法巴首次覆盖亚洲晶圆代工商:偏好台积电 看稳中芯国际

智通财经
16 Apr

智通财经APP获悉,法国巴黎银行发布研报称,首次对亚洲晶圆代工商——台积电(TSM.US)、中芯国际(00981)、联电(UMC.US)、华虹半导体(01347)——进行研究覆盖。该行亚洲科技分析师Alex Chang表示,其偏好台积电,原因是该公司技术领先,在N3/N4/N5节点上保持满负荷生产,且这一趋势将在2026年前持续延伸至N2节点的满负荷生产。而在中国大陆晶圆代工厂中,该分析师更偏好...

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