汽车芯片,痛苦挣扎!

半导体行业观察
Yesterday

对于汽车芯片市场而言,2025年算不上是一个“旺年”。一方面,新能源汽车市场已经提前步入红海市场,连特斯拉CEO埃隆·马斯克都在在财报电话会议上坦承即将面临"运营阻力";另一方面,汽车芯片市场的业绩与预测也不容乐观,从德州仪器到意法半导体,都不复此前的乐观。这不是一场突如其来的危机。自新冠疫情期间的供需失衡和超额下单风波后,汽车芯片行业就像一个负重前行的巨人,拖着沉重的库存包袱,在充满不确定性的...

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