在硅周期下行的影响下,半导体行业的冬天来得早了一些。近期,半导体巨头纷纷发布2022年第三季度财报。整体来看,以超威半导体、英特尔为代表的芯片设计厂商业绩几乎都不及预期。即便是台积电、三星电子这样的晶圆制造巨头也受到波及,阿斯麦公司、泛林半导体这类的设备厂商由于收到下游需求变化的传导较慢,所受影响较小。这些公司分布在半导体产业链的不同环节,但在本季度的财报或是电话会议中,他们几乎都下调了明年的资本...
Source Link虎嗅2022-11-04
在硅周期下行的影响下,半导体行业的冬天来得早了一些。近期,半导体巨头纷纷发布2022年第三季度财报。整体来看,以超威半导体、英特尔为代表的芯片设计厂商业绩几乎都不及预期。即便是台积电、三星电子这样的晶圆制造巨头也受到波及,阿斯麦公司、泛林半导体这类的设备厂商由于收到下游需求变化的传导较慢,所受影响较小。这些公司分布在半导体产业链的不同环节,但在本季度的财报或是电话会议中,他们几乎都下调了明年的资本...
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