AI热潮重塑晶圆代工格局!瑞银:需求爆发推动先进制程扩产提速 成熟制程步入上行周期

智通财经
Sep 28
【AI热潮重塑晶圆代工格局!瑞银:需求爆发推动先进制程扩产提速 成熟制程步入上行周期】智通财经APP获悉,瑞银在近日发布的研报中指出,在晶圆代工市场,N2(2纳米)节点可服务市场规模(TAM)远超预期,A14(1.4纳米)扩产提速,成熟制程上行周期已经开启。

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