每周观察 | 2024年全球前十大封测厂营收排名；2024年SiC衬底营收年减9%；云端巨头自研ASIC进程…

Group 1: SiC Substrate Market - The global N-type SiC substrate market is projected to experience a revenue decline of 9% in 2024, amounting to $1.04 billion, due to weakened demand in the automotive and industrial sectors, alongside intensified market competition and significant price drops [1] Group 2: Semiconductor Packaging and Testing Market - The combined revenue of the top ten semiconductor packaging and testing companies is expected to reach $41.56 billion in 2024, reflecting a year-on-year growth of 3% [4] - ASE Holdings and Amkor maintain their leading positions, while companies like JCET and Tianshui Huatian are experiencing double-digit growth, posing strong challenges to the existing market structure [4][5] Group 3: AI Chip Development - The demand for AI servers is accelerating the self-research of ASIC chips among major North American cloud service providers, with new versions expected to be released every 1-2 years [6] - The proportion of AI chips sourced from foreign suppliers like NVIDIA and AMD in the Chinese market is anticipated to decrease from approximately 63% in 2024 to about 42% in 2025, while local suppliers are expected to increase their share to 40% under government policy support [6]