Manz AG anticipates growth in advanced packaging amid CoWoS shortage

The semiconductor industry is experiencing a surge in demand for advanced packaging technologies, driven by the rapid growth of high-end AI servers and generative AI. This trend has led to a shortage in Chip-on-Wafer-on-Substrate (CoWoS) technology, a critical component in advanced packaging. Manz AG, a major equipment manufacturer, remains optimistic about the future of advanced packaging and is positioning itself to capitalize on emerging trends.

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兴业研究:AI手机拉动市场换机需求 高端机型率先受益

兴业研究发布研报称,作为系统搭载本地大模型、具备支持大模型的硬件能力且能多模态交互的智能手机,AI手机当前处于大模型APP化后的第二阶段AI功能化阶段,核心软硬件厂商正加速AI本地化阶段的到来。AI大模型对于芯片算力和内存等高价值元器件提出了更高的要求,苹果等高端手机的器件配置成本预算更充足,或将率先受益AI带来的换机周期。

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