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格羅方德單位產能市值（左，美元/片）及全-行業數據

格羅方德單位產能市值（左，美元/片）及全
格羅方德單位產能市值（左，美元/片）及全
格羅方德單位產能市值波動更明顯，聯電單位產能市值基本符合半導體市場需求變化。格羅方德和聯電作為另外兩家在美股上市的晶圓廠，其單位產能市值和臺積電相比仍有差異。其中格羅方德因為 2023 年出售旗下晶圓廠導致當年單位產能市值偏高，兩者 2024 年單位產能市值因下游需求的結構性特征同比反而下滑。由于 2024年行業高增主要來著 AI 領域的旺盛需求，對于先進制程的需求更加旺盛，格羅方德和聯電的產能并非主流 AI 芯片所需，因此兩者的單位產能市值并未受到下游需求的拉動。
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格羅方德單位產能市值（左，美元/片）及全_第1頁
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格羅方德單位產能市值（左，美元/片）及全_第2頁
格羅方德單位產能市值（左，美元/片）及全_第3頁
格羅方德單位產能市值（左，美元/片）及全_第4頁
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格羅方德單位產能市值（左，美元/片）及全_第5頁
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格羅方德單位產能市值（左，美元/片）及全_第6頁
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格羅方德單位產能市值（左，美元/片）及全_第7頁
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格羅方德單位產能市值（左，美元/片）及全_第8頁
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格羅方德單位產能市值（左，美元/片）及全_第9頁
格羅方德單位產能市值（左，美元/片）及全_第10頁
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格羅方德單位產能市值（左，美元/片）及全_第11頁
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格羅方德單位產能市值（左，美元/片）及全_第12頁
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格羅方德單位產能市值（左，美元/片）及全_第13頁
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格羅方德單位產能市值（左，美元/片）及全_第14頁
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格羅方德單位產能市值（左，美元/片）及全_第15頁
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格羅方德單位產能市值（左，美元/片）及全_第16頁
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格羅方德單位產能市值（左，美元/片）及全_第17頁
格羅方德單位產能市值（左，美元/片）及全_第18頁
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格羅方德單位產能市值（左，美元/片）及全_第19頁
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格羅方德單位產能市值（左，美元/片）及全_第20頁
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格羅方德單位產能市值（左，美元/片）及全_第21頁
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格羅方德單位產能市值（左，美元/片）及全_第22頁
格羅方德單位產能市值（左，美元/片）及全_第23頁
格羅方德單位產能市值（左，美元/片）及全_第24頁
格羅方德單位產能市值（左，美元/片）及全_第25頁
格羅方德單位產能市值（左，美元/片）及全_第26頁
格羅方德單位產能市值（左，美元/片）及全_第27頁
格羅方德單位產能市值（左，美元/片）及全_第28頁
格羅方德單位產能市值（左，美元/片）及全_第29頁
格羅方德單位產能市值（左，美元/片）及全_第30頁
格羅方德單位產能市值（左，美元/片）及全_第31頁
格羅方德單位產能市值（左，美元/片）及全_第32頁
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格羅方德單位產能市值（左，美元/片）及全_第33頁
格羅方德單位產能市值（左，美元/片）及全_第34頁
格羅方德單位產能市值（左，美元/片）及全_第35頁
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格羅方德單位產能市值（左，美元/片）及全_第36頁
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格羅方德單位產能市值（左，美元/片）及全_第37頁
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格羅方德單位產能市值（左，美元/片）及全_第38頁
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格羅方德單位產能市值（左，美元/片）及全_第39頁
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格羅方德單位產能市值（左，美元/片）及全_第40頁
格羅方德單位產能市值（左，美元/片）及全_第41頁
格羅方德單位產能市值（左，美元/片）及全_第42頁
所屬報告： 電子行業深度報告：給不同制程估值定價全球晶圓廠估值新法單位產能市值的分部展開-250206（30頁）.pdf
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