原本预估在复苏中的汽车芯片市场,在二季度再度显露出压力。近期德州仪器、意法半导体、安森美等国际芯片龙头相继发布财报,其中关于汽车芯片的表述都有所转变。与上一个季度有好转迹象不同,在第二季度,汽车芯片大厂业绩增速转而回落,为复苏进程蒙上一层阴影。这背后,是全球汽车产业链库存仍在调整过程中,大部分市场需求疲软,地缘政治等因素也在产生影响。当然与此同时,伴随今年全球整车厂都在积极试水Robotaxi、...
Source Link原本预估在复苏中的汽车芯片市场,在二季度再度显露出压力。近期德州仪器、意法半导体、安森美等国际芯片龙头相继发布财报,其中关于汽车芯片的表述都有所转变。与上一个季度有好转迹象不同,在第二季度,汽车芯片大厂业绩增速转而回落,为复苏进程蒙上一层阴影。这背后,是全球汽车产业链库存仍在调整过程中,大部分市场需求疲软,地缘政治等因素也在产生影响。当然与此同时,伴随今年全球整车厂都在积极试水Robotaxi、...
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