半导体测试业 迎黄金时代

爱集微
31 May

半导体测试进入黄金时代。高盛证券指出,台厂与全球晶圆代工及封测大厂紧密合作,具备扩大市占率的潜力,将嘉惠台厂旺硅(6223)与颖崴,将两家公司均纳入研究范围,皆给予“买进”评级。高盛指出,受惠AI及高效能运算(HPC)推动芯片设计日益复杂,市场对高品质测试需求持续攀升。随芯片设计日益复杂、制程技术不断迈进,全球对先进芯片测试的需求持续攀升。台湾厂商凭藉地利优势,迎来扩张市占及营收成长契机。高盛认为...

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