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요약
AI帶領半導體產業迎來新高峰，除了台積電受惠先進製程需求大增，先進封裝同樣商機龐大，台積電的先進封裝CoWoS供不應求，就連「外包」給其他封測大廠的訂單都多到讓產能滿載，封測廠如日月光、京元電、力成因此迎來一波大擴廠潮，設備業者透露，今年封測廠在設備上的拉貨產值將超越台積電。
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