芯原股份戴伟民:穿越集成电路周期的法则 中国厂商迎来机会

21世纪经济报道
05 Aug 2022

FD-SOI是中国无晶圆厂半导体厂商“换道超车”的机会。 今年以来,消费类智能终端需求减弱,相关半导体市场也受到很大程度影响。 此前多年,以智能手机为代表的消费终端扛起了四成左右半导体需求,如今其走弱也令半导体行业显出走向阶段性周期拐点的趋势。 这已经体现在部分产业链厂商的业绩中。因此,在目前半导体供需结构性不平衡的新局面下,厂商如何跨越周期,同时继续推进先手技术研发落地显得尤为重要。 近日,...

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