台湾AI热潮推动经济增长 但引发对产业集中风险的担忧 · 追踪2个来源

报道来源 [2]

1. Mastodon — fosstodon.org TIER_1 中文(ZH) · [email protected] · 2026-06-20 04:28

   TSMC Tackles Next-Gen CoPoS and Glass Substrates to Counter Intel's EMIB Order Capture and UMC Foundry Cooperation Pressure, Central News Agency, 2026-06-20 11:52:00 CST. In response to AI chip demand, TSMC's CoWoS capacity is tight, creating opportunities for Intel's EMIB technology to win orders. To consolidate its leading position, TSMC is not only expanding production but also accelerating its deployment of next-generation CoPoS panel-level packaging to address market share diversion challenges.

   封裝賽局化圓為方！台積電強攻次世代CoPoS與玻璃基板，應對英特爾EMIB奪單與聯電代工合作壓力 中央通訊社 2026-06-20 11:52:00 CST 因應AI晶片需求，台積電CoWoS產能吃緊，使英特爾EMIB技術獲轉單契機。為鞏固龍頭地位，台積電除擴產外，更加速布局次世代CoPoS面板級封裝，應對市占分流挑戰。 https://www.thenewslens.com/article/268691 #玻璃核心基板 #CoPoS #聯電 #科技 #人工智慧 #AI #CoWoS #晶片 #台積電 #英特爾

   链接 thenewslens.com/…/268691
2. Mastodon — fosstodon.org TIER_1 中文(ZH) · [email protected] · 2026-06-20 04:28

   AI wave pushes Taiwan's 2026 economic growth forecast up to 9.45%: Central Bank refutes 'Dutch disease' with 3 points, simultaneously warns of 3 major risks hidden in industrial concentration - Central News Agency 2026-06-20 12:11:00 CST The Central Bank pointed out that Taiwan is already a global AI supply chain hub, driving economic growth. However, this also comes with risks of industrial concentration, including exacerbating economic fluctuations, resource crowding-out effects, and worsening income distribution. The Central Bank believes this is not the Dutch disease, as it is a creative

   AI浪潮推升台灣2026經濟成長上修至9.45%：央行3點駁斥「荷蘭病」，同步示警產業集中隱含3大風險 中央通訊社 2026-06-20 12:11:00 CST 央行指明，台灣已是全球AI供應鏈樞紐，為經濟成長主動能。惟此亦伴隨產業集中風險，包含加劇景氣波動、資源排擠效應，與所得分配惡化。央行認為此非荷蘭病，因其屬創新驅動。 https://www.thenewslens.com/article/268692 #產業集中 #人工智慧 #經濟 #央行 #K型經濟 #AI #荷蘭病 #AI供應鏈 #晶圓代工 #中央銀行 #所得分配

   链接 thenewslens.com/…/268692