消费电子、AIGC驱动算力需求复苏半导体表现有所回暖。

2023-04-12

消息面上，华虹近日发布年度业绩，全年实现收入24.8亿美元，同比增长51.8%；归母净利润4.50亿美元，同比增长72.1%。交银国际预计公司业绩将会持续增长。据悉，公司新增3万片月产能预计将在23年3季度逐步释放，并在4季度之前实现完全满产。

市场人士表示，消费电子对芯片的需求超过芯片总需求的60%，随着消费电子需求的日渐复苏，半导体板块表现也有所回暖。最近ChatGPT热度席卷全球，ChatGPT有望率先在AIGC领域落地，这将进一步推动人工智能产业化由软件向硬件切换。

$华虹半导体(01347)$ $中芯国际(00981)$ $晶门半导体(02878)$

修改于：2023-04-13

2023年市场展望

聚焦2023年市场，2023年有哪些投资机会？

免责声明：上述内容仅代表发帖人个人观点，不构成本平台的任何投资建议。

精彩评论

我也不着急
2023-04-12
我也不着急
长期看好电子消费的发展。
辛德瑞拉的眼泪
2023-04-12
辛德瑞拉的眼泪
华虹整体业绩感觉不错啊、
冲向外太空
2023-04-12
冲向外太空
人工智能带动电子消费的上涨。

发表看法

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消费电子、AIGC驱动算力需求复苏 半导体表现有所回暖。

精彩评论

消费电子、AIGC驱动算力需求复苏半导体表现有所回暖。