（以下内容从上海证券《电子行业周报：HBM产能供给持续紧张，台积电2nm工艺有望于2025H2进入量产》研报附件原文摘录）核心观点市场行情回顾过去一周（03.31-04.03），SW电子指数下跌2.71%，板块整体跑输沪深300指数1.34个百分点，从六大子板块来看，半导体、电子化学品Ⅱ、其他电子Ⅱ、光学光电子、元件、消费电子涨跌幅分别为-0.59%、-0.99%、-1.67%、-1.98%、-...
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