AI芯片如何引爆封测设备新需求?
作者：微信文章https://mmbiz.qpic.cn/mmbiz_png/ZxmmZHbMicpbC2jpibdtLwOuECjzd5CbcejPSuiaqQZXickZa3ZicRFtLvRdnsfE4EjtfORM1LS1zn9ricATGLqwJibjw/640?wx_fmt=png&from=appmsg
随着ChatGPT、DeepSeek等大模型掀起AI浪潮，智能算力需求呈现指数级增长。AI芯片作为算力的核心载体，正朝着更高集成度、更复杂架构的方向飞速演进。在这一过程中，后道测试与先进封装设备成为确保芯片性能与良率的关键环节，也迎来了前所未有的市场机遇。
以下是东吴证券《半导体设备行业深度：AI芯片快速发展，看好国产算力带动后道测试&先进封装设备需求》研究报告，全文如下：
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湾芯展2025充分依托深圳及大湾区的广阔应用市场，以及深重投主导的重大产业项目集群等优质资源，汇聚国际代表ASML、AMAT、Lam Research、TEL、KLA、DISCO、Merck、Nikon、KE、SCREEN及国内代表北方华创、新凯来、中微、盛美、拓荆、芯源微、华海清科、上海微电子、雅克科技、江丰电子、至纯等600+家半导体领军企业。在这里，您可以与行业巨头面对面交流，直击最新技术突破与前沿市场战略，深度洞察半导体产业发展脉搏！
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*以上仅为部分展商，排名不分先后
展商名录：
同期活动
2025湾区半导体大会是湾芯展最核心的组成部分之一，由两大高端研讨会、一场开幕式暨半导体产业发展峰会及 20+技术论坛组成。大会聚焦光刻、设备、零部件、材料、先进封装、IC设计、人工智能（AI）、出海、投融资、人才等行业热门与重要议题，涵盖从技术到市场、从理论到实践等多方面信息，邀请国内外领军企业代表、专家学者、科研机构及新兴创新力量齐聚一堂，为您解读行业未来趋势，提供前瞻性的战略思考！
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*具体议程以现场为准
交通指南
展馆：深圳福田会展中心
地址：深圳福田区福华三路111号
地铁路线
1号线和4号线：均可乘坐地铁1号线或4号线到"会展中心"站，从D出口步行约150米即可到达会展中心；3号线：乘坐地铁3号线到“购物公园”站，从D出口步行约10分钟可达展馆北门；
公交路线
109路、235路、374路、375路、379路、50路、64路、80路、高峰23号专线、机场9线、K578路、M347路、M390路;
火车路线
深圳站；深圳北站；深圳东站；
飞机路线
深圳宝安国际机场；
观众报名通道
扫码报名免费观展
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咨询电话：0755-86060912、18529585391（同微信）
进群交流
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√发布行业找材料/工艺需求信息
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点击阅读原文，报名参加第二届湾区半导体产业生态博览会
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