当英伟达在三年内暴涨接近10倍,当台积电市值突破万亿美元大关,整个半导体产业链都沐浴在AI浪潮的荣光之中。然而,精明的投资者已经开始意识到:这场盛宴的下半场,可能属于那些被忽视的"幕后英雄"。2023-2024年,市场的聚光灯集中在前端制造——先进制程、EUV光刻机、晶圆代工成为关键词。但随着AI芯片对算力、带宽和功耗的要求指数级增长,一个曾经被视为"低技术含量"的环节正在重新定义游戏规则:先进...
Source Link当英伟达在三年内暴涨接近10倍,当台积电市值突破万亿美元大关,整个半导体产业链都沐浴在AI浪潮的荣光之中。然而,精明的投资者已经开始意识到:这场盛宴的下半场,可能属于那些被忽视的"幕后英雄"。2023-2024年,市场的聚光灯集中在前端制造——先进制程、EUV光刻机、晶圆代工成为关键词。但随着AI芯片对算力、带宽和功耗的要求指数级增长,一个曾经被视为"低技术含量"的环节正在重新定义游戏规则:先进...
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