2月12日,中芯国际联席CEO赵海军在2024年第四季度业绩电话会上表示,目前整体客户产品库存相对健康,根据与产业链伙伴的广泛沟通,普遍认为2025年除了人工智能继续高速成长外,市场各应用领域需求持平或温和增长。近期看到,在国家刺激消费政策的红利带动下,客户补库存意愿较高,消费电子、互联、手机等补单急单较多,一季度整体淡季不淡。与此同时,外部环境也为今年下半年带来一定不确定性,同业竞争愈演愈烈,...
Source Link2月12日,中芯国际联席CEO赵海军在2024年第四季度业绩电话会上表示,目前整体客户产品库存相对健康,根据与产业链伙伴的广泛沟通,普遍认为2025年除了人工智能继续高速成长外,市场各应用领域需求持平或温和增长。近期看到,在国家刺激消费政策的红利带动下,客户补库存意愿较高,消费电子、互联、手机等补单急单较多,一季度整体淡季不淡。与此同时,外部环境也为今年下半年带来一定不确定性,同业竞争愈演愈烈,...
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