通富微电:先进封装蓄势待发

浙商证券
25 Jun

投资要点与核心客户共同成长公司作为AMD 第一大封测供应商, 占其订单总数80% 以上。据MercuryResearch 数据,25Q1 AMD 在服务器CPU 收入份额为39.4%,yoy+6.5pcts,qoq+3.1pcts;在台式机CPU 收入份额为34.1%,yoy+15.2pcts,qoq+6.4pcts。AMD 作为AI PC 时代的领导者,在2025 年3 月18 日举行的AI ...

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