半导体与电子元件_设备端 AI 芯片结构性升级周期未改-Semiconductors and Electronic Components Equipment AI chip structural upgrade cycle intact

Flash | 31 Mar 2026 07:17:14 ET │ 8 pages Taiwan Semiconductors and Electronic Components & Equipment AI chip structural upgrade cycle intact CITI'S TAKE Companies Mentioned: ASE Technology Holding (3711.TW; NT$328.5; 1; 31 Mar 26; 13:30) | King Yuan Electronics Co (2449.TW; NT$261.0; 1; 31 Mar 26; 13:30) | NVIDIA Corp (NVDA.O; US$165.17; 1; 30 Mar 26; 16:00) | TSMC (2330.TW; NT$1760.0; 1; 31 Mar 26; 13:30) | Unimicron (3037.TW; NT$444.5; 1; 31 Mar 26; 13:30) | WinWay Technology (6515.TW; NT$7150.0; 1H; 31 ...