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...
Source Link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...
Source LinkDisclaimer: Investing carries risk. This is not financial advice. The above content should not be regarded as an offer, recommendation, or solicitation on acquiring or disposing of any financial products, any associated discussions, comments, or posts by author or other users should not be considered as such either. It is solely for general information purpose only, which does not consider your own investment objectives, financial situations or needs. TTM assumes no responsibility or warranty for the accuracy and completeness of the information, investors should do their own research and may seek professional advice before investing.