{"id":68319,"date":"2026-07-16T00:01:43","date_gmt":"2026-07-15T16:01:43","guid":{"rendered":"https:\/\/naipnews.naipo.com\/?p=68319"},"modified":"2026-07-15T17:43:30","modified_gmt":"2026-07-15T09:43:30","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%B4%B0%E5%88%86%E6%87%89%E7%94%A8%E5%B8%82%E5%A0%B4%E4%B8%80%EF%BC%9A5G_%E5%B0%84%E9%A0%BB%EF%BC%88RF%EF%BC%89%E8%88%87%E9%80%9A%E8%A8%8A%E7%B3%BB%E7%B5%B1%E7%B4%9A%E5%B0%81%E8%A3%9D%EF%BC%88SiP%EF%BC%89\" title=\"\u7d30\u5206\u61c9\u7528\u5e02\u5834\u4e00\uff1a5G \u5c04\u983b\uff08RF\uff09\u8207\u901a\u8a0a\u7cfb\u7d71\u7d1a\u5c01\u88dd\uff08SiP\uff09\">\u7d30\u5206\u61c9\u7528\u5e02\u5834\u4e00\uff1a5G \u5c04\u983b\uff08RF\uff09\u8207\u901a\u8a0a\u7cfb\u7d71\u7d1a\u5c01\u88dd\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%B4%B0%E5%88%86%E6%87%89%E7%94%A8%E5%B8%82%E5%A0%B4%E4%BA%8C%EF%BC%9A%E5%85%B1%E5%B0%81%E8%A3%9D%E5%85%89%E5%AD%B8%EF%BC%88CPO%EF%BC%89%E8%88%87%E9%AB%98%E9%9A%8E%E5%85%89%E9%9B%BB%E7%A9%8D%E9%AB%94%E9%9B%BB%E8%B7%AF%EF%BC%88PIC%EF%BC%89\" title=\"\u7d30\u5206\u61c9\u7528\u5e02\u5834\u4e8c\uff1a\u5171\u5c01\u88dd\u5149\u5b78\uff08CPO\uff09\u8207\u9ad8\u968e\u5149\u96fb\u7a4d\u9ad4\u96fb\u8def\uff08PIC\uff09\">\u7d30\u5206\u61c9\u7528\u5e02\u5834\u4e8c\uff1a\u5171\u5c01\u88dd\u5149\u5b78\uff08CPO\uff09\u8207\u9ad8\u968e\u5149\u96fb\u7a4d\u9ad4\u96fb\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%E9%80%B2%E5%B0%81%E8%A3%9D%E5%85%A8%E7%90%83%E5%B0%88%E5%88%A9%E6%A6%82%E8%A7%80%E8%88%87%E6%99%BA%E6%85%A7%E8%B2%A1%E7%94%A2%E6%AC%8A%E5%9C%B0%E7%B7%A3%E8%A7%92%E9%80%90\" title=\"\u5148\u9032\u5c01\u88dd\u5168\u7403\u5c08\u5229\u6982\u89c0\u8207\u667a\u6167\u8ca1\u7522\u6b0a\u5730\u7de3\u89d2\u9010\">\u5148\u9032\u5c01\u88dd\u5168\u7403\u5c08\u5229\u6982\u89c0\u8207\u667a\u6167\u8ca1\u7522\u6b0a\u5730\u7de3\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%B0%8E%E9%AB%94%E9%9C%B8%E4%B8%BB%E7%9A%84%E5%85%88%E9%80%B2%E5%B0%81%E8%A3%9D%E5%B0%88%E5%88%A9%E7%AB%B6%E7%88%AD%E5%8A%9B\" title=\"\u4e09\u5927\u534a\u5c0e\u9ad4\u9738\u4e3b\u7684\u5148\u9032\u5c01\u88dd\u5c08\u5229\u7af6\u722d\u529b\">\u4e09\u5927\u534a\u5c0e\u9ad4\u9738\u4e3b\u7684\u5148\u9032\u5c01\u88dd\u5c08\u5229\u7af6\u722d\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\/#%E6%B7%B7%E5%90%88%E9%8D%B5%E5%90%88%E3%80%81CPO_%E8%88%87_FOPLP%E5%B0%88%E5%88%A9%E8%A8%B4%E8%A8%9F%E8%88%87%E6%8E%88%E6%AC%8A%E5%8B%95%E6%85%8B\" title=\"\u6df7\u5408\u9375\u5408\u3001CPO \u8207 FOPLP\u5c08\u5229\u8a34\u8a1f\u8207\u6388\u6b0a\u52d5\u614b\">\u6df7\u5408\u9375\u5408\u3001CPO \u8207 FOPLP\u5c08\u5229\u8a34\u8a1f\u8207\u6388\u6b0a\u52d5\u614b<\/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\/#%E9%97%9C%E9%8D%B5%E6%95%A3%E7%86%B1%E5%B0%88%E5%88%A9%E8%A7%A3%E6%9E%90%E3%80%81%E6%9D%90%E6%96%99%E7%93%B6%E9%A0%B8%E8%88%87%E5%8F%B0%E7%81%A3%E6%9C%AC%E5%9C%9F%E8%A8%AD%E5%82%99%E6%9D%90%E6%96%99%E5%95%86%E6%A9%9F\" title=\"\u95dc\u9375\u6563\u71b1\u5c08\u5229\u89e3\u6790\u3001\u6750\u6599\u74f6\u9838\u8207\u53f0\u7063\u672c\u571f\u8a2d\u5099\u6750\u6599\u5546\u6a5f\">\u95dc\u9375\u6563\u71b1\u5c08\u5229\u89e3\u6790\u3001\u6750\u6599\u74f6\u9838\u8207\u53f0\u7063\u672c\u571f\u8a2d\u5099\u6750\u6599\u5546\u6a5f<\/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%E7%96%8A%E6%A5%B5%E9%99%90%E7%86%B1%E6%95%A3%E5%A4%B1%E8%88%87%E6%87%89%E5%8A%9B%E8%AA%BF%E6%8E%A7%E5%B0%88%E5%88%A9\" title=\"3D \u5806\u758a\u6975\u9650\u71b1\u6563\u5931\u8207\u61c9\u529b\u8abf\u63a7\u5c08\u5229\">3D \u5806\u758a\u6975\u9650\u71b1\u6563\u5931\u8207\u61c9\u529b\u8abf\u63a7\u5c08\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%E7%81%A3%E6%9C%AC%E5%9C%9F%E5%8D%8A%E5%B0%8E%E9%AB%94%E8%A8%AD%E5%82%99%E3%80%81%E6%B8%AC%E8%A9%A6%E8%88%87%E6%9D%90%E6%96%99%E4%BE%9B%E6%87%89%E9%8F%88%E7%9A%84%E6%88%90%E9%95%B7%E7%B4%85%E5%88%A9\" title=\"\u53f0\u7063\u672c\u571f\u534a\u5c0e\u9ad4\u8a2d\u5099\u3001\u6e2c\u8a66\u8207\u6750\u6599\u4f9b\u61c9\u93c8\u7684\u6210\u9577\u7d05\u5229\">\u53f0\u7063\u672c\u571f\u534a\u5c0e\u9ad4\u8a2d\u5099\u3001\u6e2c\u8a66\u8207\u6750\u6599\u4f9b\u61c9\u93c8\u7684\u6210\u9577\u7d05\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%E9%80%B2%E5%B0%81%E8%A3%9D%E5%85%A8%E7%90%83%E7%AB%B6%E5%90%88%E8%88%87%E8%B7%A8%E5%9C%8B%E5%B8%83%E5%B1%80\" title=\"\u5148\u9032\u5c01\u88dd\u5168\u7403\u7af6\u5408\u8207\u8de8\u570b\u5e03\u5c40\">\u5148\u9032\u5c01\u88dd\u5168\u7403\u7af6\u5408\u8207\u8de8\u570b\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\/#%E7%B8%BD%E7%B5%90%E8%88%87%E9%95%B7%E7%B7%9A%E7%99%BC%E5%B1%95%E8%B6%A8%E5%8B%A2\" title=\"\u7e3d\u7d50\u8207\u9577\u7dda\u767c\u5c55\u8da8\u52e2\">\u7e3d\u7d50\u8207\u9577\u7dda\u767c\u5c55\u8da8\u52e2<\/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<h2><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><\/h2>\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<h2><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><\/h2>\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\">[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<\/p>\n<p><a href=\"#_ftnref2\" name=\"_ftn2\">[2]<\/a> Advanced Packaging Market (2026 &#8211; 2033)\uff1bGrand View Research\uff0cLast Virewed\uff1a2026\/07\/14<\/p>\n<p><a href=\"#_ftnref3\" name=\"_ftn3\">[3]<\/a> \u7fa3\u667a\u8aee\u8a62\uff1a\u9810\u8a082026\u5e74\u5168\u7403\u5148\u9032\u5c01\u88dd\u5e02\u5834\u898f\u6a21\u5c07\u9054587\u5104\u7f8e\u5143 \u540c\u6bd4\u589e\u9577\u7d0497%\uff1bInvesting.com\uff0c2026-5-18<\/p>\n<p><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<\/p>\n<p>\u7576\u524d\uff0c\u9ad8\u968e AI \u6676\u7247\u5c01\u88dd\uff08\u5982\u53f0\u7a4d\u96fb CoWoS\uff09\u7684\u77ed\u7f3a\u5df2\u6210\u70ba\u6bd4\u524d\u6bb53\u5948\u7c73\u88fd\u7a0b\u66f4\u7a00\u7f3a\u7684\u74f6\u9838\uff0c\u4f9b\u9700\u932f\u914d\u9810\u8a08\u5c07\u6301\u7e8c\u81f3 2027 \u5e74\u4e0a\u534a\u5e74\u3002NVIDIA\u6191\u85c9\u5f37\u5927\u8cc7\u91d1\u512a\u52e2\uff0c\u900f\u904e\u652f\u4ed8\u6ea2\u50f9\u9396\u5b9a\u4e86\u53f0\u7a4d\u96fb 63% \u7684 CoWoS \u7522\u80fd\uff0c\u8feb\u4f7fApple\u3001AMD\u3001\u535a\u901a\uff08Broadcom\uff09\u8207\u4e8c\u7dda\u6676\u7247\u8a2d\u8a08\u521d\u5275\u516c\u53f8\u53bb\u722d\u596a\u5269\u9918\u7684\u7522\u80fd\u3002\u53d7\u6b64\u6ce2\u53ca\uff0c\u672a\u53d6\u5f97\u8db3\u5920\u5c01\u88dd\u7522\u80fd\u7684 ASIC \u6676\u7247\u53ca AI \u65b0\u5275\u4f01\u696d\u6b63\u9762\u81e8\u4f30\u503c\u4e0b\u8abf\u548c\u8a02\u55ae\u7e2e\u6e1b\u7684\u98a8\u96aa\uff0c\u800c\u80fd\u5920\u9806\u5229\u5207\u5165\u82f1\u7279\u723e EMIB \u6216\u65e5\u6708\u5149\u7b49\u66ff\u4ee3\u5c01\u88dd\u7ba1\u9053\u7684\u516c\u53f8\u5247\u7372\u5f97\u4e86\u4f30\u503c\u4fee\u5fa9\u7684\u6a5f\u6703\u3002<\/p>\n<p>\u5728\u4f9b\u7d66\u56b4\u91cd\u4e0d\u8db3\u4e0b\uff0c\u53f0\u7a4d\u96fb CoWoS \u5c01\u88dd\u5831\u50f9\u8abf\u6f3210%\u81f320%\uff0c\u6025\u55ae\u52a0\u50f9\u751a\u81f3\u9054 20%\u81f330%\u3002ABF\u8f09\u677f\u3001\u77fd\u4e2d\u4ecb\u5c64\u4ee5\u53ca\u9ad8\u968e\u71b1\u754c\u9762\u6750\u6599\uff08TIM\uff09\u7684\u4ea4\u671f\u62c9\u9577\u81f3 18\u81f324 \u500b\u6708\uff0c\u5404\u5b63\u5ea6\u50f9\u683c\u6f32\u5e45\u905430%\u81f340%\u3002HBM3E \u8207 HBM4\u7684\u7522\u80fd\u540c\u6a23\u88ab\u5168\u7403\u4e3b\u8981\u8a18\u61b6\u9ad4\u5927\u5ee0\u5305\u4e0b\u81f3 2027\u5e74\uff0c\u73fe\u8ca8\u5e02\u5834\u8fd1\u4e4e\u6b78\u96f6\uff0c\u8feb\u4f7fHBM\u50f9\u683c\u76f8\u61c9\u4e0a\u6f32 15%\u81f320%\u3002<\/p>\n<h3><span class=\"ez-toc-section\" id=\"%E7%B4%B0%E5%88%86%E6%87%89%E7%94%A8%E5%B8%82%E5%A0%B4%E4%B8%80%EF%BC%9A5G_%E5%B0%84%E9%A0%BB%EF%BC%88RF%EF%BC%89%E8%88%87%E9%80%9A%E8%A8%8A%E7%B3%BB%E7%B5%B1%E7%B4%9A%E5%B0%81%E8%A3%9D%EF%BC%88SiP%EF%BC%89\"><\/span><strong>\u7d30\u5206\u61c9\u7528\u5e02\u5834\u4e00\uff1a<\/strong><strong>5G <\/strong><strong>\u5c04\u983b\uff08<\/strong><strong>RF<\/strong><strong>\uff09\u8207\u901a\u8a0a\u7cfb\u7d71\u7d1a\u5c01\u88dd\uff08<\/strong><strong>SiP<\/strong><strong>\uff09<\/strong><span class=\"ez-toc-section-end\"><\/span><\/h3>\n<p>\u9664AI\u8207HPC\u4e4b\u5916\uff0c5G\u53ca\u6beb\u7c73\u6ce2\uff08mmWave\uff09\u901a\u4fe1\u6280\u8853\u7684\u666e\u53ca\u4ea6\u70ba\u5148\u9032\u5c01\u88dd\u958b\u95e2\u4e86\u9f90\u5927\u7684\u7d30\u5206\u5e02\u5834\u3002\u6839\u64da Yole \u5718\u968a\u5206\u6790\uff0c\u5168\u74035G\u5c01\u88dd\u5e02\u5834\u9810\u4f30\u5728 2026\u5e74\u9054\u523026\u5104\u7f8e\u5143\uff0c\u5176\u6838\u5fc3\u9a45\u52d5\u529b\u5728\u65bc\u5c04\u983b\u524d\u7aef\u6a21\u7d44\uff08RFFE\uff09\u8207\u5929\u7dda\u5c01\u88dd\uff08AiP\uff09\u6280\u8853\u7684\u6975\u9650\u7dfb\u5bc6\u5316\uff08Densification\uff09\u3002\u00a0\u88682\u5217\u51fa\u4e865G\u624b\u6a5f\u53ca\u5c04\u983b\u5148\u9032\u5c01\u88dd\u5e02\u5834\u7684\u7d30\u5206\u677f\u584a\u7d50\u69cb\u9810\u4f30 \u3002<\/p>\n<table width=\"761\">\n<thead>\n<tr>\n<td width=\"124\"><strong>\u7814\u7a76\u6a5f\u69cb\u8207\u7d71\u8a08\u7bc4\u7587<\/strong><\/td>\n<td width=\"120\"><strong>2025 \u5e74\u5e02\u5834\u898f\u6a21<\/strong><\/td>\n<td width=\"100\"><strong>2026\u5e74\u9810\u4f30\u7522\u503c<\/strong><\/td>\n<td width=\"134\"><strong>2030\/2031\/2033 \u5e74\u9810\u6e2c<\/strong><\/td>\n<td width=\"121\"><strong>\u8907\u5408\u5e74\u5747\u6210\u9577\u7387\uff08CAGR\uff09<\/strong><\/td>\n<td width=\"148\"><strong>\u4e3b\u8981\u9a45\u52d5\u529b\u91cf\u8207\u7d50\u69cb\u7279\u5fb5<\/strong><\/td>\n<\/tr>\n<\/thead>\n<tbody>\n<tr>\n<td width=\"124\"><strong>Yole Group<\/strong><br \/>\n<strong>\u00a0(\u5148\u9032\u5c01\u88dd\u5e02\u5834\u76e3\u63a7)<\/strong><\/td>\n<td width=\"120\">540 \u5104\u7f8e\u5143<\/td>\n<td width=\"100\">\u6301\u7e8c\u7206\u767c<\/td>\n<td width=\"134\">2031 \u5e74\uff1a&gt; 1,000 \u5104\u7f8e\u5143<\/td>\n<td width=\"121\">12.4% (2025-2031)<\/td>\n<td width=\"148\">2.5D\/3D \u5e73\u53f0\u4e3b\u5c0e\uff0cAI\/HPC \u70ba\u4e3b\u8981\u9700\u6c42\u52d5\u80fd<\/td>\n<\/tr>\n<tr>\n<td width=\"124\"><strong>Grand View Research\u00a0 \u00a0 (\u5148\u9032\u5c01\u88dd\u6574\u9ad4\u5e02\u5834)<\/strong><\/td>\n<td width=\"120\">417 \u5104\u7f8e\u5143<\/td>\n<td width=\"100\">439 \u5104\u7f8e\u5143<\/td>\n<td width=\"134\">2033 \u5e74\uff1a660 \u5104\u7f8e\u5143<\/td>\n<td width=\"121\">6.0% (2026-2033)<\/td>\n<td width=\"148\">\u8986\u6676\u5c01\u88dd\uff0838.7%\uff09\u8207\u6d88\u8cbb\u6027\u96fb\u5b50\uff0851.4%\uff09\u4e3b\u5c0e\uff0c\u4e9e\u592a\u5340\u5360\u6bd4 43.5%<\/td>\n<\/tr>\n<tr>\n<td width=\"124\"><strong>\u7fa3\u667a\u8aee\u8a62 (Sigmaintell)(\u5148\u9032\u5c01\u88dd\u7522\u696d\u898f\u6a21)<\/strong><\/td>\n<td width=\"120\">&#8211;<\/td>\n<td width=\"100\">587 \u5104\u7f8e\u5143<\/td>\n<td width=\"134\">2025-2027 \u7522\u80fd\u64f4\u5f35<\/td>\n<td width=\"121\">2025-2027 \u7522\u80fd CAGR\uff1a77%<\/td>\n<td width=\"148\">2027 \u5e74\u4e0b\u534a\u5e74\u9810\u8a08\u9054\u5230\u5168\u7403\u4f9b\u9700\u5e73\u8861\u9ede<\/td>\n<\/tr>\n<tr>\n<td width=\"124\"><strong>Yole Group\u00a0 (\u9762\u677f\u7d1a\u5c01\u88dd PLP \u5c08\u9805)<\/strong><\/td>\n<td width=\"120\">3 \u5104\u7f8e\u5143<\/td>\n<td width=\"100\">\u9010\u6b65\u653e\u91cf<\/td>\n<td width=\"134\">2031 \u5e74\uff1a\u7d04 30 \u5104\u7f8e\u5143<\/td>\n<td width=\"121\">&gt; 40.0% (2025-2031)<\/td>\n<td width=\"148\">UHD FO\/2.5D \u4e2d\u4ecb\u5c64\u3001\u53f0\u7a4d\u96fb CoPoS \u53ca\u8d85\u5927\u578b\u6676\u7247\u5c01\u88dd<\/td>\n<\/tr>\n<\/tbody>\n<\/table>\n<p><strong>\u00a0\u00a0<\/strong><strong>\u8868<\/strong><strong>2. 5G<\/strong><strong>\u624b\u6a5f\u53ca\u5c04\u983b\u5148\u9032\u5c01\u88dd\u5e02\u5834\u7d30\u5206\u677f\u584a\u7d50\u69cb\u9810\u4f30\uff1b<\/strong><strong>\u8cc7\u6599\u4f86\u6e90\uff1a<\/strong><a href=\"#_ftn5\" name=\"_ftnref5\"><strong>[5]<\/strong><\/a><strong>\uff1b\u6574\u7406\u88fd\u8868\uff0c\u5317\u7f8e\u667a\u6b0a\u5831<\/strong><strong> \/ <\/strong><strong>\u674e\u6dd1\u84ee<\/strong><\/p>\n<p>\u5728 5G \u6beb\u7c73\u6ce2\u9ad8\u983b\u50b3\u8f38\u9700\u6c42\u4e0b\uff0c\u5c04\u983b\u8a0a\u865f\u5bb9\u6613\u53d7\u5230\u5e72\u64fe\u4e14\u8870\u6e1b\u6975\u5927\uff0c\u50b3\u7d71\u7684\u5e73\u9762\u7db2\u683c\u9663\u5217\u5c01\u88dd\uff08LGA SiP\uff09\u81ea 2018\u5e74\u8d77\u9010\u6b65\u88ab\u96d9\u9762\u7403\u67f5\u9663\u5217\u5c01\u88dd\uff08Double-sided BGA SiP\uff09\u6240\u53d6\u4ee3\uff0c\u4e26\u5c0e\u5165\u4e86\u57fa\u65bc\u8986\u6676\u5c01\u88dd\uff08Flip-Chip\uff09\u548c\u6247\u51fa\uff08Fan-Out\uff09\u6280\u8853\u7684\u5168\u65b0\u67b6\u69cb\uff0c\u4ee5\u7e2e\u5c0f\u5929\u7dda\u8207\u5c04\u983b\u6676\u7c92\u9593\u7684\u7269\u7406\u8ddd\u96e2\uff0c\u5c07\u5bc4\u751f\u640d\u8017\u964d\u81f3\u6700\u4f4e\u3002<\/p>\n<h3><span class=\"ez-toc-section\" id=\"%E7%B4%B0%E5%88%86%E6%87%89%E7%94%A8%E5%B8%82%E5%A0%B4%E4%BA%8C%EF%BC%9A%E5%85%B1%E5%B0%81%E8%A3%9D%E5%85%89%E5%AD%B8%EF%BC%88CPO%EF%BC%89%E8%88%87%E9%AB%98%E9%9A%8E%E5%85%89%E9%9B%BB%E7%A9%8D%E9%AB%94%E9%9B%BB%E8%B7%AF%EF%BC%88PIC%EF%BC%89\"><\/span><strong>\u7d30\u5206\u61c9\u7528\u5e02\u5834\u4e8c\uff1a\u5171\u5c01\u88dd\u5149\u5b78\uff08<\/strong><strong>CPO<\/strong><strong>\uff09\u8207\u9ad8\u968e\u5149\u96fb\u7a4d\u9ad4\u96fb\u8def\uff08<\/strong><strong>PIC<\/strong><strong>\uff09<\/strong><span class=\"ez-toc-section-end\"><\/span><\/h3>\n<p>AI \u7b97\u529b\u53e2\u96c6\uff08Clusters\uff09\u7684\u6301\u7e8c\u64f4\u5f35\uff0c\u63a8\u52d5\u5149\u901a\u8a0a\u7531\u4f3a\u670d\u5668\u6a5f\u67b6\u5916\u90e8\u5411\u5c01\u88dd\u5167\u90e8\u6f14\u9032\u3002\u5171\u5c01\u88dd\u5149\u5b78\uff08CPO\uff09\u5c07\u5149\u96fb\u6536\u767c\u5668\u8207\u77fd\u5149\u5b50\u7a4d\u9ad4\u96fb\u8def\uff08PIC\uff09\u76f4\u63a5\u8207 ASIC \u908f\u8f2f\u6676\u7247\u5171\u540c\u5c01\u88dd\uff0c\u4ee5\u5149\u5c0e\u7e96\u7dad\u53d6\u4ee3\u50b3\u7d71\u7684\u9285\u4ecb\u8cea PCB \u7dda\u8def\uff0c\u5be6\u73fe\u8d85\u9ad8\u983b\u5bec\u8207\u8d85\u4f4e\u6642\u5ef6\u3002<\/p>\n<p>\u6839\u64da\u5e02\u5834\u9810\u6e2c\uff0cAI \u5c0d\u9ad8\u6027\u80fd\u5149\u4e92\u9023\u7684\u6e34\u6c42\u5c07\u91cd\u5851\u6574\u500b\u5149\u901a\u8a0a\u5e02\u5834\uff0c\u5168\u7403\u5149\u6536\u767c\u5668\u5e02\u5834\u5c07\u57286\u5e74\u5167\u7531 234 \u5104\u7f8e\u5143\u66b4\u589e\u81f3 1,123 \u5104\u7f8e\u5143\u3002\u5728\u6280\u8853\u8def\u5f91\u4e0a\uff0c\u77fd\u5149\u5b50\uff08Silicon Photonics\uff09\u5df2\u5d1b\u8d77\u6210\u70ba\u4e0b\u4e00\u4ee3\u5149\u4e92\u9023\u7684\u4e3b\u5c0e\u5e73\u53f0\uff0c\u56e0\u70ba\u5176\u80fd\u5920\u63d0\u4f9b\u9ad8\u983b\u5bec\u5bc6\u5ea6\u3001\u4f4e\u529f\u8017\uff0c\u4e26\u5177\u5099\u8207\u524d\u6bb5 CMOS \u88fd\u9020\u8a2d\u5099\u76f8\u5bb9\u7684\u512a\u52e2\u3002\u76ee\u524d\uff0c\u696d\u754c\u6b63\u7a4d\u6975\u70ba\u55ae\u901a\u9053 400G \u6838\u5fc3\u67b6\u69cb\u505a\u6e96\u5099\uff0c\u4e26\u540c\u6642\u958b\u767c\u5305\u62ec\u8584\u819c\u922e\u9178\u92f0\uff08TFLN\uff09\u3001\u78f7\u5316\u92a6\uff08InP\uff09\u3001\u77fd\u5316\u6c2e\uff08SiN\uff09\u3001\u6709\u6a5f\u8abf\u8b8a\u5668\u53ca\u9ad8\u4ecb\u96fb\u6027\u9226\u9178\u92c7\uff08BTO\uff09\u7b49\u65b0\u4e00\u4ee3\u6750\u6599\u5e73\u53f0\u3002<\/p>\n<p>\u7136\u800c\uff0cCPO \u7684\u5927\u898f\u6a21\u5546\u8f49\u4ecd\u53d7\u5236\u65bc\u4e09\u5927\u95dc\u9375\u6280\u8853\u74f6\u57df\uff0c\u5305\u62ec EML \u6fc0\u5149\u5668\u58fd\u547d\u8207\u9ad8\u6eab\u8026\u5408\u6548\u7387\u3001\u9ad8\u968e\u6578\u4f4d\u8a0a\u865f\u8655\u7406\u5668\uff08DSP\uff09\u529f\u8017\uff0c\u4ee5\u53ca\u5149\u5b50\u96c6\u6210\u8207\u9ad8\u7cbe\u5ea6\u5c01\u88dd\u6e2c\u8a66\u6280\u8853\u3002<\/p>\n<h2><span class=\"ez-toc-section\" id=\"%E5%85%88%E9%80%B2%E5%B0%81%E8%A3%9D%E5%85%A8%E7%90%83%E5%B0%88%E5%88%A9%E6%A6%82%E8%A7%80%E8%88%87%E6%99%BA%E6%85%A7%E8%B2%A1%E7%94%A2%E6%AC%8A%E5%9C%B0%E7%B7%A3%E8%A7%92%E9%80%90\"><\/span><strong>\u5148\u9032\u5c01\u88dd\u5168\u7403\u5c08\u5229<\/strong><strong>\u6982<\/strong><strong>\u89c0\u8207\u667a\u6167\u8ca1\u7522\u6b0a\u5730\u7de3\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%B0%8E%E9%AB%94%E9%9C%B8%E4%B8%BB%E7%9A%84%E5%85%88%E9%80%B2%E5%B0%81%E8%A3%9D%E5%B0%88%E5%88%A9%E7%AB%B6%E7%88%AD%E5%8A%9B\"><\/span><strong>\u4e09\u5927\u534a\u5c0e\u9ad4\u9738\u4e3b\u7684\u5148\u9032\u5c01\u88dd\u5c08\u5229\u7af6\u722d\u529b<\/strong><span class=\"ez-toc-section-end\"><\/span><\/h3>\n<p>\u5148\u9032\u5c01\u88dd\u5df2\u6210\u70ba\u534a\u5c0e\u9ad4\u88fd\u9020\u5546\u5efa\u7acb\u6280\u8853\u5c08\u5229\u8b77\u57ce\u6cb3\u7684\u6df1\u6c34\u5340\u3002\u6839\u64da\u5c08\u5229\u6578\u64da\u5eab\u7684\u6700\u65b0\u7d71\u8a08\uff0c\u53f0\u7a4d\u96fb\u3001\u4e09\u661f\u8207\u82f1\u7279\u723e\u5728\u5168\u7403\u9ad8\u968e\u5148\u9032\u5c01\u88dd\u9818\u57df\u5177\u6709\u7d55\u5c0d\u7684\u667a\u8ca1\u6b0a\u63a7\u5236\u529b\u3002<\/p>\n<ul>\n<li><strong>\u53f0\u7a4d\u96fb\uff08<\/strong><strong>TSMC<\/strong><strong>\uff09<\/strong><strong>\uff1a<\/strong>\u5728\u5c08\u5229\u6578\u91cf\u8207\u5f15\u5f15\u7528\u54c1\u8cea\u4e0a\u7686\u5c45\u5168\u7403\u9996\u4f4d\uff0c\u64c1\u67092,946 \u9805\u6700\u9ad8\u5f15\u5f15\u7528\u54c1\u8cea\u6392\u540d\u7684\u5c08\u5229\u3002\u5176\u6280\u8853\u4f48\u5c40\u9ad8\u5ea6\u96c6\u4e2d\u65bc5D\/3D \u96c6\u6210\u3001\u9ad8\u5bc6\u5ea6\u4e2d\u4ecb\u5c64\u8207 bumpless \u6df7\u5408\u9375\u5408\uff0c\u4e26\u4ee5\u5176 Integrated Fan-Out\uff08InFO\uff09\u548c System-on-Integrated Chips\uff08SoIC\uff09\u6280\u8853\u69cb\u6210\u4e86\u5805\u4e0d\u53ef\u6467\u7684\u5c08\u5229\u7fa4<a href=\"#_ftn6\" name=\"_ftnref6\">[6]<\/a><a href=\"#_ftn7\" name=\"_ftnref7\">[7]<\/a>\u3002<\/li>\n<li><strong>\u4e09\u661f\u96fb\u5b50\uff08<\/strong><strong>Samsung<\/strong><strong>\uff09<\/strong>\uff1a\u4ee52,404\u9805\u9ad8\u5f15\u5f15\u7528\u5c08\u5229\u6392\u540d\u7b2c\u4e8c\uff0c\u6280\u8853\u54c1\u8cea\u6392\u540d\u7b2c\u4e8c\u3002\u4e09\u661f\u81ea2015\u5e74\u8d77\u63a1\u53d6\u9632\u79a6\u517c\u5177\u9032\u653b\u7684\u7b56\u7565\uff0c\u5728FOPLP\u5c08\u5229\u82073D\u8a18\u61b6\u9ad4\uff08HBM\uff09\u5806\u758a\u5c01\u88dd\u9818\u57df\u6025\u5287\u62c9\u5347\u5c08\u5229\u7533\u8acb\u91cf\uff0c\u4ee5\u671f\u5728\u8207\u53f0\u7a4d\u96fb\u7684\u6676\u5713\u4ee3\u5de5\u8207\u5148\u9032\u5c01\u88dd\u96d9\u7dda\u6230\u722d\u4e2d\u53d6\u5f97\u5747\u52e2<a href=\"#_ftn8\" name=\"_ftnref8\">[8]<\/a><a href=\"#_ftn9\" name=\"_ftnref9\">[9]<\/a>\u3002<\/li>\n<li><strong>\u82f1\u7279\u723e\uff08<\/strong><strong>Intel<\/strong><strong>\uff09<\/strong>\uff1a\u6301\u6709 1,434 \u9805\u9ad8\u5f15\u5f15\u7528\u5c08\u5229\uff0c\u54c1\u8cea\u6392\u540d\u7b2c\u4e09\u3002\u82f1\u7279\u723e\u5728 EMIB \u77fd\u6a4b\u63a5\u6280\u8853\u8207 Foveros 3D \u5c01\u88dd\u67b6\u69cb\u4e0a\u64c1\u6709\u5148\u767c\u7684\u57fa\u790e\u5c08\u5229\u512a\u52e2\u3002\u8fd1\u5e74\u4f86\uff0c\u5176\u5c08\u5229\u4e3b\u529b\u5df2\u79fb\u5411\u73bb\u7483\u82af\u8f09\u677f\uff08Glass Core\uff09\u8207 TGV\uff08\u73bb\u7483\u7a7f\u5b54\uff09\u88fd\u9020\u5de5\u85dd\uff0c\u4ee5\u5728\u65b0\u6750\u6599\u7684\u5c0e\u5165\u968e\u6bb5\u78ba\u7acb\u4e3b\u5c0e\u6b0a<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=\"%E6%B7%B7%E5%90%88%E9%8D%B5%E5%90%88%E3%80%81CPO_%E8%88%87_FOPLP%E5%B0%88%E5%88%A9%E8%A8%B4%E8%A8%9F%E8%88%87%E6%8E%88%E6%AC%8A%E5%8B%95%E6%85%8B\"><\/span><strong>\u6df7\u5408\u9375\u5408\u3001<\/strong><strong>CPO <\/strong><strong>\u8207<\/strong><strong> FOPLP<\/strong><strong>\u5c08\u5229\u8a34\u8a1f\u8207\u6388\u6b0a\u52d5\u614b<\/strong><span class=\"ez-toc-section-end\"><\/span><\/h3>\n<p>\u6df7\u5408\u9375\u5408\u7684\u5c08\u5229\u4f48\u5c40\u5448\u73fe\u6975\u9ad8\u96c6\u4e2d\u5ea6\u3002\u667a\u6167\u8ca1\u7522\u6b0a\u5de8\u982d Adeia\uff08\u524d\u8eab\u70ba Xperi\uff09\u64c1\u6709 Direct Bond Interconnect (DBI\u00ae) \u7684\u6838\u5fc3\u57fa\u790e\u5c08\u5229\uff0c\u6db5\u84cb\u6df7\u5408\u9375\u5408\u7684\u7d50\u69cb\u8a2d\u8a08\u3001\u8868\u9762\u5e73\u5766\u5316\u3001\u71b1\u7ba1\u7406\uff08US11011494\uff09\u8207\u91d1\u5c6c\u539f\u5b50\u64f4\u6563\u963b\u7d55\u6a5f\u5236\uff08US11031285\uff09\u3002Adeia \u63a1\u884c\u6975\u5f37\u52e2\u7684\u667a\u6167\u8ca1\u7522\u6b0a\u7dad\u6b0a\u7b56\u7565\uff0c\u5176\u534a\u5c0e\u9ad4\u90e8\u9580\u57282025\u5e74\u5275\u4e0b4.434\u5104\u7f8e\u5143\u7684\u6b77\u53f2\u65b0\u9ad8\u71df\u6536\uff0c\u9019\u9ad8\u5ea6\u5f97\u76ca\u65bc\u5176\u5411\u7d22\u5c3c\u3001\u9577\u6c5f\u5b58\u5132\u3001\u7f8e\u5149\u53ca\u5fae\u8edf\u7b49\u5de8\u982d\u9032\u884c\u7b56\u7565\u6027\u5c08\u5229\u6388\u6b0a<a href=\"#_ftn12\" name=\"_ftnref12\">[12]<\/a>\u3002<\/p>\n<p>Adeia\u65bc2025\u5e741\u6708\u65bc\u5fb7\u5dde\u806f\u90a6\u6cd5\u9662\u5c0dAMD\u767c\u8d77\u5169\u8d77\u91cd\u5927\u7684\u534a\u5c0e\u9ad4\u5c01\u88dd\u5c08\u5229\u4fb5\u6b0a\u8a34\u8a1f\uff0c\u6307\u63a7\u5176\u672a\u7d93\u6388\u6b0a\u5728\u591a\u6b3e CPU\/GPU \u6676\u7247\u4e2d\u63a1\u7528\u6df7\u5408\u9375\u5408\u76f8\u95dc\u6280\u8853\u3002\u6b64\u6848\u6700\u7d42\u65bc2026\u5e743\u6708\u4ee5\u96d9\u65b9\u9054\u6210\u591a\u5e74\u671f\u7b56\u7565\u6280\u8853\u6388\u6b0a\u5354\u8b70\u843d\u5e55\uff0c\u6210\u529f\u6d88\u9664\u4e86AMD\u7684\u8a34\u8a1f\u8207\u71df\u904b\u98a8\u96aa\uff0c\u4f46\u4e5f\u518d\u6b21\u8b49\u660e\u57fa\u790e\u5c01\u88dd\u5c08\u5229\u5c0d\u9ad8\u968e\u6676\u7247\u8a2d\u8a08\u696d\u8005\u6240\u5177\u6709\u7684\u5be6\u8cea\u7b9d\u5236\u529b\u91cf<a href=\"#_ftn13\" name=\"_ftnref13\">[13]<\/a>\u3002<\/p>\n<p>\u5728\u5171\u5c01\u88dd\u5149\u5b78\uff08CPO\uff09\u9818\u57df\uff0c\u5c08\u5229\u7af6\u722d\u540c\u6a23\u7570\u5e38\u6fc0\u70c8\u3002\u81ea2020 \u5e74\u4ee5\u4f86\uff0c\u5168\u7403\u6709\u8d85\u904e 1,300\u500b\u5c08\u5229\u5bb6\u65cf\u3001\u5171 4,000 \u591a\u9805\u55ae\u4e00\u5c08\u5229\u570d\u7e5e CPO \u5c55\u958b\u4f48\u5c40\uff0c\u5176\u4e2d\u7f8e\u570b\u3001\u4e2d\u570b\u8207\u6b50\u6d32\u70ba\u4e3b\u8981\u5c08\u5229\u4fdd\u8b77\u570b\u3002\u82f1\u7279\u723e\u3001\u601d\u79d1\u3001\u83ef\u70ba\u3001\u535a\u901a\u3001\u53f0\u7a4d\u96fb\u4ee5\u53ca\u8afe\u57fa\u4e9e\u7b49\u5de8\u982d\u5728\u5149\u96fb\u7570\u8cea\u4e92\u9023\u3001\u5149\u767c\u5c04\u5f15\u64ce\u8207\u9ad8\u983b\u5149\u8abf\u8b8a\u7d50\u69cb\u4e0a\u7533\u8acb\u4e86\u9f90\u5927\u5c08\u5229\uff0c\u5927\u5e45\u7e2e\u7dca\u4e86\u65b0\u9032\u696d\u8005\u7684\u81ea\u7531\u71df\u904b\uff08FTO\uff09\u7a7a\u9593<a href=\"#_ftn14\" name=\"_ftnref14\">[14]<\/a>\u3002<\/p>\n<p>\u8207\u6b64\u540c\u6642\uff0c\u4e2d\u570b\u534a\u5c0e\u9ad4\u4f01\u696d\u5728\u9762\u5c0d\u5730\u7de3\u653f\u6cbb\u5236\u7d04\u4e0b\uff0c\u4ea6\u5c07\u5148\u9032\u5c01\u88dd\u8996\u70ba\u570b\u7522\u7b97\u529b\u81ea\u4e3b\u5316\uff08Self-Sufficiency\uff09\u8207\u6280\u8853\u7a81\u570d\u7684\u6700\u95dc\u9375\u8def\u5f91\u3002\u9577\u6c5f\u5b58\u5132\uff08YMTC\uff09\u8207\u6b66\u6f22\u65b0\u82af\uff08XMC\uff09\u4f9d\u8a17 Xtacking\u00ae \u6280\u8853\u5c08\u5229\uff0c\u57283D NAND \u9ad8\u898f\u5806\u758a\u6df7\u5408\u9375\u5408\u5c08\u5229\u9818\u57df\u5df2\u5177\u5099\u570b\u969b\u7af6\u722d\u529b\u3002\u901a\u5bcc\u5fae\u96fb\u3001\u9577\u96fb\u79d1\u6280\uff08JCET\uff09\u3001\u83ef\u5929\u79d1\u6280\u3001\u6c9b\u9813\u79d1\u6280\u8207\u6d77\u592a\u534a\u5c0e\u9ad4\u7b49\u4e2d\u570b\u5927\u9678\u5c01\u6e2c\u5927\u5ee0\uff0c\u4ea6\u5728\u9ad8\u5bc6\u5ea6 HBM \u5c01\u88dd\u53ca\u5927\u9762\u7a4d2.5D \u4e2d\u4ecb\u5c64\u6280\u8853\u4e0a\u5efa\u7acb\u9632\u79a6\u578b\u5c08\u5229\u7fa4\uff0c\u4ee5\u8fce\u5408\u570b\u7522 AI \u6676\u7247\u7684\u672c\u571f\u5c01\u88dd\u9700\u6c42<a href=\"#_ftn15\" name=\"_ftnref15\">[15]<\/a>\u3002<\/p>\n<h2><span class=\"ez-toc-section\" id=\"%E9%97%9C%E9%8D%B5%E6%95%A3%E7%86%B1%E5%B0%88%E5%88%A9%E8%A7%A3%E6%9E%90%E3%80%81%E6%9D%90%E6%96%99%E7%93%B6%E9%A0%B8%E8%88%87%E5%8F%B0%E7%81%A3%E6%9C%AC%E5%9C%9F%E8%A8%AD%E5%82%99%E6%9D%90%E6%96%99%E5%95%86%E6%A9%9F\"><\/span><strong>\u95dc\u9375\u6563\u71b1\u5c08\u5229\u89e3\u6790\u3001\u6750\u6599\u74f6\u9838\u8207\u53f0\u7063\u672c\u571f\u8a2d\u5099\u6750\u6599\u5546\u6a5f<\/strong><span class=\"ez-toc-section-end\"><\/span><\/h2>\n<h3><span class=\"ez-toc-section\" id=\"3D_%E5%A0%86%E7%96%8A%E6%A5%B5%E9%99%90%E7%86%B1%E6%95%A3%E5%A4%B1%E8%88%87%E6%87%89%E5%8A%9B%E8%AA%BF%E6%8E%A7%E5%B0%88%E5%88%A9\"><\/span><strong>3D <\/strong><strong>\u5806\u758a\u6975\u9650\u71b1\u6563\u5931\u8207\u61c9\u529b\u8abf\u63a7\u5c08\u5229<\/strong><span class=\"ez-toc-section-end\"><\/span><\/h3>\n<p>\u5728 3D\u5bc6\u96c6\u5806\u758a\u8207\u591a\u6676\u7247\u7570\u8cea\u6574\u5408\u4e2d\uff0c\u7531\u65bc\u71b1\u6e90\u9ad8\u5ea6\u91cd\u758a\uff0c\u71b1\u6d41\u5bc6\u5ea6\uff08Heat Flux\uff09\u7d93\u5e38\u8d85\u904e 300\u00a0W\/cm<sup>2<\/sup>\u3002\u70ba\u4e86\u9632\u6b62\u71b1\u91cf\u7a4d\u7d2f\u5c0e\u81f4\u5143\u4ef6\u5931\u6548\u8207\u71b1\u5f62\u8b8a\u7fd8\u66f2\uff0c\u53f0\u7a4d\u96fb\u8fd1\u5e74\u5bc6\u96c6\u767c\u5e03\u4e86\u4e00\u7cfb\u5217\u9ad8\u968e\u7269\u7406\u6563\u71b1\u8207\u61c9\u529b\u88dc\u511f\u5c08\u5229\uff0c\u5c55\u73fe\u5176\u5f9e\u524d\u6bb5\u8a2d\u8a08\u968e\u6bb5\u5373\u958b\u59cb\u6574\u5408\u71b1\u7ba1\u7406\u7684\u7b56\u7565\uff1a<\/p>\n<ul>\n<li><strong>\u591a<\/strong><strong> TIM <\/strong><strong>\u5206\u5340\u8207\u65b9\u5411\u6027\u6563\u71b1\uff08<\/strong><strong>US20240363474<\/strong><strong>\uff09<\/strong>\uff1a\u900f\u904e\u5728\u7cfb\u7d71\u5305\u88dd\u5167\u90e8\u8a2d\u8a08\u65b9\u5411\u6027\u9ad8\u5c0e\u71b1\u6750\u6599\uff08Thermal Interface Material, TIM\uff09\u8def\u5f91\uff0c\u5c07\u9ad8\u529f\u8017\u88f8\u6676\uff08\u5982GPU\u6838\u5fc3\uff09\u767c\u71b1\u8def\u5f91\u8207\u4f4e\u529f\u8017\u5340\u57df\uff08\u5982\u8a18\u61b6\u9ad4\uff09\u9032\u884c\u71b1\u9694\u96e2\uff0c\u5927\u5e45\u964d\u4f4e\u71b1\u91cf\u5728\u591a\u6676\u7247\u5167\u90e8\u7684\u6c34\u5e73\u64f4\u6563\uff0c\u6e1b\u5c11\u7570\u8cea\u6750\u8cea\u81a8\u8139\u4e0d\u5747\u7522\u751f\u7684\u526a\u5207\u61c9\u529b<a href=\"#_ftn16\" name=\"_ftnref16\">[16]<\/a>\u3002<\/li>\n<li><strong>\u77f3\u58a8\u57fa<\/strong><strong> TIM <\/strong><strong>\u7684\u6a5f\u68b0\u9632\u8b77\u67b6\u69cb\uff08<\/strong><strong>US20250309071<\/strong><strong>\uff09<\/strong>\uff1a\u91dd\u5c0d\u77f3\u58a8\u7b49\u5177\u5099\u6975\u4f73\u5e73\u9762\u9ad8\u71b1\u5c0e\u7387\u4f46\u6975\u5ea6\u8106\u5f31\u4e14\u9644\u8457\u529b\u5dee\u7684\u6750\u6599\uff0c\u53f0\u7a4d\u96fb\u8a2d\u8a08\u4e86\u9ad8\u7cbe\u5bc6\u9593\u9694\u6846\u67b6\u7d50\u69cb\uff08Spacer Frame\uff09\uff0c\u5c0d\u77f3\u58a8 TIM \u9032\u884c\u6a5f\u68b0\u5305\u88f9\u8207\u5782\u76f4\u58d3\u7e2e\uff0c\u9632\u6b62\u5176\u5728\u9577\u671f\u51b7\u71b1\u5faa\u74b0\u4e2d\u56e0\u61c9\u529b\u81a8\u8139\u800c\u767c\u751f\u5fae\u88c2\u7d0b\u6216\u525d\u96e2<a href=\"#_ftn17\" name=\"_ftnref17\">[17]<\/a>\u3002<\/li>\n<li>gap-filling \u61c9\u529b\u8abf\u63a7\u8207\u9632\u7fd8\u66f2\u7d50\u69cb\uff08US12249566\uff09\uff1a\u63a1\u7528\u5177\u5099\u7279\u5b9a\u5f48\u6027\u6a21\u91cf\u8207\u71b1\u5c0e\u7387\u7684\u975e\u5c0e\u96fb\u586b\u5145\u6750\u6599\u5145\u586b 3D \u6676\u7247\u9593\u9699\uff0c\u8abf\u63a7\u56fa\u5316\u904e\u7a0b\u4e2d\u7684\u6b98\u9918\u61c9\u529b\uff08Residual Stress\uff09\uff0c\u6e1b\u5c11\u77fd\u4e2d\u4ecb\u5c64\u7ff9\u66f2<a href=\"#_ftn18\" name=\"_ftnref18\">[18]<\/a>\u3002<\/li>\n<li><strong>\u52a0\u5f37\u578b\u652f\u6301\u57fa\u5e95\uff08<\/strong><strong>US20250266318<\/strong><strong>\uff09<\/strong>\uff1a\u5728\u6676\u7247\u5916\u570d\u8986\u84cb\u4e00\u5c64\u517c\u5177\u6a5f\u68b0\u652f\u6490\u8207\u5411\u4e0a\u9ad8\u71b1\u50b3\u5c0e\u529f\u80fd\u7684\u91d1\u5c6c\u5316\u8f09\u9ad4\u7d50\u69cb\uff0c\u4e26\u53ef\u914d\u5408\u865b\u64ec\u6676\u7247\uff08Virtual Chips\uff09\u548c\u975e\u5c0d\u7a31\u6750\u6599\u7d44\u5408\uff0c\u9054\u6210\u5c01\u88dd\u6574\u9ad4\u7684\u61c9\u529b\u52d5\u614b\u5e73\u8861<a href=\"#_ftn19\" name=\"_ftnref19\">[19]<\/a>\u3002<\/li>\n<li><strong>\u524d\u6bb5\u4e92\u9023\u71b1\u758f\u5c0e\u67b6\u69cb\uff08<\/strong><strong>US20250300149<\/strong><strong>\uff09<\/strong>\uff1a\u5229\u7528\u8584\u5316\u8f09\u9ad4\u6676\u5713\u914d\u5c0d\u5c0d\u6e96\u7684\u865b\u64ec\u91d1\u5c6c\u588a\uff08Virtual Pads\uff09\uff0c\u5c07\u5e95\u5c64\u6676\u7247\u7a4d\u71b1\u7d93\u7531\u524d\u6bb5\u91d1\u5c6c\u4e92\u9023\u7dda\u8def\u76f4\u63a5\u5411\u4e0a\u5c0e\u51fa\u81f3\u9ad8\u6548\u7387\u6563\u71b1\u7247\uff0c\u7e2e\u77ed\u5782\u76f4\u6563\u71b1\u8def\u5f91\u3002<\/li>\n<\/ul>\n<h3><span class=\"ez-toc-section\" id=\"%E5%8F%B0%E7%81%A3%E6%9C%AC%E5%9C%9F%E5%8D%8A%E5%B0%8E%E9%AB%94%E8%A8%AD%E5%82%99%E3%80%81%E6%B8%AC%E8%A9%A6%E8%88%87%E6%9D%90%E6%96%99%E4%BE%9B%E6%87%89%E9%8F%88%E7%9A%84%E6%88%90%E9%95%B7%E7%B4%85%E5%88%A9\"><\/span><strong>\u53f0\u7063\u672c\u571f\u534a\u5c0e\u9ad4\u8a2d\u5099\u3001\u6e2c\u8a66\u8207\u6750\u6599\u4f9b\u61c9\u93c8\u7684\u6210\u9577\u7d05\u5229<\/strong><span class=\"ez-toc-section-end\"><\/span><\/h3>\n<p>\u5728\u53f0\u7a4d\u96fb\u8cc7\u672c\u652f\u51fa\u65bc2026\u5e74\u5927\u5e45\u98c6\u5347\u81f3520\u5104~560\u5104\u7f8e\u5143\u7684\u80cc\u666f\u4e0b\uff0c\u9ad8\u968e\u5148\u9032\u5c01\u88dd\u8a2d\u5099\u3001\u7279\u6b8a\u6e2c\u8a66\u8207\u6750\u6599\u672c\u571f\u5316\u6210\u70ba\u53f0\u7063\u4f9b\u61c9\u93c8\u7684\u6700\u5f37\u50ac\u5316\u5291\u3002<\/p>\n<p>\u88683\u8a73\u5217\u4e86\u53f0\u7a4d\u96fb CoWoS \/ SoIC \u5148\u9032\u5c01\u88dd\u8207\u6b21\u4e16\u4ee3 CoPoS \u6280\u8853\u4e4b\u53f0\u7063\u672c\u571f\u4f9b\u61c9\u93c8\u6838\u5fc3\u53d7\u60e0\u540d\u55ae\u8207\u6280\u8853\u6838\u5fc3\u3002<\/p>\n<table width=\"751\">\n<thead>\n<tr>\n<td width=\"96\"><strong>\u5ee0\u5546<\/strong><\/td>\n<td width=\"196\"><strong>\u5148\u9032\u5c01\u88dd\u88fd\u7a0b\u6838\u5fc3\u4f4d\u7f6e<\/strong><\/td>\n<td width=\"225\"><strong>\u6838\u5fc3\u7522\u54c1\u8207\u53d7\u76ca\u7406\u7531<\/strong><\/td>\n<td width=\"224\"><strong>\u8a02\u55ae\u80fd\u898b\u5ea6\u8207\u9577\u7dda\u52d5\u614b<\/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\u6fd5\u88fd\u7a0b<\/td>\n<td width=\"225\">\u9178\u69fd\u8a2d\u5099\u8207\u55ae\u6676\u5713\u65cb\u8f49\u6e05\u6d17\u8a2d\u5099\u3002\u5728\u6676\u5713\u524d\u6bb5\u8207\u9ad8\u968e\u5c01\u88dd\u6e05\u6d17\u5e02\u5834\u4e2d\u5e02\u5360\u7387\u6975\u9ad8\uff0c\u70ba\u53f0\u7a4d\u96fb\u6a19\u6e96\u64f4\u7522\u914d\u5099\u3002<\/td>\n<td width=\"224\">\u8a02\u55ae\u80fd\u898b\u5ea6\u6975\u9ad8\uff0c\u4eab\u6709\u8f03\u9ad8\u4f30\u503c\u6ea2\u50f9\u3002<\/td>\n<\/tr>\n<tr>\n<td width=\"96\"><strong>\u8f9b\u8018<\/strong><\/td>\n<td width=\"196\">CoWoS \/ SoIC \u524d\u6bb5\u6fd5\u88fd\u7a0b\u8207\u4ee3\u7406<\/td>\n<td width=\"225\">\u8207\u5f18\u5851\u5206\u98df\u6fd5\u88fd\u7a0b\u6e05\u6d17\u5927\u9905\uff0c\u540c\u6642\u4ee3\u7406\u591a\u6b3e\u570b\u5916\u9ad8\u968e\u5148\u9032\u5c01\u88dd\u524d\u6bb5\u8a2d\u5099\u3002<\/td>\n<td width=\"224\">\u8a02\u55ae\u80fd\u898b\u5ea6\u5df2\u7a69\u5065\u6392\u81f3 2027 \u5e74\u3002<\/td>\n<\/tr>\n<tr>\n<td width=\"96\"><strong>\u842c\u6f64<\/strong><\/td>\n<td width=\"196\">CoWoS \u5f8c\u6bb5\u5c01\u88dd\u3001\u8cbc\u5408\u8207\u6aa2\u6e2c<\/td>\n<td width=\"225\">\u4e3b\u653b\u5f8c\u6bb5\u9ede\u81a0\u6a5f\uff08Dispensing\uff09\u8207\u81ea\u52d5\u5149\u5b78\u6aa2\u6e2c\uff08AOI\uff09\u8a2d\u5099\u3002\u5f8c\u6bb5\u9ede\u81a0\u8207\u8cbc\u5408\u8a2d\u5099\u9700\u6c42\u91cf\u96a8 AI \u6676\u7247\u51fa\u8ca8\u91cf\u6210\u6bd4\u4f8b\u66b4\u589e\u3002<\/td>\n<td width=\"224\">\u53d7\u76ca\u65bc Blackwell \u7b49\u591a\u6676\u7c92\u5c01\u88dd\u51fa\u8ca8\u6f6e\uff0c\u71df\u6536\u5f48\u6027\u6975\u5927\u3002<\/td>\n<\/tr>\n<tr>\n<td width=\"96\"><strong>\u5747\u83ef<\/strong><\/td>\n<td width=\"196\">2.5D\/3D \u8207 CoPoS \u6676\u7247\u6311\u63c0\u5806\u758a<\/td>\n<td width=\"225\">\u5c08\u7cbe\u65bc\u8d85\u9ad8\u7cbe\u5ea6\u6676\u7247\u6311\u63c0\u6a5f\uff08Die Picker\uff09\u8207\u9ecf\u6676\u6a5f\uff08Die Bonder\uff09\uff0c\u8ca0\u8cac 2.5D\/3D \u6c34\u5e73\u8207\u5782\u76f4\u65b9\u5411\u7684\u9ad8\u7cbe\u5ea6\u7cbe\u6e96\u5c0d\u6e96\u8207\u5806\u758a\u3002<\/td>\n<td width=\"224\">\u638c\u63e1\u9ad8\u96e3\u5ea6\u7cbe\u5bc6\u6311\u9078\u8207\u9ecf\u6676\u6838\u5fc3\u6280\u8853\u3002<\/td>\n<\/tr>\n<tr>\n<td width=\"96\"><strong>\u5747\u8c6a<\/strong><\/td>\n<td width=\"196\">\u7cfb\u7d71\u5316\u6aa2\u6e2c\u8207\u81ea\u52d5\u50b3\u8f38<\/td>\n<td width=\"225\">\u63d0\u4f9b\u5148\u9032\u5c01\u88dd\u88fd\u7a0b\u4e2d\u7684 AOI \u8207\u9ad8\u7cbe\u5bc6\u81ea\u52d5\u5316\u6676\u5713\u50b3\u8f38\u7cfb\u7d71\u3002\u7d50\u5408 G2C \u806f\u76df\uff08\u5747\u8c6a\u3001\u5747\u83ef\u3001\u5fd7\u8056\uff09\u5718\u9ad4\u6230\u512a\u52e2\uff0c\u7372\u53d6\u6574\u7dda\u6574\u5408\u5927\u55ae\u3002<\/td>\n<td width=\"224\">\u5168\u9762\u5207\u5165\u53f0\u7a4d\u96fb\u5de5\u5ee0\u667a\u52d5\u5316\u7cfb\u7d71\u3002<\/td>\n<\/tr>\n<tr>\n<td width=\"96\"><strong>\u81f4\u8302<\/strong><\/td>\n<td width=\"196\">\u9ad8\u968e\u7cfb\u7d71\u7d1a\u6e2c\u8a66\uff08SLT\uff09\u8207\u71b1\u7279\u6027\u6e2c\u8a66<\/td>\n<td width=\"225\">\u63d0\u4f9b CoWoS \u8207\u6b21\u4e16\u4ee3 CoPoS \u65b9\u5f62\u9762\u677f\u9ad8\u5bc6\u5ea6\u5c01\u88dd\u6240\u9700\u7684\u9ad8\u968e\u96fb\u6c23\u7279\u6027\u8207\u52d5\u614b\u71b1\u963b\u6e2c\u8a66\u7cfb\u7d71\uff0c\u6eff\u8db3\u9ad8\u74e6\u6578\u6676\u7247\u51fa\u5ee0\u6e2c\u8a66\u6a19\u6e96\u3002<\/td>\n<td width=\"224\">\u53d7\u60e0\u65bc AI \u6676\u7247\u9ad8\u968e\u6e2c\u8a66\u96e3\u5ea6\u589e\u52a0\u5e36\u4f86\u7684\u55ae\u50f9\u63d0\u5347\u3002<\/td>\n<\/tr>\n<tr>\n<td width=\"96\"><strong>\u5370\u80fd\u79d1\u6280<\/strong><\/td>\n<td width=\"196\">\u58d3\u529b\u9664\u6ce1\u8207\u7ff9\u66f2\u5f62\u8b8a\u63a7\u5236<\/td>\n<td width=\"225\">\u63d0\u4f9b\u5c08\u9580\u7684\u9ad8\u58d3\u9664\u6ce1\u8a2d\u5099\uff08Vacuum Baking \/ Pressure Oven\uff09\uff0c\u5728\u9ad8\u96e3\u5ea6 3D \u5806\u758a\u8207\u5927\u9762\u7a4d CoPoS \u6709\u6a5f\/\u73bb\u7483\u9762\u677f\u5c01\u88dd\u4e2d\u63a7\u5236\u5fae\u5c0f\u5b54\u6d1e\u8207\u6c23\u6ce1\u6392\u9664\u3002<\/td>\n<td width=\"224\">\u70ba\u89e3\u6c7a 3D \u5806\u758a\u7ff9\u66f2\u5f62\u8b8a\u63a7\u5236\u8207\u826f\u7387\u722c\u5761\u7684\u96b1\u5f62\u529f\u81e3\u3002<\/td>\n<\/tr>\n<tr>\n<td width=\"96\"><strong>\u74b0\u7403\u6676<\/strong><\/td>\n<td width=\"196\">CoPoS \u5c08\u7528\u65b9\u5f62\u77fd\u6676\u5713\u6750\u6599<\/td>\n<td width=\"225\">\u7a4d\u6975\u7814\u767c CoPoS \u67b6\u69cb\u6240\u9700\u7684\u65b9\u5f62\u77fd\u6676\u5713\u652f\u6490\u8f09\u677f\uff0c\u9810\u8a08\u65bc 2026 \u5e74\u7b2c\u56db\u5b63\u958b\u59cb\u5c0f\u91cf\u51fa\u8ca8\u3002<\/td>\n<td width=\"224\">\u5c1a\u672a\u6709\u7b2c\u4e09\u5bb6\u6750\u6599\u5546\u53d6\u5f97\u53f0\u7a4d\u96fb\u540c\u7b49\u8a8d\u8b49\u3002<\/td>\n<\/tr>\n<tr>\n<td width=\"96\"><strong>\u5408\u6676<\/strong><\/td>\n<td width=\"196\">CoPoS \u5c08\u7528\u65b9\u5f62\u77fd\u6676\u5713\u6750\u6599<\/td>\n<td width=\"225\">\u7a4d\u6975\u7814\u88fd 310mm x 310mm \u65b9\u5f62\u77fd\u6676\u5713\uff0c\u63d0\u4f9b\u6676\u7247\u7d44\u88dd\u6642\u5e73\u5766\u5ea6\u6975\u4f73\u4e4b\u4f4e\u71b1\u5f62\u8b8a\u652f\u6490\u677f\u3002\u9810\u8a08\u4e8c\u6797\u65b0\u5ee0\u555f\u7528\u5f8c\u64f4\u5927\u51fa\u8ca8\u3002<\/td>\n<td width=\"224\">\u5354\u540c\u8a2d\u5099\u5546\u653b\u514b\u65b9\u5f62\u77fd\u6676\u5713\u78e8\u524a\u6280\u8853\u74f6\u9838\u3002<\/td>\n<\/tr>\n<\/tbody>\n<\/table>\n<p><strong>\u00a0\u00a0<\/strong><strong>\u8868<\/strong><strong>3. <\/strong><strong>\u53f0\u7a4d\u96fb<\/strong><strong> CoWoS \/ SoIC <\/strong><strong>\u5148\u9032\u5c01\u88dd\u8207\u6b21\u4e16\u4ee3<\/strong><strong> CoPoS <\/strong><strong>\u6280\u8853\u4e4b\u53f0\u7063\u672c\u571f\u4f9b\u61c9\u93c8\u6838\u5fc3<\/strong><strong>\u53d7\u60e0<\/strong><strong>\u540d\u55ae\uff1b<\/strong><strong>\u8cc7\u6599\u4f86\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\u88fd\u8868\uff0c\u5317\u7f8e\u667a\u6b0a\u5831<\/strong><strong> \/ <\/strong><strong>\u674e\u6dd1\u84ee<\/strong><\/p>\n<h3><span class=\"ez-toc-section\" id=\"%E5%85%88%E9%80%B2%E5%B0%81%E8%A3%9D%E5%85%A8%E7%90%83%E7%AB%B6%E5%90%88%E8%88%87%E8%B7%A8%E5%9C%8B%E5%B8%83%E5%B1%80\"><\/span><strong>\u5148\u9032\u5c01\u88dd\u5168\u7403\u7af6\u5408\u8207\u8de8\u570b\u5e03\u5c40<\/strong><span class=\"ez-toc-section-end\"><\/span><\/h3>\n<p>\u503c\u5f97\u95dc\u6ce8\u7684\u662f\uff0c\u9762\u5c0d\u5730\u7de3\u653f\u6cbb\u7684\u4e0d\u78ba\u5b9a\u6027\u8207\u5404\u570b\u5c0d\u534a\u5c0e\u9ad4\u88fd\u9020\u672c\u571f\u5316\u7684\u786c\u6027\u8981\u6c42\uff0c\u6676\u5713\u4ee3\u5de5\u9f8d\u982d\u7684\u6d77\u5916\u5e03\u5c40\u7b56\u7565\u6b63\u5f9e\u55ae\u7d14\u7684\u300c\u6676\u5713\u88fd\u9020\u300d\u5ef6\u4f38\u81f3\u300c\u5148\u9032\u5c01\u88dd\u300d\u3002<\/p>\n<p>\u53f0\u7a4d\u96fb\u5728\u7f8e\u570b\u4e9e\u5229\u6851\u90a3\u5dde\u7684\u64f4\u5efa\u8a08\u756b\uff0c\u9664\u539f\u5148\u5ba3\u5e03\u7684\u591a\u671f\u6676\u5713\u4ee3\u5de5\u7dda\u5916\uff0c\u5df2\u6b63\u5f0f\u64f4\u5927\u81f3\u5305\u62ec8\u5ea7\u6676\u5713\u88fd\u9020\u5ee0\u82074\u5ea7\u9ad8\u968e\u5148\u9032\u5c01\u88dd\u5ee0\u7684\u9f90\u5927\u57fa\u5730\uff0c\u65e8\u5728\u70ba\u7f8e\u570b\u7576\u5730\u7684\u79d1\u6280\u5de8\u982d\uff08\u5982\u860b\u679c\u3001\u8f1d\u9054\u3001\u5fae\u8edf\u3001\u4e9e\u99ac\u905c\uff09\u63d0\u4f9b\u4e00\u7ad9\u5f0f\u7684\u524d\u5f8c\u6bb5\u5728\u5730\u5316\u751f\u7522\u65b9\u6848\u3002<\/p>\n<p>\u8207\u6b64\u540c\u6642\uff0c\u82f1\u7279\u723e\u4ea6\u5728\u7f8e\u570b\u65b0\u58a8\u897f\u54e5\u5dde\u3001\u99ac\u4f86\u897f\u4e9e\u5c45\u6797\u8207\u6ab3\u57ce\u5efa\u7acb\u4e86\u9ad8\u968eEMIB\u53ca Foveros 3D\u5148\u9032\u5c01\u88dd\u7522\u7dda\uff0c\u8a66\u5716\u5229\u7528\u5176\u5168\u7403\u5316\u7684\u5f8c\u6bb5\u5c01\u88dd\u64da\u9ede\u4f86\u5c0d\u6297\u53f0\u7a4d\u96fb\u7684\u7522\u80fd\u58df\u65b7\u3002\u5373\u4f7f\u662f\u65b0\u8208\u570b\u5bb6\u8207\u5730\u5340\uff0c\u4e5f\u5728\u9019\u5834\u7af6\u8cfd\u4e2d\u52a0\u901f\u5e03\u5c40\u3002\u4f8b\u5982\u65e5\u672c\u7684Rapidus\u5ba3\u5e03\u65bc2026\u5e74\u5168\u9762\u555f\u52d51.4\u5948\u7c73\u524d\u6bb5\u88fd\u7a0b\u7814\u767c\uff0c\u4e26\u540c\u6b65\u898f\u5283\u5148\u9032\u5c01\u88dd\u914d\u5957\uff1b\u800c\u4e09\u661f\u5247\u5728\u826f\u7387\u6539\u5584\u4e0a\u53d6\u5f97\u91cd\u5927\u7a81\u7834\uff0c\u51762\u5948\u7c73\u524d\u6bb5\u826f\u7387\u5728\u534a\u5e74\u5167\u7ffb\u5347\u4e09\u500d\u4e26\u7a81\u783460%\uff0c\u70ba\u5176\u5f8c\u7e8c\u767c\u5c552.5D I-Cube \u53ca 3D\u5806\u758a\u5c01\u88dd\u6253\u4e0b\u4e86\u5805\u5be6\u7684\u88fd\u9020\u57fa\u790e\u3002<\/p>\n<h2><span class=\"ez-toc-section\" id=\"%E7%B8%BD%E7%B5%90%E8%88%87%E9%95%B7%E7%B7%9A%E7%99%BC%E5%B1%95%E8%B6%A8%E5%8B%A2\"><\/span><strong>\u7e3d\u7d50\u8207\u9577\u7dda\u767c\u5c55\u8da8\u52e2<\/strong><span class=\"ez-toc-section-end\"><\/span><\/h2>\n<p>\u7d9c\u4e0a\u5c0d\u534a\u5c0e\u9ad4\u7570\u8cea\u6574\u5408\u5148\u9032\u5c01\u88dd\u5728\u6280\u8853\u3001\u5e02\u5834\u53ca\u5c08\u5229\u4f48\u5c40\u4e0a\u7684\u6700\u65b0\u8ffd\u8e64\uff0c\u7b46\u8005\u6b78\u7d0d\u51fa\u4ee5\u4e0b3\u9805\u9577\u7dda\u767c\u5c55\u8da8\u52e2\uff1a<\/p>\n<p>\u9996\u5148\uff0c\u300c\u5316\u5713\u70ba\u65b9\u300d\u7684\u5149\u96fb\u6574\u5408\u65b0\u6642\u4ee3\u662f\u6280\u8853\u8da8\u52e2\u3002\u4ee5\u53f0\u7a4d\u96fbSoIC\u70ba\u9996\u76843D\u5782\u76f4\u5806\u758a\u5c07\u5728\u672a\u4f86\u6578\u5e74\u8fc5\u901f\u75311.6\u842c\u7247\u64f4\u5145\u81f37.8\u842c\u7247\uff0c\u800c2028\u5e74\u5f8c\u7684\u8d85\u5927\u578b\u6676\u7247\u5247\u5c07\u6b63\u5f0f\u9032\u5165\u4ee5\u73bb\u7483\u6838\u5fc3\u57fa\u677f\uff08GCS\uff09\u53caTGV\u70ba\u6280\u8853\u6838\u5fc3\u7684 CoPoS \u9762\u677f\u7d1a\u5c01\u88dd\u6642\u4ee3\u3002\u540c\u6642\uff0cCPO\u6280\u8853\u96a8\u8457AI\u7b97\u529b\u4ea4\u63db\u983b\u5bec\u7206\u767c\uff0c\u4e5f\u5c07\u5728\u77fd\u5149\u5b50\u5e73\u53f0\u4e0a\u7372\u5f97\u5be6\u8cea\u6027\u7684\u5546\u7528\u653e\u91cf\uff0c\u5f15\u9818\u9285\u4e92\u9023\u5411\u5149\u4e92\u9023\u7684\u9769\u547d\u6027\u8e8d\u5347\u3002<\/p>\n<p>\u5176\u6b21\uff0c\u5e02\u5834\u7aef\u4ecd\u5c07\u8655\u65bc\u8f03\u9577\u9031\u671f\u7684\u7522\u80fd\u8207\u95dc\u9375\u6750\u6599\u4f9b\u9700\u5931\u8861\u72c0\u614b\uff0c\u9810\u8a08\u62d0\u9ede\u76f4\u81f3 2027 \u5e74\u4e0b\u534a\u5e74\u624d\u6703\u5230\u4f86\u3002\u5728NVIDIA\u3001AMD\u7b49\u5de8\u982d\u9ad8\u50f9\u6436\u5360\u9ad8\u905463%\u7684\u9ad8\u968e\u7522\u80fd\u9650\u5236\u4e0b\uff0c\u82f1\u7279\u723e\u8207\u65e5\u6708\u5149\u7b49\u4e8c\u7dda\u9ad8\u968e\u5c01\u88dd\u7ba1\u9053\u6b63\u7a4d\u6975\u64f4\u7522\u627f\u63a5\u6ea2\u51fa\u5546\u6a5f\uff0c\u800c\u5927\u9678OSAT\u696d\u8005\u4ea6\u900f\u904eHBM\u672c\u571f\u5316\u5c01\u88dd\u5728\u570b\u7522\u81ea\u7d66\u7387\u653f\u7b56\u4e0b\u7372\u5f97\u9ad8\u5ea6\u6210\u9577\u7a7a\u9593\u3002<\/p>\n<p>\u6700\u5f8c\uff0c\u5c08\u5229\u8a34\u8a1f\u8207\u667a\u6167\u8ca1\u7522\u6b0a\u6388\u6b0a\u5df2\u7531\u88ab\u52d5\u9632\u79a6\u6f14\u5316\u70ba\u4e3b\u5c0e\u7522\u696d\u5229\u6f64\u5206\u914d\u8207\u5e02\u5834\u51c6\u5165\u7684\u6230\u7565\u6b66\u5668\u3002\u4ee5Adeia\u3001\u53f0\u7a4d\u96fb\u3001\u4e09\u661f\u8207\u82f1\u7279\u723e\u70ba\u4ee3\u8868\u7684\u5c08\u5229\u5927\u5ee0\u5c07\u7e7c\u7e8c\u5728\u6df7\u5408\u9375\u5408\u3001CPO\u8207\u73bb\u7483\u57fa\u677f\u7b49\u95dc\u9375\u7d30\u5206\u8cfd\u9053\u4e0a\u6536\u7dca\u5c08\u5229\u4fdd\u8b77\u7db2\u3002\u6676\u7247\u8a2d\u8a08\u516c\u53f8\u5728\u8ffd\u6c42\u6975\u9650\u904b\u7b97\u6027\u80fd\u6642\uff0c\u9664\u5fc5\u9808\u7a4d\u6975\u6436\u5360\u7a00\u7f3a\u7684\u5f8c\u6bb5\u7522\u80fd\u5916\uff0c\u4ea6\u61c9\u5efa\u7acb\u5168\u9762\u7684 FTO\uff08\u81ea\u7531\u71df\u904b\uff09\u5c08\u5229\u5408\u898f\u9ad4\u7cfb\uff0c\u907f\u514d\u9677\u5165\u52d5\u8f12\u4e0a\u5104\u7f8e\u5143\u7684\u5c08\u5229\u8a34\u8a1f\uff0c\u4ee5\u78ba\u4fdd\u4f9b\u61c9\u93c8\u9577\u7dda\u7684\u5b89\u5168\u8207\u5f48\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\u8aee\u8a62\uff1a\u9810\u8a082026\u5e74\u5168\u7403\u5148\u9032\u5c01\u88dd\u5e02\u5834\u898f\u6a21\u5c07\u9054587\u5104\u7f8e\u5143 \u540c\u6bd4\u589e\u9577\u7d0497%\uff1bInvesting.com\uff0c2026-5-18<br \/>\n<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><br \/>\n<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> \u540c\u8a3b6<br \/>\n<a href=\"#_ftnref9\" name=\"_ftn9\">[9]<\/a> \u540c\u8a3b7<br \/>\n<a href=\"#_ftnref10\" name=\"_ftn10\">[10]<\/a> \u540c\u8a3b6<br \/>\n<a href=\"#_ftnref11\" name=\"_ftn11\">[11]<\/a> \u540c\u8a3b7<br \/>\n<a href=\"#_ftnref12\" name=\"_ftn12\">[12]<\/a> \u540c\u8a3b7<br \/>\n<a href=\"#_ftnref13\" name=\"_ftn13\">[13]<\/a><a href=\"https:\/\/cmnews.com.tw\/article\/newsyoudeservetoknow-bf4c822a-1d65-11f1-9ed9-0ebc9df3d0c2\">\u3010\u5373\u6642\u65b0\u805e\u3011\u8d85\u5faeAMD\u8207Adeia\u7c3d\u7f72\u591a\u5e74\u6388\u6b0a\u5354\u8b70\uff0c\u6210\u529f\u5316\u89e3\u5c08\u5229\u8a34\u8a1f\u4e26\u53d6\u5f97\u5c01\u88dd\u6280\u8853<\/a>\uff1bCMoney\u6295\u8cc7\u7db2\u8a8c\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> \u540c\u8a3b7<br \/>\n<a href=\"#_ftnref16\" name=\"_ftn16\">[16]<\/a> <a href=\"https:\/\/en.eeworld.com.cn\/news\/manufacture\/eic718872.html\">How TSMC is reshaping thermal management for 2.5D\/3D advanced packaging in the HPC and AI era<\/a>\uff1bEEWORLD\uff0c:2026-03-17<br \/>\n<a href=\"#_ftnref17\" name=\"_ftn17\">[17]<\/a> \u540c\u8a3b16<br \/>\n<a href=\"#_ftnref18\" name=\"_ftn18\">[18]<\/a> \u540c\u8a3b16<br \/>\n<a href=\"#_ftnref19\" name=\"_ftn19\">[19]<\/a> \u540c\u8a3b16<br \/>\n<a href=\"#_ftnref20\" name=\"_ftn20\">[20]<\/a> <a href=\"https:\/\/www.pocket.tw\/school\/report\/SCHOOL\/6990\/\">\u3010\u53f0\u7a4d\u96fb\u6cd5\u8aaa\u6703\u30112026\u8cc7\u672c\u652f\u51fa\u885d\u4e0a560\u5104\u7f8e\u5143\uff0c\u6709\u54ea\u4e9b\u6982\u5ff5\u80a1\u6703\u53d7\u60e0\uff1f<\/a>\uff1b\u53e3\u888b\u5b78\u5802\uff0c2026\/01\/15<br \/>\n<a href=\"#_ftnref21\" name=\"_ftn21\">[21]<\/a> <a href=\"https:\/\/smart.businessweekly.com.tw\/Reading\/IndepArticle.aspx?id=6022138\">\u53f0\u7a4d\u96fb\u5e03\u5c40CoPoS\uff0c\u300c3\u53f0\u5ee0\u300d\u6436\u5148\u5361\u4f4d\uff0cCoWoS\u64f4\u7522\u3001CoPoS\u9577\u7dda\u5546\u6a5f\u901a\u5403\uff01<\/a>; Smart\u81ea\u5b78\u7db2\uff0c2026-05-29<br \/>\n<a href=\"#_ftnref22\" name=\"_ftn22\">[22]<\/a> <a href=\"https:\/\/hao.cnyes.com\/post\/257901\">\u53f0\u7a4d\u96fb\u4e00\u4ee3CoPoS\u904e\u6e21\u54c1\u6216\u6709\u6a5fRDL\/\u5de8\u578b\u77fd\u7247\uff0c\u4e8c\u4ee3\u5fc5\u6bba\u8a08\u4e00\u5b9a\u662f\u73bb\u7483\u57fa\u677f\uff01\u7559\u7d66\u53f0\u7a4d\u96fb\u7684\u6642\u9593\u4e0d\u591a\u4e86<\/a>\uff1b\u9245\u4ea8\u865f\uff0c2026\/07\/07<\/p>\n<p><span style=\"color: #0000ff;\"><strong>\u53c3\u8003\u8cc7\u6599\uff1a<\/strong><\/span><\/p>\n<ol>\n<li><a href=\"https:\/\/blog.fugle.tw\/post\/soic-industry-analysis-2\">2026 \u5e74\u5148\u9032\u5c01\u88dd\u7522\u696d\u6df1\u5ea6\u5831\u544a\uff1a\u53f0\u7a4d\u96fbSoIC \u5f15\u9818\u5168\u65b0\u4e16\u4ee33D \u5148\u9032\u5c01\u88dd\uff0c\u958b\u555f\u65b0\u4e00\u6ce2\u7b97\u529b\u9769\u547d<\/a>\uff1b\u5bcc\u679c\u6295\u7814\uff0c\u6700\u5f8c\u66f4\u65b0\u65e5\uff1a06.21<\/li>\n<li><a href=\"https:\/\/www.semi.org\/zh\/semicon_taiwan_2025_advanced_packaging\">AI \u8207 HPC \u7b49\u9ad8\u6548\u80fd\u61c9\u7528\u63a8\u52d5\u5c01\u88dd\u6280\u8853\u5347\u6eab\u30003DIC\u3001FOPLP\u3001Chiplet \u7b49\u570b\u969b\u8ad6\u58c7\u5099\u53d7\u95dc\u6ce8<\/a>\uff1bSEMI Taiwan\uff0c2025-07-03<\/li>\n<li><a href=\"https:\/\/www.semi.org\/zh\/semicon_taiwan_2025_advanced_packaging\">\u5148\u9032\u5c01\u88dd\u6280\u8853\u5d1b\u8d77 SEMICON Taiwan 2025 \u5f15\u9818\u5168\u7403\u5354\u4f5c\u958b\u555f\u7cfb\u7d71\u7d1a\u5275\u65b0<\/a>\uff1bSEMI Taiwan\uff0c2025-07-03<\/li>\n<li><a href=\"https:\/\/blog.wistock.ai\/practical-cases-experience-sharing\/foplp-advanced-packaging-concept-stocks-investment\/\">FOPLP \u662f\u4ec0\u9ebc\uff1f\u5148\u9032\u5c01\u88dd\u65b0\u4e16\u4ee3\u6982\u5ff5\u80a1\u9f8d\u982d\u6574\u7406\u8207\u6295\u8cc7\u8a55\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\u7a4d\u96fb\u6cd5\u8aaa\u6703\u524d\u5915\u3000FOPLP\u5c01\u88dd10\u6a94<\/a>\uff1b\u93e1\u9031\u520a\uff0c07.08<\/li>\n<li><a href=\"https:\/\/www.youtube.com\/watch?v=jVyqNxoZ5pw\">\u773a\u671b2026\u7cfb\u5217\uff5c\u9762\u677f\u7d1a\u5c01\u88dd\u767c\u5c55\u8207\u61c9\u7528\u8da8\u52e2-\u912d\u7dc1\u73b2 J1<\/a>\uff1bIEK\u7522\u696d\u60c5\u5831\u7db2\uff0cLast Virewed\uff1a2026\/07\/14<\/li>\n<li><a href=\"https:\/\/hao.cnyes.com\/post\/257901\">\u53f0\u7a4d\u96fb\u4e00\u4ee3CoPoS\u904e\u6e21\u54c1\u6216\u6709\u6a5fRDL\/\u5de8\u578b\u77fd\u7247\uff0c\u4e8c\u4ee3\u5fc5\u6bba\u8a08\u4e00\u5b9a\u662f\u73bb\u7483\u57fa\u677f\uff01\u7559\u7d66\u53f0\u7a4d\u96fb\u7684\u6642\u9593\u4e0d\u591a\u4e86<\/a>\uff1b\u9245\u4ea8\u865f\uff0c2026\/07\/07<\/li>\n<li><a href=\"https:\/\/smart.businessweekly.com.tw\/Reading\/IndepArticle.aspx?id=6022138\">\u53f0\u7a4d\u96fb\u5e03\u5c40CoPoS\uff0c\u300c3\u53f0\u5ee0\u300d\u6436\u5148\u5361\u4f4d\uff0cCoWoS\u64f4\u7522\u3001CoPoS\u9577\u7dda\u5546\u6a5f\u901a\u5403<\/a>\uff1bSmart\u81ea\u5b78\u7db2\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\u7a4d\u96fb\u518d\u5ea6\u4e0a\u8abf2026~2027\u7684 CoWos \u7522\u80fd\u76ee\u6a19<\/a>\uff1b\u9245\u4ea8\u865f\uff0c2026\/05\/27<\/li>\n<li><a href=\"https:\/\/iknow.stpi.niar.org.tw\/post\/Read.aspx?PostID=17767\">Yole\uff1a5G\u5c01\u88dd\u5e02\u58342026\u5e74\u905426\u5104\u7f8e\u5143 \u5f9eRF\u6a21\u7d44\u5230AiP10<\/a>\uff1b\u79d1\u6280\u7522\u696d\u8cc7\u8a0a\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\u8a0a\u77f3\u5149\u901a\u8a0a\u7db2\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 Virewed\uff1a2026\/07\/14<\/li>\n<li><a href=\"https:\/\/www.bitget.com\/zh-TC\/stock\/nasdaq-adea\/what-is\">\u611b\u8fea\u4e9e (Adeia) \u80a1\u7968\u662f\u4ec0\u9ebc\uff1f<\/a>\uff1bBitget\uff0cLast Virewed\uff1a2026\/07\/14<\/li>\n<li><a href=\"https:\/\/en.eeworld.com.cn\/news\/manufacture\/eic718872.html\">How TSMC is reshaping thermal management for 2.5D\/3D advanced packaging in the HPC and AI era<\/a>\uff1bEEWORLD \uff0c2026-03-17<\/li>\n<li><a href=\"https:\/\/www.pocket.tw\/school\/report\/SCHOOL\/6990\/\">\u3010\u53f0\u7a4d\u96fb\u6cd5\u8aaa\u6703\u30112026\u8cc7\u672c\u652f\u51fa\u885d\u4e0a560\u5104\u7f8e\u5143\uff0c\u6709\u54ea\u4e9b\u6982\u5ff5\u80a1\u6703\u53d7\u60e0\uff1f<\/a>\uff1b\u53e3\u888b\u8b49\u5238\uff0c2026\/01\/15<\/li>\n<\/ol>\n<p><img loading=\"lazy\" decoding=\"async\" class=\"aligncenter size-full wp-image-44946\" src=\"https:\/\/naipnews.naipo.com\/wp-content\/uploads\/2025\/01\/\u674e\u6dd1\u84ee.jpg\" alt=\"\" width=\"638\" height=\"263\" srcset=\"https:\/\/naipnews.naipo.com\/wp-content\/uploads\/2025\/01\/\u674e\u6dd1\u84ee.jpg 638w, https:\/\/naipnews.naipo.com\/wp-content\/uploads\/2025\/01\/\u674e\u6dd1\u84ee-300x124.jpg 300w\" sizes=\"auto, (max-width: 638px) 100vw, 638px\" \/><\/p>\n","protected":false},"excerpt":{"rendered":"<p>\u674e\u6dd1\u83b2\u2571\u5317\u7f8e\u667a\u6743\u62a5 \u7f16\u8f91\u90e8 \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 [&hellip;]<\/p>\n","protected":false},"author":10,"featured_media":6441,"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":3,"href":"https:\/\/naipnews.naipo.com\/zh-hans\/wp-json\/wp\/v2\/posts\/68319\/revisions"}],"predecessor-version":[{"id":68403,"href":"https:\/\/naipnews.naipo.com\/zh-hans\/wp-json\/wp\/v2\/posts\/68319\/revisions\/68403"}],"wp:featuredmedia":[{"embeddable":true,"href":"https:\/\/naipnews.naipo.com\/zh-hans\/wp-json\/wp\/v2\/media\/6441"}],"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}]}}