大摩：中国先进封装2029年达千亿设备商优于封测厂

格隆汇09-17 15:38

摩根士丹利发布研报称，中国先进封装仍是AI驱动的长期成长赛道，但行业规模增长与封测厂利润增长之间存在分化。封测厂盈利取决于产能能否被填满，设备商收入则取决于产能是否在建，因此偏好设备商多于封测厂，封测环节则优选份额提升者。

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大摩：中国先进封装2029年达千亿 设备商优于封测厂

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大摩：中国先进封装2029年达千亿设备商优于封测厂