先探投資週刊2129期

· 財金文化事業股份有限公司
Ebook
100
Pages

About this ebook

隨著ADAS、電動化與自動駕駛滲透率拉升,帶動MCU、功率元件、CIS等車用半導體占每台車成本比重同步攀高。


然而,長期以來,全球65%車用半導體掌握在英飛凌、NXP、STM、On Semi與瑞薩等前十大IDM廠商手中,如今因疫情關係,造成產能供應嚴重吃緊,不得不趕緊向台積電、聯電、世界先進等尋求救援,其他像是CIS封測、中高壓二極體或MOSFET廠商也可望受惠委外釋單效應。


本期2129期的《先探投資週刊》有完整分析。 

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