中芯国际赵海军:2025年下半年晶圆代可能会再打价格战!

半导体数据
13 Feb

汇集半导体行业资讯 技术前沿、发展趋势!中芯国际CEO赵海军在2024年2月12日的业绩说明电话会上,针对2025年公司运营前景表达了两大核心担忧,尤其聚焦于下半年的市场状况。赵海军指出,公司首要担忧的是2025年上半年的客户积极拉货行为可能导致库存积压问题。这种短期内的需求激增虽看似利好,但实则为后续市场埋下了隐患。进入下半年,这种隐患将逐渐显现,因为预期中的订单量可能会显著减少,形成鲜明的对比...

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