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CoWoS產能及分配假設（萬片12英寸晶圓）-行業數據

CoWoS產能及分配假設（萬片12英寸晶圓）
CoWoS產能及分配假設（萬片12英寸晶圓）
基于 CoWoS 的產能增長、對英偉達不同產品線的產能分配等假設，按英偉達財年維度（例：FY 2025 財年為 2024 年 1 月至 2025 年 1 月），我們測算：
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所屬報告： 英偉達-美股公司研究報告-百川終將歸海AI奇點到來-240219（35頁）.pdf
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