华泰 | SEMICON West:AI泡沫争议、台积电美厂与先进封装

华泰睿思
Oct 16

过去一周,我们参加了在美国凤凰城举办的SEMICON WEST半导体行业年会,与英伟达、Intel、应用材料、东京电子,iMEC, 日月光,Amkor等半导体行业核心企业以及美国投资人进行交流,并实地走访了建设中的台积电Arizona工厂和Intel工厂。通过本次论坛,我们看到:1)市场对全球AI是否已经泡沫化存在一定担忧,但总体保持乐观,Token用量强劲增长支撑AI投资信心;2)台积电美国建厂...

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