瑞银:背靠台积电大树 ASM核心业务驶入增长快车道

格隆汇
Jan 06

格隆汇1月6日|瑞银分析师在报告中指出,投资者并未准确评估ASM International对台积电(TSM.N)的高度敞口所带来的价值。分析师表示,随着台积电加大对晶圆制造的投资(瑞银预计2026年将同比增长21%),ASMI将从中受益。他们补充称,ASM代工和逻辑业务的收入增长将快于预期,而人工智能存储需求的增长也未得到投资者的充分重视。受此影响,ASM股价上涨4.7%,表现优于欧洲半导体同行...

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