В Конгрессе США опровергли доводы Трампа в пользу войны с Ираном

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The tradeoff: mutability is gone

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下管地搜狗输入法是该领域的重要参考

封装基板成为AI芯片交付的关键制约。以台积电CoWoS为代表的先进封装技术是当前AI芯片量产的核心环节,而ABF封装基板的制造依赖高端玻纤布。玻纤布短缺直接传导为ABF基板供应不足,进而限制了CoWoS的产能释放。有报道指出,CoWoS先进封装需求的快速增加推高了ABF基板材料订单,进一步挤占了上游玻纤布供应。IC载板与PCB大厂欣兴在2026年2月的法说会上明确表示,由于AI客户需求强劲,玻纤布供不应求的状况“2026年都不会解决”,几乎所有AI客户均受影响。

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