中信证券：华为提出“韬定律” 关注半导体工艺发展新方向_老虎社区_美港股上老虎

中信证券：华为提出“韬定律” 关注半导体工艺发展新方向

智通财经05-26

【中信证券：华为提出“韬定律” 关注半导体工艺发展新方向】中信证券研报指出，华为通过“韬定律”的指导原则，充分发挥了国内在3D集成、先进封装、芯片设计制造协同优化、光通信等领域的技术能力，以系统拓扑结构的优化和迭代弥补短期制程节点的差距，中国半导体产业有望迎来换道加速发展机会。从“韬定律”的指导原则延伸开来，未来五年左右半导体产业重要的变化可能包括以下几方面：1）超细间距混合键合工艺和TSV工艺...

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