电子行业周报:2024年碳化硅衬底市场遇冷但长期需求乐观 台积电加码2/3NM先进制程

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May 19, 2025

核心观点市场行情回顾过去一周(05.12-05.16),SW 电子指数下跌0.75%,板块整体跑输沪深300 指数1.86 个百分点,从六大子板块来看,消费电子、光学光电子、元件、其他电子Ⅱ、半导体、电子化学品Ⅱ涨跌幅分别为1.12%、0.26%、0.19%、-1.49%、-1.69%、-1.79%。核心观点SiC 衬底市场2024 年营收年减9%,但长期需求乐观。5 月12 日,根据...

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