开心的芒果奶昔
2026.02.02 02:43

$Lam Research(LRCX.US)财报中强调先进封装市场份额提升,在我看来是至关重要的增长亮点。随着 AI 芯片普遍采用 CoWoS 等先进封装技术,对相关刻蚀与薄膜沉积设备的需求呈指数级增长,这为公司打开了超越传统制程微缩的新成长空间。

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