日本芯片冰火两重天:AI订单爆棚,汽车芯片却陷寒冬!

Ai&芯片那点事儿
Nov 18, 2025

在人工智能热潮带动下,日本科技业本季财报表现优出预期,AI数据中心需求暴增,促使芯片制造商与设备供货商纷纷上修展望。反观车用半导体市场,表现低迷且面临巨大压力。MSCI日本信息科技指数中多数公司都已公布财报,超过四分之三的公司表现优于分析师预期,这个比例在更广泛的MSCI日本指数中算是前段班。根据彭博社汇编的数据,该指数整体利润成长了35%,其中爱德万测试(Advantes)是最大的贡献者之一。...

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