08/22/2024, 12:07 PM UTC
晶圆代工市场,中芯国际站稳全球第三!SMIC Stabilizes as the Third Largest Global Foundry
➀ 中芯国际连续两个季度保持全球晶圆代工市场第三的位置。➁ 2024年第二季度,全球晶圆代工市场营收环比增长约9%,主要受AI需求强劲推动。➂ 台积电以62%的市场份额领先,得益于AI加速器需求的持续增长。➃ 三星和联电的市场份额保持稳定,三星受益于智能手机库存的预建和补货。➄ 中国晶圆代工厂如中芯国际和华虹的复苏速度快于全球平均水平,得益于早期的库存调整和本地无晶圆厂客户的增加补货。➀ SMIC maintains its position as the third largest global foundry for two consecutive quarters. ➁ The global foundry market saw a 9% quarter-over-quarter revenue increase in Q2 2024, driven by strong AI demand. ➂ TSMC leads with a 62% market share, benefiting from significant AI accelerator demand. ➃ Samsung and UMC also show stable market shares, with Samsung seeing growth due to smartphone inventory replenishment. ➄ Chinese foundries like SMIC and HuaHong are recovering faster than the global average, benefiting from early inventory adjustments and increased local demand.
---
本文由大语言模型(LLM)生成,旨在为读者提供半导体新闻内容的知识扩展(Beta)。