COWOS,被看好

半导体芯闻
Sep 17

如果您希望可以时常见面,欢迎标星 收藏哦~来源:内容编译自technews。美系外资摩根士丹利(大摩)近期出具最新报告指出,甲骨文(Oracle)订单优于预期,其与博通( Broadcom )的财报进一步提振整体AI半导体市场情绪,因此维持台积电“加码”评级、并评为首选标的,也同步上调京元电目标价至188元。甲骨文的财报表现成为NVIDIA和AI相关供应链的利多催化剂,大摩预期2026年有2.8...

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