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通用半导体需求激增带动代工股反弹，UMC一个月涨62%
发布: · 来源: mk.co.kr
一句$话总结: 随着AI数据中心投资扩大，需求不只集中在先进制程，也快速流向通用半导体，台湾UMC和美国格芯股价一个月内大幅上涨。
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受AI数据中心投资扩大带动，半导体需求正从台积电、三星等先进制程领域扩散至通用半导体，代工股因此同步反弹。原文称，曾被视为旧型半导体的通用芯片需求快速增加，相关工厂出现满负荷运转的趋势。台湾UMC股价一个月内上涨62%，美国GlobalFoundries也上涨50%。这显示AI基础设施投资不仅推高先进芯片需求，也带动多种通用半导体需求。未来代工行业的业绩和股价走势，预计将受到通用半导体需求能否持续的影响。来源: mk.co.kr
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