来源:内容来自经济日报。受关税战提前拉货效应告终,加上手机、网通、车用等终端应用复苏不如预期,以及新台币升值压力延续等三大负面因素影响,业界传出,多家一线IC设计大厂下半年大砍晶圆代工厂成熟制程投片量,光是第3季就比第2季锐减二至三成,使得相关晶圆代工厂产能利用率持续下滑,冲击获利。法人指出,半导体成熟制程市况不妙,联电、世界先进、力积电毛利率同步承压。其中,联电、世界下半年毛利率恐回测25%,...
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