AI强驱动IC回温晶圆代工厂第1季可望“淡季不淡”

爱集微02-09

第1季为晶圆代工厂传统营运淡季，今年受惠人工智能（AI）需求强劲，加上面板驱动IC需求回温，包括台积电等晶圆代工厂第1季营运表现可望淡季不淡，联电第1季晶圆出货量可望持平，台积电季营收将季增4%。晶圆代工龙头厂台积电在AI相关应用对先进制程需求强劲驱动下，2026年第1季营收可望达到346亿至358亿美元，将创下历史新高，季增4%，并是第1季业绩表现较佳的晶圆代工厂。世界先进在服务器电源管理芯片...

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AI强驱动IC回温 晶圆代工厂第1季可望“淡季不淡”

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AI强驱动IC回温晶圆代工厂第1季可望“淡季不淡”