从财报数据说差距:我们说的国产化替代之路究竟有多远

与非网
Nov 11

财报是公司的重要语言,能够为我们在信息满天飞的时代下,进行第一轮的真假鉴别。基于各公司2024年财务报表,就数据进行横向对比,直观了解国内外主要晶圆代工厂的差别。由于三星晶圆代工模式为IDM模式(设计+制造+封测全全包),数据统计口径不一致,因为,本文仅统计foundry模式下,国内外主要的晶圆代工厂的主要财务数据,包括台积电,联电,格芯,中芯国际,华虹半导体,晶合计集成:国内外晶圆代工厂主要...

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