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01.\u6c7d\u8f66\u82af\u7247\u57282024\u5e74\u524d\u4ecd\u5c06\u4f9b\u4e0d\u5e94\u6c42<\/strong><\/p> <\/p> 2022\u5e7412\u67088\u65e5\uff0c\u6c7d\u8f66\u4f9b\u5e94\u94fe\u4e1a\u5185\u4eba\u58eb\u8868\u793a\uff0c\u867d\u7136\u8fd1\u671f\u8f66\u7528\u82af\u7247\u4f9b\u5e94\u6709\u6240\u6539\u5584\uff0c\u4f46\u77ed\u7f3a\u95ee\u9898\u57282024\u5e74\u4e4b\u524d\u4e0d\u592a\u53ef\u80fd\u5f97\u5230\u5f7b\u5e95\u89e3\u51b3\uff0c\u56e0\u4e3a\u4f9b\u5e94\u91cf\u7684\u589e\u52a0\u8ddf\u4e0d\u4e0a\u9700\u6c42\u7684\u5feb\u901f\u589e\u957f.<\/p> <\/p> 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\u6d88\u606f\u4eba\u58eb\u6307\u51fa\uff0c\u5982\u679c\u4e00\u5bb6\u4ee3\u5de5\u5382\u5df2\u7ecf\u901a\u8fc7\u6c7d\u8f66\u5ba2\u6237\u7684\u9a8c\u8bc1\uff0c\u81f3\u5c11\u9700\u8981\u516d\u4e2a\u6708\u7684\u65f6\u95f4\u624d\u80fd\u5c06\u5176\u5de5\u827a\u80fd\u529b\u8f6c\u5316\u4e3a\u5236\u9020\u6c7d\u8f66\u82af\u7247\u3002\u5bf9\u4e8e\u8f66\u7528\u82af\u7247\u751f\u4ea7\u5c1a\u672a\u9a8c\u8bc1\u7684\u5236\u7a0b\u80fd\u529b\uff0c\u9700\u89812~3\u5e74\u65f6\u95f4\u624d\u80fd\u5b8c\u6210\u9a8c\u8bc1\u3002\u56e0\u6b64\uff0c\u4ece\u4ea7\u80fd\u6269\u5f20\u4e0a\u89e3\u51b3\u8f66\u7528\u82af\u7247\u77ed\u7f3a\u7684\u95ee\u9898\u8fd8\u9700\u8981\u66f4\u957f\u7684\u65f6\u95f4\u3002<\/p> <\/p> 02.GlobalWafers\uff1a\u5c0f\u5c3a\u5bf8\u7845\u7247\u9700\u6c42\u4e0b\u964d<\/strong><\/p> <\/p> 2022\u5e7412\u67089\u65e5\uff0c\u6839\u636e\u7845\u6676\u5706\u5236\u9020\u5546GlobalWafers\u8fd1\u65e5\u516c\u5e03\u7684\u4e1a\u7ee9\uff0c\u8be5\u516c\u53f811\u6708\u5b9e\u73b0\u8425\u653660.46\u4ebf\u5143\uff0c\u73af\u6bd4\u4e0b\u964d3.96%\uff0c\u540c\u6bd4\u589e\u957f10.12%\u3002\u5e74\u3002\u999611\u4e2a\u6708\u7d2f\u8ba1\u8425\u6536\u4e3a\u65b0\u53f0\u5e01642.39\u4ebf\u5143\uff0c\u540c\u6bd4\u589e\u957f15.06%\u3002<\/p> <\/p> GlobalWafers\u6307\u51fa\uff0c\u968f\u7740\u534a\u5bfc\u4f53\u884c\u4e1a\u6301\u7eed\u4e0b\u6ed1\uff0c\u8bb8\u591a\u5ba2\u6237\u8c03\u6574\u4e86\u8d44\u672c\u652f\u51fa\u3002\u53d7\u901a\u80c0\u4e0a\u5347\u548c\u6d88\u8d39\u8005\u4fe1\u5fc3\u6301\u7eed\u4e0b\u6ed1\u7684\u5f71\u54cd\uff0c\u6d88\u8d39\u7535\u5b50\u4ea7\u54c1\u9700\u6c42\u75b2\u8f6f\u3002<\/p> <\/p> 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Developpement\u8868\u793a\uff0c\u5728\u7535\u6c14\u5316\u3001\u667a\u80fd\u5ea7\u8231\u548cADAS\u7684\u63a8\u52a8\u4e0b\uff0c\u6c7d\u8f66\u662f\u589e\u957f\u6700\u5feb\u7684\u5b58\u50a8\u5668\u7ec6\u5206\u5e02\u573a\uff0c2021\u5e74\u81f32027\u5e74\u7684\u590d\u5408\u5e74\u589e\u957f\u7387\u4e3a20%\u3002<\/p> <\/p> Micron\u4ee5\u7ea645%\u7684\u5e02\u573a\u4efd\u989d\u9886\u5148\u3002\u4e09\u661f\u4ee5\u5927\u7ea613%\u7684\u5e02\u573a\u4efd\u989d\u8fdc\u8fdc\u843d\u540e\u4e8e\u7b2c\u4e8c\u540d\u3002\u7136\u540e\uff0c\u82f1\u98de\u51cc\u3001Kioxia\u3001SK\u6d77\u529b\u58eb\u3001ISSI\u90fd\u6392\u5728\u4e09\u661f\u4e4b\u540e\uff0c\u5e02\u573a\u4efd\u989d\u22647%\u3002<\/p> <\/p> 04.TSMC\u5728\u7f8e\u6295\u8d44\u589e\u52a0\u4e24\u500d\u81f3400\u4ebf\u7f8e\u5143<\/strong><\/p> <\/p> \u53f0\u79ef\u75356\u65e5\u5ba3\u5e03\uff0c\u5176\u7f8e\u56fd\u4e9a\u5229\u6851\u90a3\u5dde\u6676\u5706\u5382\u5f00\u59cb\u5174\u5efa\u7b2c\u4e8c\u671f\u5de5\u7a0b\uff0c\u9884\u8ba1\u4e8e2026\u5e74\u5f00\u59cb\u751f\u4ea73\u7eb3\u7c73\u5236\u7a0b\u6280\u672f\uff0c\u8be5\u5382\u76ee\u524d\u5174\u5efa\u4e2d\u7684\u7b2c\u4e00\u671f\u5de5\u7a0b\u9884\u8ba1\u4e8e2024\u5e74\u5f00\u59cb\u751f\u4ea74\u7eb3\u7c73\u5236\u7a0b\u6280\u672f\uff0c\u4e24\u671f\u5de5\u7a0b\u603b\u6295\u8d44\u91d1\u989d\u7ea6\u4e3a400\u4ebf\u7f8e\u5143\u3002<\/p> <\/p> 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<\/p> \u7136\u800c\uff0c\u7b2c\u4e8c\u5927\u7eaf\u82af\u7247\u4ee3\u5de5\u5382\u8054\u534e\u7535\u5b5011\u6708\u7684\u9500\u552e\u6536\u5165\u73af\u6bd4\u4e0b\u964d\uff0c\u5e74\u589e\u957f\u7387\u4e3a14.7%\uff0c\u8f83\u524d\u5341\u4e2a\u6708\u5927\u5e45\u4e0b\u964d\u3002\u8fd9\u8868\u660eUMC\u5f00\u59cb\u611f\u53d7\u5230\u505c\u4ea7\u548c\u4ea7\u80fd\u5229\u7528\u7387\u4e0b\u964d\u7684\u5f71\u54cd\u3002<\/p> <\/p> \u4f46\u53f0\u79ef\u7535\u7684\u9500\u552e\u989d\u7ee7\u7eed\u589e\u957f\uff0c\u5e76\u63a8\u52a8\u516c\u53f8\u5b9e\u73b0\u521b\u7eaa\u5f55\u7684\u589e\u957f\u3002\u53f0\u79ef\u75352022\u5e7411\u6708\u7684\u51c0\u6536\u5165\u7ea6\u4e3a\u65b0\u53f0\u5e012227.1\u4ebf\u5143\uff08\u7ea6\u540872.7\u4ebf\u7f8e\u5143\u3002\u8fd9\u6bd42022\u5e7410\u6708\u73af\u6bd4\u589e\u957f5.9%\uff0c\u6bd42021\u5e7411\u6708\u589e\u957f50.2%\u3002<\/p> <\/p> 07.\u82f1\u7279\u5c14\u9884\u6d4b\u5ba2\u6237\u5e93\u5b58\u6d88\u5316\u5c06\u6301\u7eed\u52302023\u5e74<\/strong><\/p> <\/p> 2022\u5e7412\u67087\u65e5,\u636e\u62a5\u9053\uff0c\u82f1\u7279\u5c14CFO David Zinner\u5728\u6700\u8fd1\u7684\u4e00\u6b21\u91c7\u8bbf\u4e2d\u63d0\u5230\uff0c\u5ba2\u6237\u7684\u5e93\u5b58\u6d88\u5316\u53ef\u80fd\u4e0d\u4f1a\u5728\u4eca\u5e74\u5e74\u5e95\u7ed3\u675f\uff0c\u53ef\u80fd\u4f1a\u6301\u7eed\u52302023\u5e74\u3002<\/p> <\/p> Zinner\u6307\u51fa\uff0c\u9274\u4e8e\u5168\u7403\u7ecf\u6d4e\u4f4e\u8ff7\uff0c\u82f1\u7279\u5c14\u4e0d\u786e\u5b9a\u534a\u5bfc\u4f53\u884c\u4e1a\u80fd\u5426\u57282023\u5e74\u7b2c\u4e00\u5b63\u5ea6\u590d\u82cf\u3002\u82f1\u7279\u5c14\u4ecd\u5728\u5e94\u5bf9\u5ba2\u6237\u7684\u5e93\u5b58\u6d88\u5316\uff0c\u8fd9\u53ef\u80fd\u4e0d\u4f1a\u5728\u4eca\u5e74\u5e74\u5e95\u7ed3\u675f\uff0c\u4f46\u4f1a\u6301\u7eed\u5230\u660e\u5e74\u3002<\/p> <\/p> \u6839\u636e Zinner\u7684\u58f0\u660e\uff0c\u5206\u6790\u5e08\u8ba4\u4e3a\uff0c\u82f1\u7279\u5c14\u660e\u5e74\u7b2c\u4e00\u5b63\u5ea6\u7684\u4e1a\u7ee9\u53ef\u80fd\u6bd4\u9884\u671f\u4f4e5%\u5de6\u53f3\uff0c\u5176\u6bdb\u5229\u7387\u548c\u5229\u6da6\u53ef\u80fd\u4f4e\u4e8e\u9884\u671f\u3002<\/p> <\/p>","protected":false},"excerpt":{"rendered":"\u6c7d\u8f66\u82af\u7247\u57282024\u5e74\u524d\u4ecd\u5c06\u4f9b\u4e0d\u5e94\u6c42\uff1bIC\u53bb\u5e93\u5b58\u5316\u5c06\u6301\u7eed\u52302023\u5e74\uff1b\u4ee3\u5de5\u5382\u65e0\u60e7\u82af\u7247\u5e02\u573a\u4f4e\u8ff7\uff1bGlobalWafers\uff1a\u5c0f\u5c3a\u5bf8\u7845\u7247\u9700\u6c42\u4e0b\u964d\uff1b\u6c7d\u8f66\u5185\u5b58\u5e02\u573a\u4ee520% CAGR\u589e\u957f...","protected":false},"author":1,"featured_media":1794,"comment_status":"open","ping_status":"open","sticky":false,"template":"","format":"standard","meta":{"inline_featured_image":false,"footnotes":""},"categories":[7],"tags":[],"class_list":["post-1793","post","type-post","status-publish","format-standard","has-post-thumbnail","hentry","category-news"],"yoast_head":"\n