(以下内容从中国银河《电子行业25年三季报总结:行业分化显著,AI与科技自立双主线清晰》研报附件原文摘录)核心观点半导体整体盈利能力提升:芯片设计板块维持了较高的景气度。从细分领域看,结构性增长特征明显。存储板块成为最大亮点,受AI算力需求驱动,HBM、DDR5等高端产品需求旺盛;SoC板块虽因短期因素承压,但AI终端应用的长期需求依然看好;模拟芯片则围绕低功耗技术与汽车电子、工业等领域的国产化...
Source Link(以下内容从中国银河《电子行业25年三季报总结:行业分化显著,AI与科技自立双主线清晰》研报附件原文摘录)核心观点半导体整体盈利能力提升:芯片设计板块维持了较高的景气度。从细分领域看,结构性增长特征明显。存储板块成为最大亮点,受AI算力需求驱动,HBM、DDR5等高端产品需求旺盛;SoC板块虽因短期因素承压,但AI终端应用的长期需求依然看好;模拟芯片则围绕低功耗技术与汽车电子、工业等领域的国产化...
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