据科创板日报最新报道，全球科技巨头三星电子已成功获得英伟达公司的人工智能（AI）芯片2.5D封装订单，并已开始批量生产。这一合作标志着三星在先进封装技术领域的又一重大突破，进一步巩固了其在全球半导体产业链中的地位。
2.5D封装技术是当前半导体行业中的先进技术，能够显著提升芯片的性能和能效，尤其适用于高性能计算和AI应用。英伟达选择三星作为其AI芯片的封装伙伴，显示出三星在封装技术上的竞争优势。
值得一提的是，近期中国台湾地区发生地震，可能对台积电的Chip-on-Wafer-on-Substrate (CoWoS) 产能造成一定影响。台积电作为全球领先的半导体代工厂，其产能波动将可能导致部分订单流向其他供应商。鉴于此，业界普遍预测三星可能将迎来更多来自英伟达的2.5D封装订单。
三星电子对此暂未发表官方评论，但市场分析人士认为，这次合作以及潜在的订单增长，将对三星的半导体业务带来积极的提振，同时也可能重塑全球芯片封装市场的格局。随着AI和高性能计算需求的持续增长，三星与英伟达的联手或将开启半导体产业的新篇章。
英语如下：
**News Title:** “Samsung Lands Major NVIDIA AI Chip 2.5D Packaging Deal, Set to Gain from Taiwan Earthquake’s Impact on Market”
**Keywords:** Samsung, NVIDIA, AI Chips
**News Content:**
Samsung Electronics has secured a significant order from NVIDIA for the 2.5D packaging of its artificial intelligence (AI) chips and has commenced mass production, according to the latest report from the科创板日报. This collaboration marks another major breakthrough for Samsung in advanced packaging technology, solidifying its position within the global semiconductor supply chain.
2.5D packaging technology, a cutting-edge technique in the semiconductor industry, enhances chip performance and efficiency, particularly for high-performance computing and AI applications. NVIDIA’s selection of Samsung as its AI chip packaging partner underscores Samsung’s competitive edge in this field.
Notably, recent earthquakes in Taiwan may have affected TSMC’s Chip-on-Wafer-on-Substrate (CoWoS) manufacturing capacity. As the world’s leading semiconductor foundry, any disruption in TSMC’s output could redirect some orders to alternative suppliers. Consequently, industry experts anticipate that Samsung might receive more 2.5D packaging orders from NVIDIA.
Samsung Electronics has not yet made an official comment on the matter. However, market analysts suggest that this partnership and potential order increase will boost Samsung’s semiconductor business and potentially reshape the global chip packaging market dynamics. With the continuous growth in AI and high-performance computing demands, the alliance between Samsung and NVIDIA could usher in a new chapter for the semiconductor industry.
【来源】https://www.chinastarmarket.cn/detail/1639204
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