【精選】矽晶圓用量「暴增9倍」驚呆寶傑？先進封裝CoWoS＋HBM「不能沒它」下半年漲價倒數？！ 《寶傑點兵》 劉寶傑

(00:00:43) One wafer becomes two! CoWoS becomes the "big eater" of silicon wafers. HBM uses 21 wafers instead of 9. Demand rises, prices soar, and stocks surge! Chip manufacturing, advanced packaging, and HBM stacking all rely on silicon wafers. Zhang: Supply is tight, demand surges 9 times!? Zhang Yuxuan debunks the "glass substrate replaces silicon interposer" myth. "From round to square," larger chips actually increase demand! Silicon wafers replicate the "memory rush"!? Logic chips, back-end power supply, CPO... all new technologies rely on it! Price-rising stocks are "newer than old"!? Chen Yuchen: Passive components, memory, ABF "demand is still high"! Nanya Technology and Macronix are in the same group but have different fates?! Chen Yuchen: Supply is a concern, demand is not a problem, "choose the leader"! (00:08:36) ABF substrates are the "hope of the whole village" for Taiwan stocks? Foreign investors' two reports indicate "price increases have only just begun," with Nan Ya PCB, Unimicron, and Kinsus bucking the trend and rising sharply!? Foreign investors haven't abandoned ABF and are continuing to buy? Reports reveal tightening supply and demand, "price increases have only just begun," with four major drivers doubling prices!? Carrier board giants each have their own themes, with prices starting at "NT$1,000"? Nan Ya PCB targets transmission, Kinsus secures US orders, and Unimicron positions itself for CPO! Vera Rubin becomes the most direct catalyst for ABF demand, with single-wafer carrier board prices "doubling from US$100 to US$200!" "Vera Rubin, CoWoS, CPO, AI data centers"—the four essential applications—ABF carrier boards have become standard, giving them pricing power!? TSMC refutes the "glass substrate replacing ABF carrier board" myth; ETFs worry about shortages and buy heavily in the "three giants," causing their stocks to rise against the trend! Taiwan stocks stop falling and rebound, no need to wait for TSMC's earnings call for positive news? Wang: The June revenue announcement in early July will definitely have a pre-emptive effect!? TSMC is the "exclusive supplier" of AI chips...revenue will only get better!? Wang: Just look at Micron! TSMC's stock closed under pressure...is it being viewed negatively? Wang: Don't worry! Foreign investors hold 18.13 million shares, tracking MSCI's adjusted holdings!? (00:21:31) A set of 240 million NTD, the more Taiwanese manufacturers sell, the more they profit? Vera Rubin, from wafer to packaging, MIT's "water-cooling revolution," who will win the big orders?! Vera Rubin's calculations are getting faster and faster...overheating is inevitable? Hsieh: Through Chihong, Shuanghong, and Jianze, deep heat sources are removed! AI PCs "never shut down 24 hours a day," heat dissipation becomes key! Hsieh Chen-yen: Shuanghong and Jianze, with "higher PC proportions," are the winners!? Samsung and SK Hynix face off in Taipei! Before starting work, they both have to ask TSMC. No matter how good HBM is, it's useless if it can't be installed in CoWoS! SK Hynix HBM leads Samsung, the "cruel truth" revealed?! Zhang: The "lifeline" of the substrate is handed over to TSMC! A creative and exclusive IP for a "3nm substrate"! SK Hynix can only cling to TSMC's coattails... Jia Hui completes the iron triangle! Samsung's "awkward situation" may lead to a harsh departure!? Zhang: If CoWoS packaging cannot be used... HBM bandwidth performance is 1.5 times worse! 20260709-3, 20260626-2, 20260602-2 🌍 🌎 🌏 #LiuBaojie #BaojiePointsOut #TSMC #SupplyChain #Nvidia #AMD #AAOI #OpticalCommunication #CPO #SiliconPhotonics #Innolux #AUO #PanelPackaging #LianjiaToukong #AsiaStar #Juxian #R&D #ABF #TSMC #VeraRubin #CoWoS #CPO #AdvancedPackaging #SKHynix #HBM3e #CreativeElectronics #Nano #Samsung #Semiconductor #DeepHeatSource #AIPCCooling 【EBC ETtoday 24-Hour Live Broadcast】Click here:    • 【看盤不中斷】EBC東森財經股市24小時直播｜Taiwan EBC Financia...   Uninterrupted market analysis! Like and share with friends and family who want to learn about investment and financial management! 🔔Don't forget to turn on notifications🔔