市值突破2000亿,华虹半导体凭“落后”赢了!

尺度商业
Feb 13

文 | 董武英近一年来,AI行业快速发展带动半导体产品需求激增,这进一步带动了资本市场对晶圆代工厂的发展预期。在全球前十大晶圆代工厂中,股价涨幅最高的不是工艺最先进的台积电,也不是存储行业龙头三星电子,而是一家国内以“落后制程”著称的晶圆代工厂。这家企业正是华虹半导体(华虹公司),制程工艺远远落后于台积电等龙头,但凭借成熟制程和特色工艺,它不仅成为全球第六大晶圆代工厂,也成为自2025年以来股价...

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