彭博：中国产能扩张步伐过快 面临产能过剩风险
彭博行业研究·2024-10-29 02:34
Foundry Market Set for 2025 Recovery Jake Silverman 团队: 科技 BI⾏业分析师 Kunjan Sobhani 团队: 科技 BI资深⾏业分析师 GlobalFoundries Is Benefiting From a Cyclical Chip Recovery (彭博⾏业研究) -- GlobalFoundries should benefit from a cyclical recovery for smartphones, Internet of Things and automotive chips as demand stabilizes and utilization improves from recent lows. Strong customer relationships through single-sourced business and repeated process-technology innovation could help assuage concerns of aggressive Chinese foundry c ...