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From a professional analyst's perspective, the global semiconductor market is strongly driven by surge in artificial intelligence and cloud computing, boosting high-performance chips and optical...
AI and data centers drive record IC sales. Despite mobile risks from higher memory costs, custom chips and network upgrades ensure future growth.
Benefiting from demand for AI data centers and devices, operations show strong recovery momentum. However, geopolitical risks and high inflation may raise supply chain costs, weakening consumer power...
中國本土需求推升八吋晶圓代工產能利用率至滿載,帶動漲價與擴產規劃。客戶為確保先進製程產能,正深化與特定代工廠的合作,同時地緣政治因素也促使供應鏈重組。
The semiconductor market is expected to keep growing, driven by industrial automation, AI, and edge computing. The industrial sector relies on mature processes, with Chinese manufacturers expanding ma...
根據全球市場研究機構集邦科技TrendForce調查顯示,2023年供應鏈面臨總體經濟風險與庫存修正挑戰...
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