u5c45\u6797\u4e0e\u69df\u57ce\u5efa\u7acb\u4e86\u9ad8\u9636EMIB\u53ca Foveros 3D\u5148\u8fdb\u5c01\u88c5\u4ea7\u7ebf\uff0c\u8bd5\u56fe\u5229\u7528\u5176\u5168\u7403\u5316\u7684\u540e\u6bb5\u5c01\u88c5\u636e\u70b9\u6765\u5bf9\u6297\u53f0\u79ef\u7535\u7684\u4ea7\u80fd\u5784\u65ad\u3002\u5373\u4f7f\u662f\u65b0\u5174\u56fd\u5bb6\u4e0e\u5730\u533a\uff0c\u4e5f\u5728\u8fd9\u573a\u7ade\u8d5b\u4e2d\u52a0\u901f\u5e03\u5c40\u3002\u4f8b\u5982\u65e5\u672c\u7684Rapidus\u5ba3\u5e03\u4e8e2026\u5e74\u5168\u9762\u542f\u52a81.4\u5948\u7c73\u524d\u6bb5\u5236\u7a0b\u7814\u53d1\uff0c\u5e76\u540c\u6b65\u89c4\u5212\u5148\u8fdb\u5c01\u88c5\u914d\u5957\uff1b\u800c\u4e09\u661f\u5219\u5728\u826f\u7387\u6539\u5584\u4e0a\u53d6\u5f97\u91cd\u5927\u7a81\u7834\uff0c\u51762\u5948\u7c73\u524d\u6bb5\u826f\u7387\u5728\u534a\u5e74\u5185\u7ffb\u5347\u4e09\u500d\u5e76\u7a81\u783460%\uff0c\u4e3a\u5176\u540e\u7eed\u53d1\u5c552.5D I-Cube \u53ca 3D\u5806\u6808\u5c01\u88c5\u6253\u4e0b\u4e86\u575a\u5b9e\u7684\u5236\u9020\u57fa\u7840\u3002<\/p>\n<h2><span class=\"ez-toc-section\" id=\"%E6%80%BB%E7%BB%93%E4%B8%8E%E9%95%BF%E7%BA%BF%E5%8F%91%E5%B1%95%E8%B6%8B%E5%8A%BF\"><\/span><strong>\u603b\u7ed3\u4e0e\u957f\u7ebf\u53d1\u5c55\u8d8b\u52bf<\/strong><span class=\"ez-toc-section-end\"><\/span><\/h2>\n<p>\u7efc\u4e0a\u5bf9\u534a\u5bfc\u4f53\u5f02\u8d28\u6574\u5408\u5148\u8fdb\u5c01\u88c5\u5728\u6280\u672f\u3001\u5e02\u573a\u53ca\u4e13\u5229\u5e03\u5c40\u4e0a\u7684\u6700\u65b0\u8ffd\u8e2a\uff0c\u7b14\u8005\u5f52\u7eb3\u51fa\u4ee5\u4e0b3\u9879\u957f\u7ebf\u53d1\u5c55\u8d8b\u52bf\uff1a<\/p>\n<p>\u9996\u5148\uff0c\u300c\u5316\u5706\u4e3a\u65b9\u300d\u7684\u5149\u7535\u6574\u5408\u65b0\u65f6\u4ee3\u662f\u6280\u672f\u8d8b\u52bf\u3002\u4ee5\u53f0\u79ef\u7535SoIC\u4e3a\u9996\u76843D\u5782\u76f4\u5806\u6808\u5c06\u5728\u672a\u6765\u6570\u5e74\u8fc5\u901f\u75311.6\u4e07\u7247\u6269\u5145\u81f37.8\u4e07\u7247\uff0c\u800c2028\u5e74\u540e\u7684\u8d85\u5927\u578b\u82af\u7247\u5219\u5c06\u6b63\u5f0f\u8fdb\u5165\u4ee5\u73bb\u7483\u6838\u5fc3\u57fa\u677f\uff08GCS\uff09\u53caTGV\u4e3a\u6280\u672f\u6838\u5fc3\u7684 CoPoS \u9762\u677f\u7ea7\u5c01\u88c5\u65f6\u4ee3\u3002\u540c\u65f6\uff0cCPO\u6280\u672f\u968f\u7740AI\u7b97\u529b\u4ea4\u6362\u5e26\u5bbd\u7206\u53d1\uff0c\u4e5f\u5c06\u5728\u7845\u5149\u5b50\u5e73\u53f0\u4e0a\u83b7\u5f97\u5b9e\u8d28\u6027\u7684\u5546\u7528\u653e\u91cf\uff0c\u5f15\u9886\u94dc\u4e92\u8fde\u5411\u5149\u4e92\u8fde\u7684\u9769\u547d\u6027\u8dc3\u5347\u3002<\/p>\n<p>\u5176\u6b21\uff0c\u5e02\u573a\u7aef\u4ecd\u5c06\u5904\u4e8e\u8f83\u957f\u5468\u671f\u7684\u4ea7\u80fd\u4e0e\u5173\u952e\u6750\u6599\u4f9b\u9700\u5931\u8861\u72b6\u6001\uff0c\u9884\u8ba1\u62d0\u70b9\u76f4\u81f3 2027 \u5e74\u4e0b\u534a\u5e74\u624d\u4f1a\u5230\u6765\u3002\u5728NVIDIA\u3001AMD\u7b49\u5de8\u5934\u9ad8\u4ef7\u62a2\u5360\u9ad8\u8fbe63%\u7684\u9ad8\u9636\u4ea7\u80fd\u9650\u5236\u4e0b\uff0c\u82f1\u7279\u5c14\u4e0e\u65e5\u6708\u5149\u7b49\u4e8c\u7ebf\u9ad8\u9636\u5c01\u88c5\u7ba1\u9053\u6b63\u79ef\u6781\u6269\u4ea7\u627f\u63a5\u6ea2\u51fa\u5546\u673a\uff0c\u800c\u5927\u9646OSAT\u4e1a\u8005\u4ea6\u900f\u8fc7HBM\u672c\u571f\u5316\u5c01\u88c5\u5728\u56fd\u4ea7\u81ea\u7ed9\u7387\u653f\u7b56\u4e0b\u83b7\u5f97\u9ad8\u5ea6\u6210\u957f\u7a7a\u95f4\u3002<\/p>\n<p>\u6700\u540e\uff0c\u4e13\u5229\u8bc9\u8bbc\u4e0e\u77e5\u8bc6\u4ea7\u6743\u6388\u6743\u5df2\u7531\u88ab\u52a8\u9632\u5fa1\u6f14\u5316\u4e3a\u4e3b\u5bfc\u4ea7\u4e1a\u5229\u6da6\u5206\u914d\u4e0e\u5e02\u573a\u51c6\u5165\u7684\u6218\u7565\u6b66\u5668\u3002\u4ee5Adeia\u3001\u53f0\u79ef\u7535\u3001\u4e09\u661f\u4e0e\u82f1\u7279\u5c14\u4e3a\u4ee3\u8868\u7684\u4e13\u5229\u5927\u5382\u5c06\u7ee7\u7eed\u5728\u6df7\u5408\u952e\u5408\u3001CPO\u4e0e\u73bb\u7483\u57fa\u677f\u7b49\u5173\u952e\u7ec6\u5206\u8d5b\u9053\u4e0a\u6536\u7d27\u4e13\u5229\u4fdd\u62a4\u7f51\u3002\u82af\u7247\u8bbe\u8ba1\u516c\u53f8\u5728\u8ffd\u6c42\u6781\u9650\u8fd0\u7b97\u6027\u80fd\u65f6\uff0c\u9664\u5fc5\u987b\u79ef\u6781\u62a2\u5360\u7a00\u7f3a\u7684\u540e\u6bb5\u4ea7\u80fd\u5916\uff0c\u4ea6\u5e94\u5efa\u7acb\u5168\u9762\u7684 FTO\uff08\u81ea\u7531\u8425\u8fd0\uff09\u4e13\u5229\u5408\u89c4\u4f53\u7cfb\uff0c\u907f\u514d\u9677\u5165\u52a8\u8f84\u4e0a\u4ebf\u7f8e\u5143\u7684\u4e13\u5229\u8bc9\u8bbc\uff0c\u4ee5\u786e\u4fdd\u4f9b\u5e94\u94fe\u957f\u7ebf\u7684\u5b89\u5168\u4e0e\u5f39\u6027\u3002<\/p>\n<p><span style=\"color: #0000ff;\"><strong>\u5099\u8a3b\uff1a<\/strong><\/span><\/p>\n<p><a href=\"#_ftnref1\" name=\"_ftn1\">[1]<\/a> Advanced packaging rose 3% in Q4 2025; Q1 2026 dips on seasonality, but AI and HPC demand keep the full-year outlook strong.\uff1byolegroup.com\uff0cApr 2026<br \/>\n<a href=\"#_ftnref2\" name=\"_ftn2\">[2]<\/a> Advanced Packaging Market (2026 &#8211; 2033)\uff1bGrand View Research\uff0cLast Virewed\uff1a2026\/07\/14<br \/>\n<a href=\"#_ftnref3\" name=\"_ftn3\">[3]<\/a>\u7fa3\u667a\u54a8\u8be2\uff1a\u9884\u8ba12026\u5e74\u5168\u7403\u5148\u8fdb\u5c01\u88c5\u5e02\u573a\u89c4\u6a21\u5c06\u8fbe587\u4ebf\u7f8e\u5143 \u540c\u6bd4\u589e\u957f\u7ea697%\uff1bInvesting.com\uff0c2026-5-18<a href=\"#_ftnref4\" name=\"_ftn4\">[4]<\/a> PLP market set to grow more than 40% CAGR to 2031, driven by UHD FO\/2.5D for AI, HPC, and chiplet architectures.\uff1byolegroup.com\uff0cMAR 2026<br \/>\n<a href=\"#_ftnref5\" name=\"_ftn5\"><\/a><a href=\"https:\/\/naipnews.naipo.com\/68309\/#_ftnref5\" name=\"_ftn5\">[5]<\/a>\u3000<a href=\"https:\/\/iknow.stpi.niar.org.tw\/post\/Read.aspx?PostID=17767\">Yole\uff1a5G\u5c01\u88c5\u5e02\u573a2026\u5e74\u8fbe26\u4ebf\u7f8e\u5143 \u4eceRF\u6a21\u5757\u5230AiP10<\/a>\uff1b\u8d22\u56e2\u6cd5\u4eba\u56fd\u5bb6\u5b9e\u9a8c\u7814\u7a76\u9662\u79d1\u6280\u653f\u7b56\u7814\u7a76\u4e0e\u4fe1\u606f\u4e2d\u5fc3 \u79d1\u6280\u4ea7\u4e1a\u4fe1\u606f\u5ba4\uff0c2021\u5e745\u67084\u65e5<a href=\"https:\/\/naipnews.naipo.com\/68309\/#_ftnref5\" name=\"_ftn5\"><\/a><a href=\"#_ftnref6\" name=\"_ftn6\">[6]<\/a> <a href=\"https:\/\/www.patsnap.com\/resources\/blog\/articles\/advanced-packaging-technology-landscape-2026\/\">Advanced packaging technology landscape 2026<\/a>\uff1bpatsnap\uff0c1 April 2026<br \/>\n<a href=\"#_ftnref7\" name=\"_ftn7\">[7]<\/a> <a href=\"https:\/\/www.knowmade.com\/technology-news\/semiconductor-news\/semiconductor-packaging-news\/advanced-semiconductor-packaging-leading-patent-owners-and-new-entrants\/\">Advanced semiconductor packaging: leading patent owners and new entrants<\/a>\uff1bKnowMade\uff0cSeptember 06, 2024<br \/>\n<a href=\"#_ftnref8\" name=\"_ftn8\">[8]<\/a>\u3000\u540c\u6ce86<br \/>\n<a href=\"#_ftnref9\" name=\"_ftn9\">[9]<\/a> \u540c\u6ce87<br \/>\n<a href=\"#_ftnref10\" name=\"_ftn10\">[10]<\/a> \u540c\u6ce86<br \/>\n<a href=\"#_ftnref11\" name=\"_ftn11\">[11]<\/a> \u540c\u6ce87<br \/>\n<a href=\"#_ftnref12\" name=\"_ftn12\">[12]<\/a> \u540c\u6ce87<br \/>\n<a href=\"#_ftnref13\" name=\"_ftn13\">[13]<\/a><a href=\"https:\/\/cmnews.com.tw\/article\/newsyoudeservetoknow-bf4c822a-1d65-11f1-9ed9-0ebc9df3d0c2\">\u3010<\/a><a href=\"https:\/\/cmnews.com.tw\/article\/newsyoudeservetoknow-bf4c822a-1d65-11f1-9ed9-0ebc9df3d0c2\">\u5b9e\u65f6\u65b0\u95fb\u3011\u8d85\u5a01AMD\u4e0eAdeia\u7b7e\u7f72\u591a\u5e74\u6388\u6743\u534f\u8bae\uff0c\u6210\u529f\u5316\u89e3\u4e13\u5229\u8bc9\u8bbc\u5e76\u53d6\u5f97\u5c01\u88c5\u6280\u672f<\/a>\uff1bCMoney\u6295\u8d44\u7f51\u5fd7\uff0c2026-03-12<br \/>\n<a href=\"#_ftnref14\" name=\"_ftn14\">[14]<\/a> <a href=\"https:\/\/www.globenewswire.com\/news-release\/2026\/02\/19\/3241254\/28124\/en\/co-packaged-optics-optical-interconnects-patent-landscape-analysis-report-2026-1-300-patent-families-analyzed-since-2020-with-global-filing-trends-leading-assignees-and-ip-newcomer.html\">Co-Packaged Optics &amp; Optical Interconnects Patent Landscape Analysis Report 2026: 1,300 Patent Families Analyzed Since 2020 with Global Filing Trends, Leading Assignees and IP Newcomers Identified<\/a>\uff1bGlobeNewswire\uff0cFebruary 19, 2026<br \/>\n<a href=\"#_ftnref15\" name=\"_ftn15\">[15]<\/a> 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href=\"https:\/\/smart.businessweekly.com.tw\/Reading\/IndepArticle.aspx?id=6022138\">\u53f0\u79ef\u7535\u5e03\u5c40CoPoS\uff0c\u300c3\u53f0\u5382\u300d\u62a2\u5148\u5361\u4f4d\uff0cCoWoS\u6269\u4ea7\u3001CoPoS\u957f\u7ebf\u5546\u673a\u901a\u5403\uff01<\/a>; Smart\u81ea\u5b66\u7f51\uff0c2026-05-29<br \/>\n<a href=\"#_ftnref22\" name=\"_ftn22\">[22]<\/a>\u3000<a href=\"https:\/\/hao.cnyes.com\/post\/257901\">\u53f0\u79ef\u7535\u4e00\u4ee3CoPoS\u8fc7\u6e21\u54c1\u6216\u6709\u673aRDL\/\u5de8\u578b\u7845\u7247\uff0c\u4e8c\u4ee3\u5fc5\u6740\u8ba1\u4e00\u5b9a\u662f\u73bb\u7483\u57fa\u677f\uff01\u7559\u7ed9\u53f0\u79ef\u7535\u7684\u65f6\u95f4\u4e0d\u591a\u4e86<\/a>\uff1b\u5de8\u4ea8\u53f7\uff0c2026\/07\/07<\/p>\n<p><span style=\"color: #0000ff;\"><strong>\u53c2\u8003\u6570\u636e\uff1a<\/strong><\/span><\/p>\n<ol>\n<li><a href=\"https:\/\/blog.fugle.tw\/post\/soic-industry-analysis-2\">2026 \u5e74\u5148\u8fdb\u5c01\u88c5\u4ea7\u4e1a\u6df1\u5ea6\u62a5\u544a\uff1a\u53f0\u79ef\u7535SoIC 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\u662f\u4ec0\u4e48\uff1f\u5148\u8fdb\u5c01\u88c5\u65b0\u4e16\u4ee3\u6982\u5ff5\u80a1\u9f99\u5934\u6574\u7406\u4e0e\u6295\u8d44\u8bc4\u4f30\u6846\u67b6\uff082026\uff09<\/a>\uff1bWistock\uff0c2026\/05\/24<\/li>\n<li><a href=\"https:\/\/www.knowmade.com\/technology-news\/semiconductor-news\/semiconductor-packaging-news\/advanced-semiconductor-packaging-leading-patent-owners-and-new-entrants\/\">Advanced semiconductor packaging: leading patent owners and new entrants<\/a>\uff1bKnowMade\uff0cLast Virewed\uff1a2026\/07\/14<\/li>\n<li><a href=\"https:\/\/www.mirrormedia.mg\/external\/setn_1868687\">\u53f0\u79ef\u7535\u6cd5\u8bf4\u4f1a\u524d\u5915\u3000FOPLP\u5c01\u88c510\u6a94<\/a>\uff1b\u955c\u5468\u520a\uff0c07.08<\/li>\n<li><a href=\"https:\/\/www.youtube.com\/watch?v=jVyqNxoZ5pw\">\u773a\u671b2026\u7cfb\u5217\uff5c\u9762\u677f\u7ea7\u5c01\u88c5\u53d1\u5c55\u4e0e\u5e94\u7528\u8d8b\u52bf-\u90d1\u7dc1\u73b2 J1<\/a>\uff1bIEK\u4ea7\u4e1a\u60c5\u62a5\u7f51\uff0cLast Virewed\uff1a2026\/07\/14<\/li>\n<li><a href=\"https:\/\/hao.cnyes.com\/post\/257901\">\u53f0\u79ef\u7535\u4e00\u4ee3CoPoS\u8fc7\u6e21\u54c1\u6216\u6709\u673aRDL\/\u5de8\u578b\u7845\u7247\uff0c\u4e8c\u4ee3\u5fc5\u6740\u8ba1\u4e00\u5b9a\u662f\u73bb\u7483\u57fa\u677f\uff01\u7559\u7ed9\u53f0\u79ef\u7535\u7684\u65f6\u95f4\u4e0d\u591a\u4e86<\/a>\uff1b\u5de8\u4ea8\u53f7\uff0c2026\/07\/07<\/li>\n<li><a href=\"https:\/\/smart.businessweekly.com.tw\/Reading\/IndepArticle.aspx?id=6022138\">\u53f0\u79ef\u7535\u5e03\u5c40CoPoS\uff0c\u300c3\u53f0\u5382\u300d\u62a2\u5148\u5361\u4f4d\uff0cCoWoS\u6269\u4ea7\u3001CoPoS\u957f\u7ebf\u5546\u673a\u901a\u5403<\/a>\uff1bSmart\u81ea\u5b66\u7f51\uff0c2026-05-29<\/li>\n<li><a href=\"https:\/\/www.yolegroup.com\/product\/quarterly-monitor\/advanced-packaging-market-monitor\/\">Advanced packaging rose 3% in Q4 2025; Q1 2026 dips on seasonality, but AI and HPC demand keep the full-year outlook strong<\/a>.\uff1bcom\uff0cApr 2026<\/li>\n<li><a href=\"https:\/\/www.yolegroup.com\/product\/report\/panel-level-packaging-2026\/\">PLP market set to grow more than 40% CAGR to 2031, driven by UHD FO\/2.5D for AI, HPC, and chiplet architectures<\/a>.\uff1bcom\uff0cMAR 2026<\/li>\n<li><a href=\"https:\/\/www.grandviewresearch.com\/industry-analysis\/advanced-packaging-market-report\">Advanced Packaging Market (2026 &#8211; 2033)<\/a>\uff1bGrand View Research\uff0cLast Virewed\uff1a2026\/07\/14<\/li>\n<li><a href=\"https:\/\/hao.cnyes.com\/post\/249444\">\u53f0\u79ef\u7535\u518d\u5ea6\u4e0a\u8c032026~2027\u7684 CoWos \u4ea7\u80fd\u76ee\u6807<\/a>\uff1b\u5de8\u4ea8\u53f7\uff0c2026\/05\/27<\/li>\n<li><a href=\"https:\/\/iknow.stpi.niar.org.tw\/post\/Read.aspx?PostID=17767\">Yole\uff1a5G\u5c01\u88c5\u5e02\u573a2026\u5e74\u8fbe26\u4ebf\u7f8e\u5143 \u4eceRF\u6a21\u5757\u5230AiP10<\/a>\uff1b\u79d1\u6280\u4ea7\u4e1a\u4fe1\u606f\u5ba4\uff0c2021\u5e745\u67084\u65e5<\/li>\n<li><a href=\"http:\/\/www.iccsz.com\/site\/cn\/News\/2026\/07\/08\/20260708023548472426.htm\">Yole\uff1a\u516d\u5e74\u8dc3\u81f31120\u4ebf\u7f8e\u5143 AI\u91cd\u5851\u5149\u6a21\u5757\u5e02\u573a<\/a>\uff1b\u8baf\u77f3\u5149\u901a\u8baf\u7f51\uff0c2026\/7\/8<\/li>\n<li><a href=\"https:\/\/www.globenewswire.com\/news-release\/2026\/02\/19\/3241254\/28124\/en\/co-packaged-optics-optical-interconnects-patent-landscape-analysis-report-2026-1-300-patent-families-analyzed-since-2020-with-global-filing-trends-leading-assignees-and-ip-newcomer.html\">Co-Packaged Optics &amp; Optical Interconnects Patent Landscape Analysis Report 2026: 1,300 Patent Families Analyzed Since 2020 with Global Filing Trends, Leading Assignees and IP Newcomers Identified<\/a>\uff1bGlobeNewswire\uff0cFebruary 19, 2026<\/li>\n<li><a href=\"https:\/\/patentworld.vercel.app\/chapters\/semiconductors\/\">Chapter 33\uff1aSemiconductors\uff0cThe silicon foundation of modern technology<\/a>\uff1bPatentWorld\uff1bLast 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[&hellip;]<\/p>\n","protected":false},"author":10,"featured_media":1987,"comment_status":"open","ping_status":"open","sticky":false,"template":"","format":"standard","meta":{"footnotes":""},"categories":[271,280,252,256],"tags":[],"author_name1":[306],"class_list":{"0":"post-68319","1":"post","2":"type-post","3":"status-publish","4":"format-standard","5":"has-post-thumbnail","7":"category-271","8":"category-280","9":"category-252","10":"category-256","11":"author_name1--zh-hans"},"_links":{"self":[{"href":"https:\/\/naipnews.naipo.com\/zh-hans\/wp-json\/wp\/v2\/posts\/68319","targetHints":{"allow":["GET"]}}],"collection":[{"href":"https:\/\/naipnews.naipo.com\/zh-hans\/wp-json\/wp\/v2\/posts"}],"about":[{"href":"https:\/\/naipnews.naipo.com\/zh-hans\/wp-json\/wp\/v2\/types\/post"}],"author":[{"embeddable":true,"href":"https:\/\/naipnews.naipo.com\/zh-hans\/wp-json\/wp\/v2\/users\/10"}],"replies":[{"embeddable":true,"href":"https:\/\/naipnews.naipo.com\/zh-hans\/wp-json\/wp\/v2\/comments?post=68319"}],"version-history":[{"count":6,"href":"https:\/\/naipnews.naipo.com\/zh-hans\/wp-json\/wp\/v2\/posts\/68319\/revisions"}],"predecessor-version":[{"id":68439,"href":"https:\/\/naipnews.naipo.com\/zh-hans\/wp-json\/wp\/v2\/posts\/68319\/revisions\/68439"}],"wp:featuredmedia":[{"embeddable":true,"href":"https:\/\/naipnews.naipo.com\/zh-hans\/wp-json\/wp\/v2\/media\/1987"}],"wp:attachment":[{"href":"https:\/\/naipnews.naipo.com\/zh-hans\/wp-json\/wp\/v2\/media?parent=68319"}],"wp:term":[{"taxonomy":"category","embeddable":true,"href":"https:\/\/naipnews.naipo.com\/zh-hans\/wp-json\/wp\/v2\/categories?post=68319"},{"taxonomy":"post_tag","embeddable":true,"href":"https:\/\/naipnews.naipo.com\/zh-hans\/wp-json\/wp\/v2\/tags?post=68319"},{"taxonomy":"author_name1","embeddable":true,"href":"https:\/\/naipnews.naipo.com\/zh-hans\/wp-json\/wp\/v2\/author_name1?post=68319"}],"curies":[{"name":"wp","href":"https:\/\/api.w.org\/{rel}","templated":true}]}}