聚焦伯恩斯坦_全球半导体与硬件:中国智能手机追踪(4月):中端市场压力蔓延,涨价面临阻力。We rate MediaTek Outperform (report, model). Smartphone will likely be a headwind in 2026, but AI ASIC should be more than enough to compensate. We raised our TPU revenue forecast to US$2B, 15B & 22B for 2026-28, respectively and reiterate Outperform.
聚焦伯恩斯坦_全球半导体与硬件:中国智能手机追踪(4月):中端市场压力蔓延,涨价面临阻力。We rate MediaTek Outperform (report, model). Smartphone will likely be a headwind in 2026, but AI ASIC should be more than enough to compensate. We raised our TPU revenue forecast to US$2B, 15B & 22B for 2026-28, respectively and reiterate Outperform.
聚焦伯恩斯坦_全球半导体与硬件:中国智能手机追踪(4月):中端市场压力蔓延,涨价面临阻力。We rate MediaTek Outperform (report, model). Smartphone will likely be a headwind in 2026, but AI ASIC should be more than enough to compensate. We raised our TPU revenue forecast to US$2B, 15B & 22B for 2026-28, respectively and reiterate Outperform.
覆盖 2026 年,全文共 25 页。
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适合战略规划、产品经理、行业研究员等读者参考。
重点分析了半导体、伯恩斯坦_全球半导体与硬件、中国智能手机追踪、4月等议题。