申万宏源研究指出，HBM+CoWoS组合已成为AI等算力芯片标配，带动先进封装需求激增，2025年全球OSAT行业销售达3332亿元，同比增长9.9%；在TSMC与非TSMC阵营同步上调2026年CoWoS产能扩张规模背景下，订单外溢趋势扩大，叠加国产存储IDM份额提升及AI算力芯片放量，中国本土OSAT厂商正加速崛起，先进封装国产替代进入实质性落地阶段。
https://feedx.site
。whatsapp对此有专业解读
The lesson he draws is what he calls “settling for silver.” In first‑come, first‑serve races in which everything drops at once—whether it’s reservations, tickets, or limited‑edition sneakers—the top choice is the focal point. It attracts the most clicks, the fastest fingers, the best scripts. The second‑best option, by contrast, is often dramatically less crowded but still very good: “If I had gone to 4:30 initially, I would have gotten it.”
Марина Совина (ночной редактор)
，详情可参考谷歌
Then I decided - why not start from scratch - this time with Opus 4.6. Since the previous attempt didn’t work, I wondered if this one would. I picked Rust this time. I fed it both binaries, but the model chose to work primarily from the Win32 one, using Mac PPC only for cross-referencing.，这一点在wps中也有详细论述
Percentile 99: 539.072 ms | 160.208 ms