研调机构集邦科技(TrendForce)昨(15)日发布最新报告指出,因美国半导体关税尚未实施,以及IC厂库存水位偏低、智能手机进入销售旺季,加上AI需求持续强,下半年晶圆代工厂产能利用率并未如预期下修,部分业者本季表现更将优于第3季,并已引发零星厂商酝酿涨价,显示半导体供应链暂时脱离库存修正周期。集邦指出,关税政策悬而未决,总体经济不确定性持续存在,而消费性产品缺乏创新应用、换机周期延长等因素,...
Source Link研调机构集邦科技(TrendForce)昨(15)日发布最新报告指出,因美国半导体关税尚未实施,以及IC厂库存水位偏低、智能手机进入销售旺季,加上AI需求持续强,下半年晶圆代工厂产能利用率并未如预期下修,部分业者本季表现更将优于第3季,并已引发零星厂商酝酿涨价,显示半导体供应链暂时脱离库存修正周期。集邦指出,关税政策悬而未决,总体经济不确定性持续存在,而消费性产品缺乏创新应用、换机周期延长等因素,...
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