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05 Dec 2023
45m
290.【台股美股提款機】AMAT 季報:成熟邏輯設備觸頂;先進製程、記憶體設備需求明年復甦
財報狗 - 掌握台股美股時事議題
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半導體設備產業明年可能出現衰退,尤其是中國和邏輯成熟製程設備領域。不過,記憶體設備和先進製程設備的需求可能會回溫。記憶體設備方面,明年產值預計會增長,尤其是NAND Flash設備,成長幅度可能超過50%。先進製程設備方面,由於臺積電等客戶的需求增加,明年產能利用率可能會回升。
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