[{"data":1,"prerenderedAt":-1},["ShallowReactive",2],{"content-doc-dciod933d7e7":3},{"user":4,"document":8,"mainDocument":27,"columnUrl":29,"subscription":30,"footer":42,"text":77},{"isAuthenticated":5,"isAdmin":5,"displayName":6,"avatarUrl":6,"nid":6,"groupLevel":7},false,"",-10,{"id":9,"fullTitle":10,"subTitle":6,"url":11,"columnId":12,"columnName":13,"columnUrl":14,"summary":6,"contentHtml":15,"mainContentHtml":6,"posterUrl":16,"createDate":17,"displayDate":18,"displayDateSlash":19,"pageviews":20,"tags":21,"hidden":5,"isSubContent":5,"replyDocOrTargetId":6,"contentType":23,"videoId":6,"liveVideoUrl":6,"duration":24,"price":24,"priceText":25,"priceBadgeText":25,"priceBadgeClass":26,"freeForMinGroupLevel":24,"redirectUrl":6,"readyToStream":5},"dciod933d7e7","据供应链人士：台积电CoPoS首代或不采用玻璃基板，且从未考虑使用玻璃中介层","\u002Fdoc\u002Fdciod933d7e7","col18178739ee","美股资讯","\u002Fcol\u002Fcol18178739ee","\u003Cp>\r\n\u003Cp>\u003Cspan style=\"font-size: large;\">\u003Cspan style=\"font-family: DengXian;\">据多位接受台湾科技媒体采访的供应链核心人士透露，当前市场对\u003C\u002Fspan> CoPoS \u003Cspan style=\"font-family: DengXian;\">技术路线存在明显误读，其中争议最大的焦点，就是玻璃基板是否属于第一代\u003C\u002Fspan> CoPoS \u003Cspan style=\"font-family: DengXian;\">的必备材料。\u003C\u002Fspan>\u003C\u002Fspan>\u003C\u002Fp>\r\n\u003Cp>\u003Cspan style=\"font-size: large;\">\u003Cspan style=\"font-family: DengXian;\">多位受访人士对于近期市场流传的大量不实信息表达了强烈不满。他们指出，市场普遍将玻璃基板视为\u003C\u002Fspan> CoPoS \u003Cspan style=\"font-family: DengXian;\">不可或缺的核心组件，但事实上，第一代\u003C\u002Fspan> CoPoS \u003Cspan style=\"font-family: DengXian;\">很可能并不会采用玻璃基板方案。\u003C\u002Fspan>\u003C\u002Fspan>\u003C\u002Fp>\r\n\u003Cp>\u003Cspan style=\"font-size: large;\">\u003Cspan style=\"font-family: DengXian;\">与此同时，供应链人士进一步表示，台积电\u003C\u002Fspan> TSM\u003Cspan style=\"font-family: DengXian;\">从未考虑采用玻璃中介层（\u003C\u002Fspan>Glass Interposer\u003Cspan style=\"font-family: DengXian;\">）。按照目前的规划，\u003C\u002Fspan>CoPoS \u003Cspan style=\"font-family: DengXian;\">预计将在\u003C\u002Fspan>2029 \u003Cspan style=\"font-family: DengXian;\">年上半年正式进入量产。\u003C\u002Fspan>\u003C\u002Fspan>\u003C\u002Fp>\r\n\u003Cp>\u003Cspan style=\"font-size: large;\">\u003Cspan style=\"font-family: DengXian;\">不过，这并不意味着玻璃技术没有未来。随着下一代先进封装的发展，三星集团旗下的三星电机（\u003C\u002Fspan>SEMCO\u003Cspan style=\"font-family: DengXian;\">）、日本凸版（\u003C\u002Fspan>Toppan\u003Cspan style=\"font-family: DengXian;\">）以及多家日韩基板厂商，均已积极投入玻璃核心基板（\u003C\u002Fspan>Glass-core Substrate\u003Cspan style=\"font-family: DengXian;\">）的研发，并已于近期开始向台积电送交工程样品，希望抢占未来供应链先机。\u003C\u002Fspan>\u003C\u002Fspan>\u003C\u002Fp>\r\n\u003Cp>\u003Cspan style=\"font-size: large;\">\u003Cspan style=\"font-family: DengXian;\">需要注意的是，玻璃中介层（\u003C\u002Fspan>Glass Interposer\u003Cspan style=\"font-family: DengXian;\">）与玻璃核心基板（\u003C\u002Fspan>Glass-core Substrate\u003Cspan style=\"font-family: DengXian;\">）属于两种完全不同的技术。相关美股\u003C\u002Fspan>\u003Cspan style=\"font-family: DengXian;\">康宁\u003C\u002Fspan> GLW\u003C\u002Fspan>\u003C\u002Fp>\r\n\u003Cp>\u003Cspan style=\"font-size: large;\">\u003Cspan style=\"font-family: DengXian;\">玻璃中介层位于芯片与封装基板之间，主要负责\u003C\u002Fspan> GPU\u003Cspan style=\"font-family: DengXian;\">、\u003C\u002Fspan>HBM \u003Cspan style=\"font-family: DengXian;\">等高性能芯片之间的高速互联，是先进封装中承担信号传输的重要层级；而玻璃核心基板则位于中介层下方，作为整个封装系统的承载基板，主要负责机械支撑，并连接封装与\u003C\u002Fspan> PCB \u003Cspan style=\"font-family: DengXian;\">电路板。\u003C\u002Fspan>\u003C\u002Fspan>\u003C\u002Fp>\r\n\u003Cp>\u003Cspan style=\"font-size: large;\">\u003Cspan style=\"font-family: DengXian;\">换句话说，台积电放弃玻璃中介层，并不代表放弃玻璃核心基板。\u003C\u002Fspan>\u003Cspan style=\"font-family: DengXian;\">市场此前将两者混为一谈，正是造成此次技术路线误判的主要原因之一。\u003C\u002Fspan>\u003C\u002Fspan>\u003C\u002Fp>\r\n\u003C\u002Fp>","https:\u002F\u002Fwww.tradesmax.com\u002Fimages\u002Fa_Stock\u002FG\u002FGLW\u002FGLW.jpg","2026-07-03T23:54:54","2026.07.03","2026\u002F07\u002F03",40492,[22],"GLW","Article",0,"免费","success",{"id":9,"fullTitle":10,"subTitle":6,"url":11,"columnId":12,"columnName":13,"columnUrl":14,"summary":6,"contentHtml":15,"mainContentHtml":6,"posterUrl":16,"createDate":17,"displayDate":18,"displayDateSlash":19,"pageviews":20,"tags":28,"hidden":5,"isSubContent":5,"replyDocOrTargetId":6,"contentType":23,"videoId":6,"liveVideoUrl":6,"duration":24,"price":24,"priceText":25,"priceBadgeText":25,"priceBadgeClass":26,"freeForMinGroupLevel":24,"redirectUrl":6,"readyToStream":5},[22],"\u002Fcol\u002Fstocknews",{"visible":5,"marketingHtml":31,"services":32,"recentDocuments":41},"\u003Cfigure class=\"image\">\u003Ca href=\"https:\u002F\u002Fstockwe.com\u002Fdoc\u002Fdcio537efad5\" target=\"_blank\" rel=\"noopener noreferrer\">\u003Cimg style=\"display:block;margin-left:auto;margin-right:auto;\" src=\"https:\u002F\u002Fstockwewebfiles.blob.core.windows.net\u002Fweb-202408-stk\u002F1586109431mceclip0.jpg\">\u003C\u002Fa>\u003C\u002Ffigure>\u003Cdiv class=\"text-center\">\u003Ch2 class=\"card-title mx-auto\">\u003Cbr>\u003Ca target=\"_blank\" rel=\"noopener noreferrer\" href=\"https:\u002F\u002Fstockwe.com\u002Fdoc\u002Fdcio537efad5\">案例介绍：英伟达深度研究报告\u003C\u002Fa>\u003C\u002Fh2>\u003C\u002Fdiv>",[33,37],{"productId":34,"serviceName":35,"priceText":36},"prod_PPxdDdK87QaiLv","月付","$12.95美元",{"productId":38,"serviceName":39,"priceText":40},"prod_PPxeMs3bix1da5","年付","$149.00美元",[],{"links":43,"images":68,"summaryHtml":73,"aboutTitle":74,"aboutHtml":75,"copyrightHtml":76},[44,47,50,53,56,59,62,65],{"label":45,"url":46},"深度报告","\u002Fcol\u002FdepthReport",{"label":48,"url":49},"VIP会员","\u002Fvip",{"label":51,"url":52},"期权推荐","\u002FOption",{"label":54,"url":55},"低价暴涨股","\u002FPenny",{"label":57,"url":58},"常见问题","https:\u002F\u002Fstockwe.com\u002FFAQ",{"label":60,"url":61},"美股课程","\u002Fcol\u002Fvideos",{"label":63,"url":64},"免责声明","\u002Fdisclaimer",{"label":66,"url":67},"联系我们","\u002FContactUs",[69,70,71,72],"https:\u002F\u002Fstockwebsiteblob.blob.core.windows.net\u002Fweb-202509-stk\u002FUploaderzic2tuwsol2_2025_09_11_18_21_07.gif","https:\u002F\u002Fstockwebsiteblob.blob.core.windows.net\u002Fweb-202509-stk\u002FUploadercakzdvydksw_2025_09_03_09_00_56.png","https:\u002F\u002Fstockwebsiteblob.blob.core.windows.net\u002Fweb-202509-stk\u002FUploadergtjyagwvoyk_2025_09_14_08_32_05.png","https:\u002F\u002Fstockwebsiteblob.blob.core.windows.net\u002Fweb-202509-stk\u002FUploader3u0tt4jhlqh_2025_09_23_22_30_48.png","邮箱: buy@TradesMax.com 美国电话 626-378-3637","公司介绍","\u003Cp class=\"MsoNormal\">美股大数据 StockWe.com 是一个美国领先的金融和美股信息大数据提供商，紧盯华尔街金融市场和行情，2008年成立于美国硅谷，创始人是前纽约证券交易所资深分析师Ken，联合多位摩根斯坦利分析师，谷歌 Meta工程师利用AI和大数据，配合十多年美股实战经验和业内量化交易模型，每天处理千万级股票数据：挖掘潜力大牛股，捕捉期权异动大单，实时主力资金流向、机构持仓变化、川普突发新闻，精准买卖信号第一时间发到您手机APP。\u003C\u002Fp>","专业美股投资者都在这里",{"loading":78,"search":79,"searchPlaceholder":79,"hotContent":80,"draft":81,"noData":82,"searchNoData":83,"edit":84,"editVideo":85,"courseContent":86,"more":87,"buyNow":88,"subscribeNow":89,"encoding":90,"paidContent":91},"Loading...","搜索","热门内容","草稿","目前没有任何内容公布","当前检索内容没有数据","编辑","编辑视频","课程内容","更多","立即购买后观看","- 立即订阅 -","视频编码中...","付费内容"]