士丹利：HBM和CPU半导体取得进展
摩根史丹利·2024-05-29 02:00
更多资料加入知识星球：水木调研纪要关注公众号：水木纪要 Morgan Stanley RESEARCH May 28, 2024 05:51 AM GMT Tracking China's Semi Localization Asia Pacific Making progress in Al semis China HBM and CPU Key Takeaways China state-backed investment fund to accelerate its Al semi localization China national fund . China sets up third fund with Us$47.5 bn to boost semiconductor sector. China 2023 semiconductor self-sufficiency ratio only rose to 20% fell short of our previous expectation of 23%. Nevertheless, China has set up its third plann ...