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重大!明天这四个方向要盯紧了,政策与全球巨头都在猛推,节奏别踏错
Sou Hu Cai Jing· 2026-01-10 01:11
明天,1月8日周四,市场面临一个技术上的小考。 指数目前的位置,离短期的那根"生命线"——5日均线有点远了,这种偏离通常意味着有拉回或等待均线 上来的需求。 所以,全天的行情,横着震荡消化一下,是比较理想的走法。 早上开盘后,市场大概率还会尝试向上冲一冲,去试探一下4098点附近的压力。 但这里要留个心眼,即使一时冲过去了,也很可能因为动力不足而掉下 来,形成冲高回落。 所以,如果明天盘中看到指数快速拉升,特别是接近4098点的时候,不是一个适合追着买进去的时点。 冲高受阻之后,市场就会自然地进入回踩阶段,去考验下方的支撑力道。 第一个需要留意的是4071点附近,如果这里撑不住,可能会进一步看向4056点区 域。 指数层面,目前就处于这么一个震荡修整的状态。 指数休息的时候,就要看热点题材能不能接住市场的关注度。 从最近持续的成交量来看,资金并没 有离场,只是在内部进行切换。 这一轮的反弹行情,从结构上看,并没有走完。 市场的资金正在寻找新的去处。 一个明显的迹象是,一些近期暴涨的高位题材股,如果出现集中抛售,很容易引发短线情绪的降温。 这时,资金会更倾向 于流向那些有明确政策背书、产业趋势清晰,且股价位置相 ...
芯片的未来:2.5D还是3D?
半导体行业观察· 2025-06-01 00:46
Core Viewpoint - The article discusses the evolution and significance of integrated circuit (IC) packaging in the semiconductor manufacturing process, highlighting the transition from 2D to 2.5D and 3D IC architectures as essential innovations to meet the increasing demands for performance and efficiency in modern electronic devices [2][11][29]. Summary by Sections IC Packaging Overview - IC packaging is a critical step in semiconductor manufacturing, providing protection and functionality to semiconductor chips [2][4]. - The packaging process involves placing fragile semiconductor chips into protective casings, similar to placing a cake in a sturdy box for transport [4][6]. Transition from 2D to 2.5D and 3D IC - The semiconductor industry is moving towards innovative packaging technologies like 2.5D and 3D IC to overcome limitations posed by traditional 2D packaging, especially as Moore's Law slows down [11][27]. - 2.5D IC involves placing chips side by side on an interposer, while 3D IC stacks chips vertically, enhancing integration density and performance [13][25]. Advantages and Challenges of 2.5D and 3D IC - 2.5D IC allows for moderate design complexity and easier thermal management, making it suitable for applications like GPUs and FPGAs [19][28]. - 3D IC offers very high integration density and reduced signal transmission distance, but faces challenges in cooling and design complexity [25][28]. - Both architectures aim to improve performance, reduce power consumption, and minimize space, essential for mobile and edge devices [27][29]. Market Outlook - The advanced chip packaging market is projected to grow from $3.5 billion in 2023 to over $10 billion by 2030, driven by demand in AI, 5G, high-performance computing (HPC), and automotive sectors [27][29].