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电子元器件行业:8寸产能吃紧ASP有望调涨 MOSFET产品缺货迹象已现

2020年09月22日 16:58:53字号:T|T

优乐彩彩票网址    BENBAOGAODAODU:

    TAIXIQIYEHETAIWANMEITIJUNBIAOSHI8 CUNJINGYUANCHANNENGJINZHANG,ZAIGAODA2 CHENGDEQUEKOUXIAJIAGEYOUWANGDIAOZHANG,JINYIBUYANZHENGWOMENQIANPIANBAOGAOZHONGDUI8 CUNCHANNENGQUSHIDEPANDUAN。ERMOSFET QUEHUOJIANGJIAOWEIMINGXIAN。

    ZHAIYAO:

    TOUZIJIANYIGONGLVBANDAOTI、DIANYUANGUANLIIC、QUDONGIC DENGCHANPINXUQIUWANGSHENG,8 YINGCUNCHANNENGCHIJINJIAGEYOUWANGTIZHANGLUOJIDEDAOYANZHENG,TONGSHIGONGLVMOSFET CHANPINQUEHUOJIXIANGYIXIAN。TUIJIAN8 CUNGONGLVIDM LONGTOUHUARUNWEI(688396.SH),TONGSHIQIYEZAIBUJU12 CUNXIAN。ERGONGLVLONGTOUWENTAIKEJI(600745.SH)、8 CUNJINGYUANZHIZAOSHANGHUAHONGBANDAOTI(1347.HK)YEJIANGSHOUYI。ERDIANYUANGUANLIXINPIANQIYEXINPENGWEI(688508.SH)、ZHONGYINGDIANZI(300327.SZ)DENGYEJIANGSHOUYI。

    TAIXIQIYEHETAIWANMEITIJUNBIAOSHI8 CUNJINGYUANCHANNENGJINZHANG,ZAIGAODA2 CHENGDEQUEKOUXIAJIAGEYOUWANGDIAOZHANG,JINYIBUYANZHENGWOMENQIANPIANBAOGAOZHONGDUI8 CUNCHANNENGQUSHIDEPANDUAN。GENJUTAIWANDIANZISHIBAODIGITIMES BAODAOHEFENXI,2020 NIANCHUANTONGWANGJIXIAOYINGZAIQ3 MINGXIANFAJIAO,YOUYUKEHUXINPINFABUYANCHIDAO2020 NIANXIABANNIAN,8 CUNCHANNENGDINGDANHUOBAOXUQIUJINZHANG,YUJI2020 NIANXIABANNIAN8 CUNJINGYUANJIAOQIYANZHANGZHI3~4 GEYUE,JIAGEJIANGJIAOSHANGBANNIANDIAOZHANG5~10%,20Q4 JIDANJIAGEDIAOZHANG10%,YUJI2021 NIAN8 CUNJINGYUANDAIGONGJIAGEJIANGHUINIANZENG10%ZUOYOU。SUIRANZHUDUOGONGYINGSHANGJIEYOUCHANNENGKUOCHONGJIHUA,DANCHANNENGWUFADUANQINEIDAFUZENGJIA,2021 NIANGONGJIQUEKOUYUEDA2 CHENGZUOYOU。LIANDIANBIAOSHI,2021NIANSHICHANGXUQIURELUO,JINGYUANDAIGONGJIAGEJIANGCONGGUOQUKEHUZHUDAO,ZHUANBIANWEIMAIFANGNAHUIFAYANQUAN,ZHENGTIASP JIAGEKENENGLVEWEIDIAOZHANG。SHIJIEXIANJINTICHU,YIYOUKEHULUXUYUDING2021 NIANCHANNENG,YUQICHANNENGCHIJINQINGKUANGHUIYANXUDAOYIZHENGNIAN。YISHANGQINGKUANGJINYIBUYANZHENG,WOMENQIANQIGENJUTAIWANQIYEFASHUOHUIDECHUDE“8 YINGCUNCHANNENGXUQIUCHIXUQIANGJING,XIAYOUYINGYONGJINGQIDUWANGSHENG”DELUOJIHEJIELUN。MUQIANHUAHONGHEHUARUNWEIDENGJUYOUFENGFU8 CUNJINGYUANCHANNENG,YOUWANGSHENDUSHOUYI。

    MOSFET QUEHUOJIXIANGYIXIAN。XIAOFEI/GONGKONG/QICHECHANPINDUIMOSFET XUQIUCHIXUTISHENG,ERXINYIDAICPU、GPU PINGTAI,DOUXUYAOJIAZHUANGMOSFET XINPIANCHUHUO,DIEJIAGUONEILIANGLUNDIANDONGCHECHANLIANGPANSHENGQUSHIBUGAI,MOSFET CHANPINXUQIUJIQIWANGSHENG。DANSHIYOUYUXINPIANSHEJICHANGSHANGMOSFET CHANPINZAIQIANGZHANCHANNENGSHIDEYOUXIANJILVEDIYUDIANYUANGUANLIIC CHANPIN,YINCIZAOCHENGQUEHUOJIXIANGYOUWEIMINGXIAN。GONGXUJINZHANGDETAISHIJIANGSHIDEBUFENCHANPINJIAGEYOUWANGCHUXIANDIAOZHANG。

    ZHONGDUANXUQIUQIANGJINGJI8 CUNDAIGONGFEIZHANGJIAQUSHIJIAOWEIQUEDING,SHUANGZHONGYINSUJIANGFANYINGZHICHANPINJIAGE,GONGLVMOSFET JIAGEYOUWANGJINYIBUDIAOZHANG,ERJIANJUCHANNENGYOUSHIHECHENGBENYOUSHIDEGUONEIGONGLVIDM QIYEJIANGZUIDACHENGDUSHOUYI。ERGONGLVIDM QIYEBUJINYONGYOUFENGFUCHANNENG,KEYIZUIDAXIANDUXISHOUFENGFUDINGDAN,TONGSHIZAIZHIZAODUANYONGYOUJIQIANGDECHENGBENYOUSHI,JIANGCHONGFENSHOUYI。

    FENGXIANTISHI。GUONEIXINXINGJICHUSHESHIJIANSHEJINDUBUJIYUQI;MAOYIMOCADEBUQUEDINGXING。

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