12/06/2024, 06:23 AM UTC
2024年第三季度晶圆厂收入增长27%：AI需求推动行业增长，成熟节点竞争加剧Q3 foundry revenues up 27% y-o-y
➀ 2024年第三季度晶圆厂收入同比增长27%，主要得益于强劲的AI需求和中国的复苏；➁ 台积电表现超出预期，先进节点利用率高；➂ 非AI半导体复苏缓慢，预计到2025年成熟节点晶圆厂竞争将加剧。➀ The foundry revenue grew 27% YoY and 11% QoQ in Q3 2024, driven by strong AI demand and China's recovery; ➁ TSMC's performance exceeded expectations with high utilization rates at leading-edge nodes; ➃ The recovery of non-AI semiconductors remained slow, and mature-node foundry competition is expected to intensify in 2025.---
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