真正限制芯片出货的限速因子是台积电的CoWoS芯片封装产能。$NVDA 还是 $Goog 还是 $AMD 都要跟台积电抢CoWoS封装额度的
2026台积电扩产CoWoS是击碎AI泡沫论的又一个铁证。看好所有需要CoWoS的芯片公司
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