今年以来受通膨、升息等影响,终端需求大幅降温,半导体景气随之反转向下,不过,台积电、联电、力积电等台湾三大晶圆代工指标厂,不约而同看好来自终端产品半导体含量提升,以及车用与 5G 等应用蓬勃发展,将带旺中长期需求。
分析师:台积电别硬撑了
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