受英伟达AI芯片需求暴涨影响，消息称台积电正在紧急订购封装设备

发布日期：2023-06-29    点击次数：123

IT 之家 6 月 7 日消息，昨日台积电总裁魏哲家透露，英伟达及台积电先前低估了市场对于 GPU 的需求，现有 CoWos 湿制程封装设备已经无法满足订单需要。据台媒《经济日报》称，晶圆厂消息人士透露，目前台积电已经紧急订购新封装设备，以满足至年底的订单需求。

▲ 图源 台积电官网

此前英伟达新增的订单，已经将台积电 7/6nm 和 5/4nm 这两大制程工艺的产能利用率推至饱和状态，如今甚至达到了供不应求的情况。

据称，目前台积电的订单已满至年底。先前英伟达、台积电预估今年订单不佳，因此在产能上相当保守，却未曾料到受生成式 AI 影响，市场对 GPU 的需求猛涨。晶圆厂消息人士透露，“即使是当下台积电已经紧急订购封装设备，但设备本身交期就需要 3-6 个月，因此最快年底新产能才能到位”，因此“未来半年将会处于缺货状态”。

此前英伟达市值达到万亿，而当下随着英伟达 AI 芯片的需求猛增，因此供应链相关厂商也能随之受益。但考虑到台积电方面的交货延迟，IT之家认为半年内相关专业显卡市场可能会出现缺货情况，而第三方价格也会有一定上涨。

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