BERNSTEIN-中国半导体：2024年回顾和2025年展望
-·2025-01-03 02:05
First Published: 02 Jan 2025 08:00 UTC Completion Date: 02 Jan 2025 07:52 UTC 2 January 2025 China Semiconductors China Semiconductors: 2024 review and 2025 outlook Qingyuan Lin, Ph.D. +852 2918 5759 qingyuan.lin@bernsteinsg.com Zheng Cui +852 2123 2694 zheng.cui@bernsteinsg.com Farewell 2024, hello 2025. We initiated at the beginning of the year with the thesis on domestic substitution, in this call we provide 2024 review and 2025 outlook for the sector. We expect China semis will continue to ride on the t ...