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AI chip demand surges; CoWoS packaging capacity strained; semiconductor supply chain faces new changes

Summary As AI applications spread rapidly, AI chip demand keeps rising; advanced packaging, especially CoWoS, is in short supply. This article analyzes global semiconductor packaging/testing capacity, major vendors' expansion plans, and market opportunities, revealing new industry trends for investors.

As AI applications spread rapidly, AI chip demand keeps rising; advanced packaging, especially CoWoS, is in short supply. This article analyzes global semiconductor packaging/testing capacity, major vendors' expansion plans, and market opportunities, revealing new industry trends for investors.
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  201. /www/wwwroot/cjgpcs.cn/vendor/topthink/framework/src/think/route/Domain.php ( 2.53 KB )
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  205. /www/wwwroot/cjgpcs.cn/app/home/route/router.php ( 12.36 KB )
  206. /www/wwwroot/cjgpcs.cn/vendor/topthink/framework/src/think/facade/Route.php ( 4.70 KB )
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  211. /www/wwwroot/cjgpcs.cn/app/home/controller/Document.php ( 101.72 KB )
  212. /www/wwwroot/cjgpcs.cn/app/home/controller/Home.php ( 21.11 KB )
  213. /www/wwwroot/cjgpcs.cn/vendor/topthink/think-template/src/Template.php ( 46.61 KB )
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  217. /www/wwwroot/cjgpcs.cn/app/common/model/Member.php ( 16.79 KB )
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  219. /www/wwwroot/cjgpcs.cn/app/common/model/Document.php ( 37.40 KB )
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  1. CONNECT:[ UseTime:0.001508s ] mysql:host=127.0.0.1;port=3306;dbname=cjgpcs;charset=utf8mb4
  2. SHOW FULL COLUMNS FROM `g3ys_config` [ RunTime:0.004167s ]
  3. SELECT `value` FROM `g3ys_config` WHERE `name` = 'timezone' AND `subsite_id` = '40' LIMIT 1 [ RunTime:0.001009s ]
  4. SHOW FULL COLUMNS FROM `g3ys_route` [ RunTime:0.003639s ]
  5. SELECT * FROM `g3ys_route` WHERE ( `subsite_id` = '40' OR `subsite_id` = '0' ) AND `module` = 'home' AND `status` = 1 ORDER BY `sort` DESC,`id` ASC [ RunTime:0.001008s ]
  6. SHOW FULL COLUMNS FROM `g3ys_theme` [ RunTime:0.011497s ]
  7. SELECT `paginator` FROM `g3ys_theme` WHERE `module` = 'home' AND `name` = 'setmain' AND `subsite_id` = '40' LIMIT 1 [ RunTime:0.007336s ]
  8. SHOW FULL COLUMNS FROM `g3ys_lang` [ RunTime:0.007856s ]
  9. SELECT * FROM `g3ys_lang` WHERE `subsite_id` = 40 AND ( ( LOWER(name) = 'en' ) OR `subtag` = 'en' ) AND `status` = 1 ORDER BY `id` ASC LIMIT 1 [ RunTime:0.002137s ]
  10. SHOW FULL COLUMNS FROM `g3ys_member` [ RunTime:0.008011s ]
  11. SELECT * FROM `g3ys_member` WHERE `id` = 0 AND `subsite_id` = '40' LIMIT 1 [ RunTime:0.001314s ]
  12. SHOW FULL COLUMNS FROM `g3ys_document` [ RunTime:0.006683s ]
  13. SELECT `id`,`document_type` FROM `g3ys_document` WHERE `subsite_id` = 40 AND `name` = 'ai-chip-demand-cowos-packaging-capacity-shortage' AND `status` IN ('1','2') LIMIT 1 [ RunTime:0.003242s ]
  14. SELECT * FROM `g3ys_document` WHERE ( `name` = '5654' OR `id` = '5654' ) AND `subsite_id` = 40 LIMIT 1 [ RunTime:0.008059s ]
  15. SHOW TABLES LIKE 'g3ys_document_article' [ RunTime:0.005088s ]
  16. SHOW FULL COLUMNS FROM `g3ys_document_article` [ RunTime:0.003338s ]
  17. SELECT * FROM `g3ys_document_article` WHERE `document_id` = '5654' LIMIT 1 [ RunTime:0.000926s ]
  18. SHOW FULL COLUMNS FROM `g3ys_total` [ RunTime:0.004260s ]
  19. SELECT * FROM `g3ys_total` WHERE `target_id` = '5654' LIMIT 1 [ RunTime:0.001151s ]
  20. SHOW TABLES LIKE 'g3ys_document_article_lang' [ RunTime:0.004500s ]
  21. SHOW FULL COLUMNS FROM `g3ys_document_article_lang` [ RunTime:0.003262s ]
  22. SELECT * FROM `g3ys_document_article_lang` WHERE `subsite_id` = '40' AND `lang` = 'en' AND `document_id` = '5654' [ RunTime:0.013685s ]
  23. SHOW FULL COLUMNS FROM `g3ys_document_article_lang` [ RunTime:0.004031s ]
  24. SHOW TABLES LIKE 'g3ys_category_lang' [ RunTime:0.011996s ]
  25. SHOW FULL COLUMNS FROM `g3ys_category_lang` [ RunTime:0.006132s ]
  26. SELECT * FROM `g3ys_category_lang` WHERE `subsite_id` = '40' AND `category_id` = '1664' AND `lang` = 'en' LIMIT 1 [ RunTime:0.001224s ]
  27. SELECT * FROM `g3ys_total` WHERE `target_id` = '5654' LIMIT 1 [ RunTime:0.000960s ]
  28. UPDATE `g3ys_total` SET `view_total` = `view_total` + 1 WHERE `target_id` = '5654' [ RunTime:0.003402s ]
  29. SHOW FULL COLUMNS FROM `g3ys_record` [ RunTime:0.012524s ]
  30. SELECT `id` FROM `g3ys_record` WHERE `subsite_id` = '40' AND `type` = 'article' AND `url` = 'https://www.setmain.asia/ai-chip-demand-cowos-packaging-capacity-shortage' AND `create_time` >= 1788941857 AND ( `visitor_id` = '8c92b4369fa415127d06690adadf8d9b' OR `session_id` = '422518b14c45b8956dd6da1e0254959b' ) LIMIT 1 [ RunTime:0.008231s ]
  31. INSERT INTO `g3ys_record` SET `subsite_id` = '40' , `uid` = '0' , `visitor_id` = '8c92b4369fa415127d06690adadf8d9b' , `session_id` = '422518b14c45b8956dd6da1e0254959b' , `type` = 'article' , `target_id` = '5654' , `target_type` = 0 , `category_id` = '1664' , `title` = 'AI chip demand surges; CoWoS packaging capacity strained; semiconductor supply chain faces new changes' , `url` = 'https://www.setmain.asia/ai-chip-demand-cowos-packaging-capacity-shortage' , `path` = '/ai-chip-demand-cowos-packaging-capacity-shortage' , `query_string` = '' , `referer` = '' , `referer_domain` = '' , `source_type` = 'direct' , `source_domain` = '' , `search_engine` = '' , `search_keyword` = '' , `utm_source` = '' , `utm_medium` = '' , `utm_campaign` = '' , `utm_term` = '' , `utm_content` = '' , `ip` = '216.73.216.189' , `user_agent` = 'Mozilla/5.0 AppleWebKit/537.36 (KHTML, like Gecko; compatible; ClaudeBot/1.0; +claudebot@anthropic.com)' , `device_type` = 'pc' , `browser` = '其他' , `browser_version` = '' , `os` = '其他' , `os_version` = '' , `language` = '' , `is_spider` = 0 , `spider_name` = '' , `status_code` = 200 , `country` = '' , `province` = '' , `city` = '' , `district` = '' , `isp` = '' , `region_code` = '' , `geo_status` = 0 , `geo_time` = 0 , `create_time` = 1788941917 , `update_time` = 1788941917 [ RunTime:0.008744s ]
  32. SHOW FULL COLUMNS FROM `g3ys_comment` [ RunTime:0.015803s ]
  33. SELECT COUNT(*) AS think_count FROM `g3ys_comment` WHERE `target_id` = '5654' AND `pid` = '0' [ RunTime:0.006036s ]
  34. SELECT * FROM `g3ys_document` WHERE `category_id` = 1664 AND `subsite_id` = 40 AND `pid` = '0' AND `status` = '1' AND ( ( sort > 0) or ( sort = 0 and id < 5654) ) ORDER BY `sort` ASC,`id` DESC LIMIT 1 [ RunTime:0.016335s ]
  35. SELECT * FROM `g3ys_document` WHERE `category_id` = 1664 AND `subsite_id` = 40 AND `pid` = '5605' AND `status` = '1' ORDER BY `sort` ASC,`id` DESC LIMIT 1 [ RunTime:0.011431s ]
  36. SELECT * FROM `g3ys_document_article_lang` WHERE `subsite_id` = '40' AND `lang` = 'en' AND `document_id` = '5605' [ RunTime:0.027590s ]
  37. SELECT * FROM `g3ys_document` WHERE `category_id` = 1664 AND `subsite_id` = 40 AND `pid` = '5654' AND `status` = '1' AND `document_type` = 0 ORDER BY `sort` DESC,`id` ASC LIMIT 1 [ RunTime:0.002284s ]
  38. SELECT * FROM `g3ys_document` WHERE `category_id` = 1664 AND `subsite_id` = 40 AND `pid` = '0' AND `status` = '1' AND `document_type` = 0 AND ( ( sort>0 and sort <= 0 and id!=5654) or ( sort = 0 and id > 5654) ) ORDER BY `sort` DESC,`id` ASC LIMIT 1 [ RunTime:0.001950s ]
  39. SELECT * FROM `g3ys_document_article_lang` WHERE `subsite_id` = '40' AND `lang` = 'en' AND `document_id` = '5783' [ RunTime:0.018835s ]
  40. SELECT * FROM `g3ys_route` WHERE ( `subsite_id` = '40' OR `subsite_id` = '0' ) AND `module` = 'home' AND `status` = 1 ORDER BY `sort` DESC,`id` ASC [ RunTime:0.001586s ]
  41. SHOW FULL COLUMNS FROM `g3ys_ad_location` [ RunTime:0.003812s ]
  42. SELECT * FROM `g3ys_ad_location` WHERE `name` = 'ad-detail-full' AND `subsite_id` = '40' AND `status` = 1 LIMIT 1 [ RunTime:0.001205s ]
  43. SHOW FULL COLUMNS FROM `g3ys_ad` [ RunTime:0.005087s ]
  44. SELECT * FROM `g3ys_ad` WHERE `subsite_id` = '40' AND `ad_location_id` = '82' AND `status` = 1 AND `device` IN ('all','pc') AND ( `start_time` = 0 OR `start_time` <= 1788941917 ) AND ( `end_time` = 0 OR `end_time` >= 1788941917 ) ORDER BY `sort` DESC,`id` DESC [ RunTime:0.001618s ]
  45. SHOW FULL COLUMNS FROM `g3ys_ad_lang` [ RunTime:0.002863s ]
  46. SELECT * FROM `g3ys_ad_lang` WHERE `ad_id` = 82 AND `subsite_id` = '40' AND `lang` = 'en' [ RunTime:0.001050s ]
  47. SHOW FULL COLUMNS FROM `g3ys_ad_lang` [ RunTime:0.003140s ]
  48. SELECT * FROM `g3ys_route` WHERE ( `subsite_id` = '40' OR `subsite_id` = '0' ) AND `module` = 'home' AND `status` = 1 ORDER BY `sort` DESC,`id` ASC [ RunTime:0.001209s ]
  49. SELECT * FROM `g3ys_route` WHERE ( `subsite_id` = '40' OR `subsite_id` = '0' ) AND `module` = 'home' AND `status` = 1 ORDER BY `sort` DESC,`id` ASC [ RunTime:0.000983s ]
  50. SELECT * FROM `g3ys_ad_location` WHERE `name` = 'ad-right' AND `subsite_id` = '40' AND `status` = 1 LIMIT 1 [ RunTime:0.001145s ]
  51. SELECT * FROM `g3ys_ad` WHERE `subsite_id` = '40' AND `ad_location_id` = '84' AND `status` = 1 AND `device` IN ('all','pc') AND ( `start_time` = 0 OR `start_time` <= 1788941917 ) AND ( `end_time` = 0 OR `end_time` >= 1788941917 ) ORDER BY `sort` DESC,`id` DESC [ RunTime:0.001282s ]
  52. SELECT * FROM `g3ys_ad_lang` WHERE `ad_id` = 84 AND `subsite_id` = '40' AND `lang` = 'en' [ RunTime:0.000838s ]
  53. SELECT * FROM `g3ys_route` WHERE ( `subsite_id` = '40' OR `subsite_id` = '0' ) AND `module` = 'home' AND `status` = 1 ORDER BY `sort` DESC,`id` ASC [ RunTime:0.001301s ]
  54. SELECT * FROM `g3ys_route` WHERE ( `subsite_id` = '40' OR `subsite_id` = '0' ) AND `module` = 'home' AND `status` = 1 ORDER BY `sort` DESC,`id` ASC [ RunTime:0.001150s ]
  55. SELECT * FROM `g3ys_route` WHERE ( `subsite_id` = '40' OR `subsite_id` = '0' ) AND `module` = 'home' AND `status` = 1 ORDER BY `sort` DESC,`id` ASC [ RunTime:0.000972s ]
  56. SELECT * FROM `g3ys_route` WHERE ( `subsite_id` = '40' OR `subsite_id` = '0' ) AND `module` = 'home' AND `status` = 1 ORDER BY `sort` DESC,`id` ASC [ RunTime:0.001167s ]
  57. SELECT * FROM `g3ys_route` WHERE ( `subsite_id` = '40' OR `subsite_id` = '0' ) AND `module` = 'home' AND `status` = 1 ORDER BY `sort` DESC,`id` ASC [ RunTime:0.001337s ]
  58. SELECT * FROM `g3ys_route` WHERE ( `subsite_id` = '40' OR `subsite_id` = '0' ) AND `module` = 'home' AND `status` = 1 ORDER BY `sort` DESC,`id` ASC [ RunTime:0.001073s ]
  59. SELECT * FROM `g3ys_route` WHERE ( `subsite_id` = '40' OR `subsite_id` = '0' ) AND `module` = 'home' AND `status` = 1 ORDER BY `sort` DESC,`id` ASC [ RunTime:0.001119s ]
0.975188s