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晶片太热又怕变形!先进封装掀三年大扩产潮,「散热与防翘曲」设备身价暴涨

2026-11-11 13:59:37 网络 阅读(96)

当 AI 晶片功耗冲破千瓦大关,晶片过热与高温变形已成运算极限的最大罩门!在摩尔定律放缓下,先进封装大扩产跃升为唯一解方,随着制程难度倍增,专攻散热与防翘曲的关键设备迎来身价翻倍与站点暴增的黄金上升期。

晶片太热又怕变形!先进封装掀三年大扩产潮,「散热与防翘曲」设备身价暴涨

〈晶片尺寸与功耗飙升,CoPoS与SoIC引领革新〉
次世代晶片呈现尺寸持续放大、功耗(TDP)世代倍增,以及透过3D垂直堆叠缩短互连距离三大趋势,为解决大尺寸晶圆面积利用率仅45%的限制,台积电推动将载体转为方形面板的CoPoS架构,预计于2028年放量并将面积效率提升至81%,晶片设计加速导入SoIC垂直堆叠与混合键合技术,以极高互连密度与更低能耗,确立为次世代旗舰平台的主流配置。

〈制程难度非线性加剧,解翘曲与散热设备迎升级〉
随着封装面积扩大、层数增加及异质材料CTE差异拉大,加热制程中的翘曲问题呈非线性恶化,使抗翘曲处理跃升为量产必需品,单晶片功耗突破1500W至2000W以上,迫使散热解方内移至晶片内部,带动散热片(Lid/Stiffener)与TIM贴合设备需求爆发,设备商不仅因清洗、烘烤与检测等站点倍增扩大出货,更透过复合功能整合推升平均售价与单一产能产值。

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〈跨入类前段精密工艺,台系关键设备商长线看升〉
在先进封装向类前段精细度推进下,台厂设备供应链展现强大技术突破与市占扩张实力,弘塑(3131-TW)与辛耘(3583-TW)凭高阶湿制程切入Class 10洁净度与方形基板暂时键合/解离关键站点;志圣(2467-TW)以整合型防翘曲烘烤设备卡位多道加热工序,站点与产值大增;均华(6640-TW)稳居晶粒挑选分选机龙头并推进晶圆键合机验证;万润(6187-TW)与竑腾(7751-TW)全面掌握点胶、散热片与高精度平整贴合制程;印能(7734-TW)以除泡与抗翘曲专利机台简化制程,倍利科(7822-TW)则凭3D透视检查切入多层堆叠检验,可趁拉回时逢低布局具备技术护城河的先进封装设备指标股。邀请投资人下载智霖老师的APP并锁定直播,一起掌握产业最前线的产业脉动!

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