AMD强劲增长护航,先进封装技术赋能长期发展

东方财富
Sep 01, 2025

通富微电(002156)投资要点抓住行业复苏势头,大客户业务强劲增长为公司营收规模提供有力保障。2025H1,全球半导体市场呈现“技术驱动增长、区域分化加剧”特征。AI芯片与存储芯片成为核心增长点,美洲市场增速25%领跑全球,中国及亚太地区受益于AI终端渗透率突破18%,贡献全球35%增量需求。随着手机芯片、汽车芯片国产化进程加快,家电等国补政策持续利好,公司紧抓机遇,在手机、家电、车载等众多...

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