以下部分引用 AI 总结，现阶段 AI 仍然有幻觉。请以内容的原文为准。
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CoPoS
14 atoms · 跨 10 天 · 首见 2026-04-16 · 最近 2026-07-03
三色: 🟦 fact 8 · 🟥 take 6 · stance ▲1/▼3/◆5
来源: X 12 · News 2
时态: fresh:13 · aging:1
标签: 好观点:7 · 好数字:4 · 好信源:2 · 好思考:1
叙事 (narrative) (7)
- 2026-07-03 · 供应链重组
CoPoS需要全新的供应链，此波供应链重组现已向面板、PCB、自动化及各式材料产业扩散
tags: 好观点 · → daily
- 2026-06-30 · 技术定位
CoPoS并非取代CoWoS，而是建立在既有先进封装技术基础上的下一步发展。
tags: 好观点 · → daily
- 2026-07-01 · metallization yields issue
The problem isn't TGV yields it's metallization yields
tags: 好观点 · → daily
- 2026-06-18 · 유리 통합 핵심은 oS (organic substrate)
역시나 핵심은 oS
tags: 好观点 · → daily
- 2026-06-16 · technology unresolved
two things about this technology are still unresolved
tags: 好观点 · → daily
value: direction=unresolved
- 2026-06-08 · 产品评价
It’s one of the biggest pieces of shit ever
tags: 好观点 · → daily
value: direction=negative
- 2026-04-30
[老化中] · 受益技术分组及相关台湾上市公司概念股清单
CoPoS（芯片在基板及封装上）受益技术分组及相关台湾上市公司概念股清单 — E&R Engineering Corp. (8027.TWO); Unimicron (3037.TW); Nan Ya PCB (8046.TW); Kinsus (3189.TW); C Sun Mfg. (2467.TW)
tags: 好观点 · → daily
预测 (forecast) (2)
- 2026-04-16 · 预计量产时间
and expect production a couple years later.
tags: 好信源 · → daily
value: date=a couple years later
- 2026-05-04 · mass production expected start year
CoPoS is expected to be in mass production in 2028-2029.
tags: 好数字 · → daily
value: date=2028-2029
事实 (fact) (5)
- 2026-06-13 · 利用率
CoPoS利用率: >75%
tags: 好数字 · → daily
value: qty=>75% · date=当前
- 2026-04-16 · pilot line 建立时间
We build a Co"P"oS pilot line right now
tags: 好信源 · → daily
value: date=now
- 2026-07-01 · mass production start
CoPoS does not hit mass production until 2029
tags: 好数字 · → daily
value: date=2029
- 2026-07-01 · warpage issue
Panel warpage is the single most-cited barrier to CoPoS mass production, and it worsens non-linearly as the panel grows
tags: 好思考 · → daily
value: direction=key barrier to mass production
- 2026-07-01 · panel size roadmap
roadmap runs from 310mm panels now to 510mm by 2028 or 2029
tags: 好数字 · → daily
value: approx_qty=310mm -> 510mm · date=2028-2029
时间轴 (近 20)
- 2026-07-03 ·
narrative · 供应链重组 · → daily
- 2026-07-01 ·
fact · mass production start · → daily
- 2026-07-01 ·
fact · warpage issue · → daily
- 2026-07-01 ·
fact · panel size roadmap · → daily
- 2026-07-01 ·
narrative · metallization yields issue · → daily
- 2026-06-30 ·
narrative · 技术定位 · → daily
- 2026-06-18 ·
narrative · 유리 통합 핵심은 oS (organic substrate) · → daily
- 2026-06-16 ·
narrative · technology unresolved · → daily
- 2026-06-13 ·
fact · 利用率 · → daily
- 2026-06-08 ·
narrative · 产品评价 · → daily
- 2026-05-04 ·
forecast · mass production expected start year · → daily
- 2026-04-30 ·
narrative · 受益技术分组及相关台湾上市公司概念股清单 · → daily
- 2026-04-16 ·
fact · pilot line 建立时间 · → daily
- 2026-04-16 ·
forecast · 预计量产时间 · → daily
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