×
img

晨星:2025年第二季度亚洲半导体制造业脉搏报告:AI资本支出2025年强劲2026年或放缓(英文版)

发布者:wx****c9
2025-07-09
753 KB 24 页
半导体
文件列表:
晨星:2025年第二季度亚洲半导体制造业脉搏报告:AI资本支出2025年强劲2026年或放缓(英文版).pdf
下载文档

Valuations of semiconductor manufacturers have declined as the timing and rate of US tariffs remain unclear, fueling fears about chip demand and deterring long-term investments, such as factory construction. The market seems cautious about cloud-service providers moderating their capital expenditures in 2026. The valuation of Chinese foundries faces additional headwinds, as the US has recently restricted access to design software. We view TSMC and GlobalWafers as best-in-class firms likely to


加载中...

本文档仅能预览20页

继续阅读请下载文档

网友评论>