Morgan Stanley-Tracking China’s Semi Localization Making progress in AI se...-108419234

2024-06半导体芯片20免费

📄 文件全名: 《Morgan Stanley-Tracking China’s Semi Localization Making progress in AI se...-108419234.pdf》
🎯 适合读者: 战略规划行业研究员
📊 核心数据: China 2023 semiconductor self-sufficiency ratio only rose to 20% fell short
of our previous expectation of 23%. Nevertheless, China has set up its third
Outperformers: Hua Hong +28.2%; Sino Wealth +19.2%; Shanghai Fudan +11.7%;.
Underperformers: ACM Research -19.9%; VeriSilicon -12.1%; Starpower -11.5%.
🏷️ 核心议题: #DRAM

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报告摘要

May 28, 2024 05:51 AM GMT Tracking China’s Semi Localization | Asia Pacific Morgan Stanley Taiwan Limited+

❓ 常见问题

《Morgan Stanley-Tracking China’s Semi Localization Making progress in AI se...-108419234》主要包含哪些内容?

May 28, 2024 05:51 AM GMT Tracking China’s Semi Localization | Asia Pacific Morgan Stanley Taiwan Limited+核心数据:China 2023 semiconductor self-sufficiency ratio only rose to 20% fell short;of our previous expectation of 23%. Nevertheless, China has set up its third;Outperformers: Hua Hong +28.2%; Sino Wealth +19.2%; Shanghai Fudan +11.7%;.。

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覆盖 2024 年,全文约 20。

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适合战略规划、行业研究员等读者参考。

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重点分析了DRAM等议题。