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国产替代叠加全球扩产周期，半导体设备迎“戴维斯双击”？ episode artwork

EPISODE · Jul 14, 2026 · 5 MIN

国产替代叠加全球扩产周期，半导体设备迎“戴维斯双击”？

from 华夏早播间

过去几年，全球科技产业都在比拼AI算力，几乎所有新兴产业的发展都离不开更强的算力支持。每次新建晶圆厂、扩建存储生产线、升级先进制造工艺，最先受益的都是那些提供生产工具的半导体设备企业。现在，国产替代和全球扩产周期都在加速，这对半导体设备行业来说是个双重的利好机会。接下来，小夏就来和大家聊聊这背后的逻辑。

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国产替代叠加全球扩产周期，半导体设备迎“戴维斯双击”？

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