AI与消费电子双轮驱动!晶圆代工双雄Q3净利大增四成,Q4业绩稳了

电子发烧友
Nov 16

电子发烧友原创 章鹰2025年,人工智能(AI)、汽车以及消费电子领域对先进芯片的需求不断增长,正是这一趋势推动了晶圆代工市场的持续发展。TrendForce 最新调查显示,下半年因美国半导体关税尚未实施,以及 IC 厂库存水位偏低、智慧手机进入销售旺季,加上 AI 需求持续强等因素,晶圆代工厂产能利用率并未如预期下修,晶圆厂第三季表现可能更胜预期。截止11月13日,全球晶圆代工大厂台积电、联电、...

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