东吴证券:AI需求带动设备供应链 先进制程持续扩产

E公司
Jul 21, 2025

人民财讯7月21日电,东吴证券研报表示,AI需求带动设备供应链,先进制程持续扩产。过去训练卡基本为英伟达独供,对应所需要的3D堆叠等先进工艺都由台积电进行代工;而推理卡不一定需要3—5nm的先进工艺,在国产12nm工艺平台上也有很强性价比,目前国内IC设计公司天数智芯、沐曦、燧原、登临等企业已经着手将推理卡移植在国产供应链,例如盛合晶微、中芯国际等,相关的国产供应链如先进封装等有望受益。从先进逻辑...

Source Link

Disclaimer: Investing carries risk. This is not financial advice. The above content should not be regarded as an offer, recommendation, or solicitation on acquiring or disposing of any financial products, any associated discussions, comments, or posts by author or other users should not be considered as such either. It is solely for general information purpose only, which does not consider your own investment objectives, financial situations or needs. TTM assumes no responsibility or warranty for the accuracy and completeness of the information, investors should do their own research and may seek professional advice before investing.

Most Discussed

  1. 1
     
     
     
     
  2. 2
     
     
     
     
  3. 3
     
     
     
     
  4. 4
     
     
     
     
  5. 5
     
     
     
     
  6. 6
     
     
     
     
  7. 7
     
     
     
     
  8. 8
     
     
     
     
  9. 9
     
     
     
     
  10. 10