【三星电子获英伟达AI芯片2.5D封装大单，台积电产能受地震影响或推升订单量】据科创板日报报道，全球科技巨头三星电子近日成功斩获了来自英伟达的AI芯片2.5D封装订单，目前已进入批量生产阶段。这一消息标志着三星在先进封装技术领域的重要突破，同时也反映出英伟达对其技术实力的认可。
业内人士分析指出，近期中国台湾地区发生的地震可能对台积电的CoWoS（Chip on Wafer on Substrate，晶圆上芯片直接互连封装）产能造成一定影响。作为全球主要的半导体代工厂之一，台积电的产能波动可能为三星带来更多的订单机会。若台积电的产能无法满足市场需求，三星有望成为英伟达寻求产能替代的重要合作伙伴。
2.5D封装技术是当前半导体行业的一种前沿封装解决方案，尤其适用于高性能计算和AI应用。三星在这一领域的积极布局，不仅有助于提升其在封装市场的竞争力，也可能在短期内受益于市场供需变化，进一步巩固其在全球半导体产业链中的地位。
三星与英伟达的这次合作，不仅预示着双方在技术创新上的紧密协作，也可能对全球半导体行业的格局产生深远影响。随着科技日新月异的发展，三星能否借此机会扩大市场份额，以及英伟达如何在供应链波动中确保产品供应，将成为业界关注的焦点。
英语如下：
**News Title:** “Samsung Lands Major 2.5D Packaging Deal with NVIDIA, TSMC’s Quake-Affected Capacity Could Pave Way for More Orders”
**Keywords:** Samsung, NVIDIA, AI chips
**News Content:** **Samsung Electronics secures a significant 2.5D packaging contract from NVIDIA, with TSMC’s production potentially affected by earthquakes, opening up opportunities for additional orders.** According to The科创板Daily, the global tech giant Samsung has recently obtained a large-scale order for NVIDIA’s AI chips using 2.5D packaging technology and has already initiated mass production. This development signifies a crucial breakthrough for Samsung in advanced packaging technology and underscores NVIDIA’s recognition of Samsung’s technological prowess.
Industry analysts suggest that the recent earthquakes in Taiwan might impact TSMC’s CoWoS (Chip on Wafer on Substrate) production capacity. As one of the world’s leading semiconductor foundries, any fluctuations in TSMC’s capacity could present Samsung with more order opportunities. Should TSMC’s capacity fall short of market demand, Samsung is poised to become a vital alternative production partner for NVIDIA.
2.5D packaging technology is a cutting-edge solution in the semiconductor industry, particularly suited for high-performance computing and AI applications. Samsung’s proactive stance in this field not only bolsters its competitiveness in the packaging market but might also benefit from short-term market supply and demand shifts, reinforcing its position in the global semiconductor supply chain.
This collaboration between Samsung and NVIDIA not only signifies close cooperation in technological innovation but could also have far-reaching implications for the global semiconductor landscape. As technology continues to evolve rapidly, industry attention will be focused on whether Samsung can seize this opportunity to expand its market share and how NVIDIA will ensure product supply amidst supply chain disruptions.
【来源】https://www.chinastarmarket.cn/detail/1639204