电子行业周报:先进制程产能需求持续走高 关注头部代工厂产能扩张进程

上海证券
22 hours ago

市场行情回顾过去一周(11.10-11.14),SW 电子指数下跌4.77%,板块整体跑输沪深300 指数3.68 个百分点,从六大子板块来看,光学光电子、其他电子Ⅱ、电子化学品Ⅱ、半导体、消费电子、元件涨跌幅分别为-1.25%、-2.29%、-2.44%、-3.97%、-6.18%、-9.25%。核心观点先进制程产能需求持续走高,台积电3nm 产能供不应求。11 月11日,据台媒《工商时报》报道...

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