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东吴证券:ASIC设计服务商价值加速重估 看好2026年ASIC产业链放量元年
智通财经APP获悉,东吴证券发布研报称,随着摩尔定律推进,芯片设计已演变为涵盖多物理场耦合、异构集成及高阶可靠性的复杂系统工程。规模效应实现量产导向的成本优化,设计服务商凭议价权与排产优先级,推动ASIC方案在经济性上具备更强竞争力。台系ASIC服务 ...
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