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中文(ZH) 郭明錤:CoPoS将于2028年下半年量产,玻璃与ABF不存在替代关系

TSMC's CoPoS advanced packaging to launch 2028; ByteDance spins off AI drug discovery

A new advanced packaging technology from TSMC, called CoPoS, is slated for mass production in the latter half of 2028. This technology integrates glass substrates and ABF (Ajinomoto Build-up Film) for chip interconnections, with research indicating they will coexist rather than one replacing the other. Separately, ByteDance is reportedly initiating a spin-off and fundraising for its AI drug discovery unit, signaling a move towards industrialization in the AI for Science (AI4S) sector. AI

IMPACT TSMC's CoPoS packaging may enable more powerful AI chips, while ByteDance's AI drug discovery spin-off could accelerate pharmaceutical innovation.

RANK_REASON The cluster contains news about a new advanced packaging technology from a major semiconductor manufacturer and a significant spin-off/fundraising event for an AI-focused business unit. [lever_c_demoted from significant: ic=1 ai=0.7]

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COVERAGE [1]

  1. 36氪 (36Kr) TIER_1 中文(ZH) ·

    Ming-Chi Kuo: CoPoS to be mass-produced in the second half of 2028, glass and ABF have no substitution relationship

    分析师郭明錤发文称,台积电下一代先进封装CoPoS预计将于2028年下半年量产。据研究,玻璃材料不会替代ABF薄膜,芯片互连功能由芯片侧重布线层(RDL)、玻璃基板内的玻璃通孔/铜互连结构,以及ABF积层共同实现。因此玻璃与ABF薄膜为搭配共存结构,不存在替代关系。(财联社)