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展览6:OSAT资本支出预计在2026年增长34%;这ould将是资本支出连续第三年的增长
展览6:OSAT资本支出预计在2026年增长34%;这ould将是资本支出连续第三年的增长
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摩根士丹利:ASMPT(0522.HK)-港股公司研究:OSAT资本开支超预期上修;主流半导体扩产叠加先进封装加速驱动增长-260415(英文版)(17页).pdf
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展览28:主要OSAT资本支出将在2026年增至147亿美元
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行业数据
2026-04-22
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Major OSAT Capex Trend (2020–2026E)
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行业数据
2026-04-22
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OSAT营收、半导体(不含内存)营收及出货量同比变化趋势
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行业数据
2026-04-20
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展览5:OSAT资本密度在2025年第四季度依然保持高位
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行业数据
2026-04-20
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全球OSAT厂商Top10营收排名(单位:亿元)
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行业数据
2026-03-12
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安靠技术(Amkor)在全球OSAT行业保持第一梯队地位
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行业数据
2025-12-22
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2024年OSAT厂商市占率
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竞争格局
2025-08-28
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2024年OSAT厂商市占率
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竞争格局
2025-08-28
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图表362024年全球OSAT厂商市占率情况
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竞争格局
2025-08-27
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先进封装玩家可分类IDM、Foundry和OSAT(以
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行业数据
2025-08-19
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图表142023年全球OSAT厂商市占率情况
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竞争格局
2024-10-18
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图表49全球IDM及OSAT厂商存储芯片封测收入占比
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行业数据
2024-10-18
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2022-2026年半导体封测行业情况(仅OSAT,不包括IDM/Foundry)
fCDlubTku70gfCDlhajnkIPljYrlr7zkvZPlsIHmtYvooYzkuJrkuqflgLzvvIjkur/nvo7lhYPvvIkgfCDlkIzmr5Tlop7pgJ/vvIgl77yJIHwKfC0tLS0tLXwtLS0tLS0tLS0tLS0tLS0tLS0tLS0tLS0tLS0tLS0tLS0tLXwtLS0tLS0tLS0tLS0tLS0tfAp8IDIwMjIgfCA0MjYuMTAgICAgICAgICAgICAgICAgICAgICAgICAgICAgfCAtNy42JSAgICAgICAgICB8CnwgMjAyMyB8IDM3MS41NiAgICAgICAgICAgICAgICAgICAgICAgICAgICB8IC0xMi44JSAgICAgICAgIHwKfCAyMDI0RXwgNDA5LjQ1ICAgICAgICAgICAgICAgICAgICAgICAgICAgIHwgMTAuMiUgICAgICAgICAgfAp8IDIwMjVGfCA0MzYuMDcgICAgICAgICAgICAgICAgICAgICAgICAgICAgfCA2LjUlICAgICAgICAgICB8CnwgMjAyNkZ8IDQ1Ny4wMCAgICAgICAgICAgICAgICAgICAgICAgICAgICB8IDQuOCUgICAgICAgICAgIHwKCui1hOaWmeadpea6kO+8muW3peeglOmZouS6p+enkeWbvemZheaJgO+8jOmVv+WfjuivgeWIuOS6p+S4mumHkeiejeeglOeptumZog==
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行业数据
2024-10-12
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2023中国本土前十大OSAT厂商营收,亿元
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行业数据
2024-10-12
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与半导体单位增长相关;我们预计2026年将实现两位数增长 来源:公司数据,摩根士丹利研究 来源:公司数据,摩根士丹利研究
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摩根士丹利:ASMPT(0522.HK)-港股公司研究:OSAT资本开支超预期上修;主流半导体扩产叠加先进封装加速驱动增长-260415(英文版)(17页).pdf
行业覆盖:技术 - 欧洲半导体
行业覆盖:大中华区科技半导体
ASMPT Ltd (0522.HK) - Greater China Technology Semiconductors
股票评级分类汇总
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