半导体封装行业更新 - 我们上调中期增长预测-Semiconductor packaging industry update - We raise medium-term growth forecasts
2025-10-31 00:59
EQUITY: JAPAN ELECTRONIC PARTS Semiconductor packaging industry update We raise medium-term growth forecasts We expect proactive capex in AI data centers and also raise forecasts for demand for Intel's EMIB-T Jul–Sep industry trends: Shipments of Blackwell packages move into full swing Shipments of packages for Nvidia's Blackwell processors look to have ramped up to consistent levels in FY25 Q2 (Jul–Sep 2025). Average monthly shipment value increased from ¥18.2bn in Apr–Jun to ¥19.2bn in Jul–Aug. Meanwhile, ...