【编者按】本文深度解析全球半导体设备行业的现状与风向,揭示其在AI革命热潮与地缘政治冷流之间的复杂博弈。文章通过剖析主要设备商财报,指出尽管AI需求强劲,但对华出口限制正形成显著逆风。同时,后端测试与先进封装设备异军突起,存储芯片投资却显不足。旨在为读者呈现设备市场这一“产业风向标”背后的真实图景,洞察算力竞赛的底层逻辑与未来风险。尽管面临挑战且近期收入出现下滑,顶级半导体工具公司的业务仍实现了...
Source Link【编者按】本文深度解析全球半导体设备行业的现状与风向,揭示其在AI革命热潮与地缘政治冷流之间的复杂博弈。文章通过剖析主要设备商财报,指出尽管AI需求强劲,但对华出口限制正形成显著逆风。同时,后端测试与先进封装设备异军突起,存储芯片投资却显不足。旨在为读者呈现设备市场这一“产业风向标”背后的真实图景,洞察算力竞赛的底层逻辑与未来风险。尽管面临挑战且近期收入出现下滑,顶级半导体工具公司的业务仍实现了...
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