【中芯国际赵海军:市场基本面较一季度无太大变化 更多晶圆代工需求回流本土】金十数据5月9日讯,中芯国际联席CEO赵海军在一季报电话会议上表示,目前市场虽然出现了很多新因素,但基本面与一季度相比没有太大变化,客户都在沉着应对,公司产能利用率也继续保持饱满状态。“我们已经看到了各行业,包括工业和汽车领域,触底反弹的积极信号,产业链在地化转换也继续走强,更多的晶圆代工需求回流本土。同时,市场也在经历关税政策变化等引发的焦虑。接下来,关税政策变化、市场刺激和急建库存是否透支未来需求等,都值得密切关注。”赵海军说。
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