macro1 min
通用芯片需求激增带动晶圆代工股反弹，UMC一个月涨62%
发布: · 来源: mk.co.kr
一句$话总结: AI数据中心投资扩大，不仅推高先进制程需求，也带动通用半导体需求回升，台湾UMC和美国格芯等晶圆代工股一个月内同步反弹。
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随着AI数据中心投资扩大，需求不只集中在先进制程，也快速延伸至通用半导体。此前市场关注点主要放在由台积电和三星主导的先进芯片，但近期旧制程和通用制程产品订单恢复，带动晶圆代工厂产能利用率改善预期升温。股价也随之反应。台湾UMC股价一个月内上涨62%，美国GlobalFoundries上涨50%。市场正关注AI基础设施扩张是否继续带动更广泛的半导体需求。来源: mk.co.kr
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