开源证券：半导体行业下游需求正逐步回暖看好SoC、存储芯片、半导体设备等

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智通财经APP获悉，开源证券发布研究报告称，半导体行业下游需求正逐步回暖，叠加AI创新刺激终端升级，台股多个板块营收景气度已开始明显上升，2024年半导体销售额有望同比高增，晶圆代工环节，2024M6台积电营收同比维持增长，公司2024Q2实际累计营收6735.1亿新台币，同比+40.07%，环比+13.64%，超越预测区间上限。封测环节，日月光、力成2024M6营收同比持续改善。该行表示，看好...

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开源证券：半导体行业下游需求正逐步回暖 看好SoC、存储芯片、半导体设备等

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开源证券：半导体行业下游需求正逐步回暖看好SoC、存储芯片、半导体设备等