《大行》高盛:本土化及AI需求驱动中国半导体行业发展

阿斯达克财经
Yesterday

高盛发表研究报告指,日前于上海及北京就AI发展进行考察,先后拜访多间半导体公司的管理层,并参观厂房,涵盖设备、代工/封测、无晶圆厂、GPU、GaN及EDA等领域,认为受生成式AI及本地需求带动,内存及先进逻辑供应商的资本开支加速增长,预期中国半导体行业的资本开支于2026至2030年将录得介乎10%至15%的增幅,至2030年达820亿美元。该行又指,上游组件及材料供应紧张。导体制程设备(SPE)...

Source Link

Disclaimer: 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.

Most Discussed

  1. 1
     
     
     
     
  2. 2
     
     
     
     
  3. 3
     
     
     
     
  4. 4
     
     
     
     
  5. 5
     
     
     
     
  6. 6
     
     
     
     
  7. 7
     
     
     
     
  8. 8
     
     
     
     
  9. 9
     
     
     
     
  10. 10