中芯(00981.HK):受人工智能及汽车需求驱动 大众产品产能减少价格或将微升

阿斯达克财经
Feb 11

在中芯国际(00981.HK) 的财报电话会议中,中芯联席CEO赵海军表示,受人工智能(AI)、数据中心及本土汽车市场需求大幅增长的推动,市场格局正发生重大变化。赵海军指出,这些快速增长的领域带来额外的增量需求,对现有产能造成影响。他解释,由于AI和汽车相关需求的扩张,部分原本用于其他用途的产能被重新分配。同时,BCD技术的产能需求也在增加,加剧整体产能的紧张。此外,供应链中部分业界退出,也进一步...

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