东吴证券：AI需求带动设备供应链先进制程持续扩产

E公司2025-07-21

人民财讯7月21日电，东吴证券研报表示，AI需求带动设备供应链，先进制程持续扩产。过去训练卡基本为英伟达独供，对应所需要的3D堆叠等先进工艺都由台积电进行代工；而推理卡不一定需要3—5nm的先进工艺，在国产12nm工艺平台上也有很强性价比，目前国内IC设计公司天数智芯、沐曦、燧原、登临等企业已经着手将推理卡移植在国产供应链，例如盛合晶微、中芯国际等，相关的国产供应链如先进封装等有望受益。从先进逻辑...

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东吴证券：AI需求带动设备供应链 先进制程持续扩产

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东吴证券：AI需求带动设备供应链先进制程持续扩产