路維光電(688401.SH):產品可滿足CoWoS等先進封裝要求 玻璃基板封裝亦實現供貨
格隆匯2月17日丨路維光電(688401.SH)近日在接待機構投資者調研時表示,公司已在先進封裝方面前瞻佈局、精耕細作發展多年,積累了深厚的技術底藴,匯聚了豐富、優質的客户資源。從行業整體的發展態勢來看,下游眾多傳統封裝客户正加速向先進封裝轉型,積極擁抱技術迭代浪潮,為掩膜版行業、公司帶來了更為廣闊的市場空間與蓬勃的發展機遇。隨着AI需求爆發,應用於AI的先進芯片,需要同時實現高速、節能以及成本控制。以台積電的CoWoS先進封裝為例,通過把芯片堆疊起來封裝在基板上,來減少芯片所需空間,同時還能降低功耗和成本。近期,半導體封裝巨頭日月光投控宣佈將擴大其CoWoS先進封裝產能,並與AI芯片巨頭英偉達的合作更加緊密。
公司作為國內先進封裝掩膜版的龍頭企業,是多個領先封測廠的頭部供應商,技術和產品佈局全面,產品可滿足CoWoS等先進封裝要求;玻璃基板封裝亦實現供貨。
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