But the note cautioned against treating AI as an “immediate fiscal windfall.” Before productivity fully kicks in, governments face upfront costs that could strain budgets already burdened by post-pandemic debt. Government spending explicitly earmarked for AI remains modest—often only a fraction of a percent of GDP—but a sea of hidden costs could make the transition much more difficult for budgets to handle.
FOPLP也正凭借规模化优势快速崛起，被视为CoWoS的潜在继任者。FOWLP基于圆形晶圆进行封装，由于晶圆形状为圆盘状，边缘区域难以充分利用，导致芯片放置面积较小。尺寸与利用率优势是FOPLP的核心竞争力。FOPLP采用方形大尺寸面板作为载板，而非8英寸或12英寸晶圆。
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