BTQ Tech

摩根士丹利预计，2028 年 CSP 的资本支出占比约为 12%，而 AI 半导体的支出预计将进一步增加。

> 预计到 2028 年，CoWoS/CoPoS/EMIB-T 产能将增长 50%，而基础设施支出（如工厂和 AI 数据中心）将保持平稳，内存价格在 2028 年将温和增长。

> 台积电的 CoWoS 产能将从 2026 年的每月 13 万片晶圆、2027 年的每月 20 万片晶圆，增至 2028 年的每月 26 万片晶圆。

> MI500 系列（代号 Arcadia）预计将于 2027 年底进入小批量生产。MI455 和 MI450 的产能可能分别达到约 50 万至 65 万片。

> 台积电 2027 年的 CoWoS-L 总订单预计同比增长 200%，达到 21 万片晶圆。

> 台积电的 CoPoS 产能预计在 2028 年达到每月 5 万至 10 万片晶圆，2029 年达到每月 10 万至 20 万片晶圆，但这取决于试产结果。

> 摩根士丹利预测，台积电的 CoPoS 产能预计在 2028 年达到每月 5 万至 10 万片晶圆，2029 年达到每月 10 万至 20 万片晶圆，但这取决于试产结果。

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📢 𝗝𝗨𝗦𝗧 𝗜𝗡: $BTQ Tech(BTQ.US) BTQ Technologies Signs Quantum-Safe Security MOU With Korea’s ITCEN PNS

👉 𝗞𝗲𝘆 𝗛𝗶𝗴𝗵𝗹𝗶𝗴𝗵𝘁𝘀:

➤ 𝗕𝗧𝗤 𝗧𝗲𝗰𝗵𝗻𝗼𝗹𝗼𝗴𝗶𝗲𝘀 signs post-quantum security MOU with 𝗜𝗧𝗖𝗘𝗡 𝗣𝗡𝗦.

➤ Partnership targets 𝗳𝗶𝗻𝗮𝗻𝗰𝗶𝗮𝗹, public-sector, and enterprise security infrastructure.

➤ Companies will integrate 𝗽𝗼𝘀𝘁-𝗾𝘂𝗮𝗻𝘁𝘂𝗺 𝗰𝗿𝘆𝗽𝘁𝗼𝗴𝗿𝗮𝗽𝗵𝘆 and quantum-safe authentication.

➤ ITCENGLOBAL reported approximately 𝗞𝗥𝗪 𝟴.𝟵 𝘁𝗿𝗶𝗹𝗹𝗶𝗼𝗻 in 2025 revenue.

➤ ITCEN PNS recently obtained 𝗞𝗖𝗠𝗩𝗣 validation for hybrid cryptography.

➤ Validated module incorporates NIST-standardized 𝗠𝗟-𝗞𝗘𝗠 post-quantum technology.

➤ Collaboration covers 𝗱𝗶𝗴𝗶𝘁𝗮𝗹 𝗶𝗱𝗲𝗻𝘁𝗶𝘁𝘆, biometrics, blockchain, and Web3 security.

➤ Companies will evaluate commercialization of 𝗾𝘂𝗮𝗻𝘁𝘂𝗺-𝘀𝗮𝗳𝗲 solutions in Korea.

➤ Agreement expands BTQ's presence across Korea's 𝗰𝗿𝗶𝘁𝗶𝗰𝗮𝗹 𝗱𝗶𝗴𝗶𝘁𝗮𝗹 𝗶𝗻𝗳𝗿𝗮𝘀𝘁𝗿𝘂𝗰𝘁𝘂𝗿𝗲.

👉 𝗪𝗵𝘆 𝗧𝗵𝗶𝘀 𝗠𝗮𝘁𝘁𝗲𝗿𝘀:

➤ Gives 𝗕𝗧𝗤 access to established Korean financial and government deployment channels.

➤ Combines BTQ technology with ITCEN PNS's 𝗿𝗲𝗴𝘂𝗹𝗮𝘁𝗼𝗿𝘆-𝘃𝗮𝗹𝗶𝗱𝗮𝘁𝗲𝗱 cryptographic infrastructure.

➤ Could accelerate practical adoption of 𝗾𝘂𝗮𝗻𝘁𝘂𝗺-𝘀𝗮𝗳𝗲 security across critical systems.

➤ Addresses growing risks from future quantum attacks on 𝗰𝘂𝗿𝗿𝗲𝗻𝘁 𝗲𝗻𝗰𝗿𝘆𝗽𝘁𝗶𝗼𝗻.

👉 𝗘𝘅𝗽𝗲𝗿𝘁 𝗦𝘁𝗮𝘁𝗲𝗺𝗲𝗻𝘁𝘀:

𝗢𝗹𝗶𝘃𝗶𝗲𝗿 𝗥𝗼𝘂𝘀𝘀𝘆 𝗡𝗲𝘄𝘁𝗼𝗻, CEO and Chairman of BTQ Technologies:

"ITCENGLOBAL is one of Korea's most significant technology groups, with deep relationships across public-sector, financial, and enterprise infrastructure. ITCEN PNS has already done the difficult work of taking post-quantum cryptography through national validation and into live financial environments. That combination of regulatory credibility and real deployment channels is exactly what turns quantum-safe technology into adoption. Korea is one of the most important markets globally for the transition to quantum-safe infrastructure, and this collaboration supports BTQ's mission of Building Trusted Quantum technologies for the systems that matter most."

𝗪𝗼𝗻-𝗴𝘆𝘂 𝗣𝗮𝗿𝗸, Chief Executive Officer of ITCEN PNS:

"ITCEN PNS is focused on building next-generation security platforms for public institutions, financial organizations, and enterprise customers. As organizations prepare for the post-quantum transition, technical credibility and implementation experience will be critical. BTQ has established meaningful expertise in post-quantum cryptography, quantum-safe networks, and hardware-rooted security architectures. This collaboration gives us a strong framework to evaluate how those capabilities can be applied to practical security environments across Korea's financial, public-sector, and enterprise infrastructure."