里昂发表研究报告指,在日前举行的第33届投资者论坛上,投资者及企业认为中国晶圆代工、半导体设备及AI计算芯片整体需求动能仍然稳健,本地晶圆代工厂持续扩产,其中华虹宏力(01347.HK) 预期至今年底平均晶圆价格将上升10%至15%,明年将进一步提价。里昂引述半导体设备商中微公司(688012.SH) 及拓荆科技(688072.SH) 等,表示对订单增长持正面看法,并已采取多种措施来缓解上游零部件...
Source Link里昂发表研究报告指,在日前举行的第33届投资者论坛上,投资者及企业认为中国晶圆代工、半导体设备及AI计算芯片整体需求动能仍然稳健,本地晶圆代工厂持续扩产,其中华虹宏力(01347.HK) 预期至今年底平均晶圆价格将上升10%至15%,明年将进一步提价。里昂引述半导体设备商中微公司(688012.SH) 及拓荆科技(688072.SH) 等,表示对订单增长持正面看法,并已采取多种措施来缓解上游零部件...
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