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半导体"二哥"的历史性机遇,英伟达直逼高通_创事记_新浪科技_新浪网

  从2017到2020年,全球半导体业进入了一个前所未有的“乱世”,因为在技术、市场、应用、重组、供应链等多方面都出现了很大的变化,且都聚集在这4年里。   首先,2017和2018年,全球进入了存储器缺货和涨价上行周期,且规模和幅度都达到了历史高点;2019年,以TWS蓝牙芯片和CMOS图像传感器为代表的“爆品”大面积覆盖了全球市场,出现了严重的供不应求状况,前所�...
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