中国半导体：2025 年回顾与 2026 年展望-China Semiconductors 2025 Review and 2026 Outlook
2026-01-08 02:43
China Semiconductors: 2025 Review and 2026 Outlook Qingyuan Lin, Ph.D. +852 2123 2654 qingyuan.lin@bernsteinsg.com Zheng Cui +852 2123 2694 zheng.cui@bernsteinsg.com Francis Ma +852 2123 2626 francis.ma@bernsteinsg.com Farewell 2025, hello 2026. As we wrap up the second year of our China Semiconductors sector coverage, we are publishing this call to look-back at our published views during the year, review what worked and what didn't, and summarize our outlook for 2026. Top picks: NAURA/AMEC, Cambricon, Hori ...