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台积电2奈米量产快了!一挂台厂供应链受惠 这2檔真材实料
随着二奈米量产在即,市场持续关注台湾半导体供应链,从上游材料到中游制造,再到下游封测与厂务工程,预期都将受惠。指标股之一的中砂,其营收成长的主要动能来自于钻石碟(DBU)业务。随着晶片越来越复杂、内部电路越来越精细,为了确保晶圆表面平滑、提高制程良率 ...
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