摩根大通将其对台积电CoWoS先进封装技术在未来两年的消费预期分别下调了7%和3%,理由是来自亚马逊自研AI芯片的需求减少,以及基于宏观经济的不确定性。摩根大通预测,受关税和全球经济放缓的影响,台积电管理层可能将2025财年的收入增长指引从约25%下调至20%左右。受特朗普关税和全球经济放缓预期的影响,摩根大通小幅下调了台积电CoWoS的需求预测。当地时间周三,摩根大通的Gokul ...
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