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从失芯疯回归理性:聊聊芯片半导体的产业逻辑

June 1, 2026 · 49 min

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本期嘉宾 华夏基金投资研究部 史琰鹏
大家好,欢迎来到大方谈钱,这是一档由华夏基金出品的播客栏目,钱是桥梁,生活才是目的。芯片半导体作为数字科技的核心底座,是硬核科技竞争的核心赛道,也是国产替代的关键攻坚领域。一边是行业技术迭代快、周期波动剧烈的市场特征,一边是需求爆发、国产化提速的长期红利,作为普通投资者如何把握产业长期投资机会呢?本期节目,我们邀请华夏基金投资研究部史琰鹏为我们拆解芯片半导体全产业链脉络~
Timeline:
01:00–03:30 三个概念一次理清
* 半导体:材料概念(介于导体与绝缘体之间)
* 芯片:最终产品形态
* 集成电路:芯片内部高密度电路结构
* 投资中三者通用,不用严格区分。
03:30–05:30 半导体产业链(通俗版:盖房子)
* 设计:画图纸(规划功能)
* 制造:施工队(生产晶圆)
* 封测:装修(检测打包成品)
* 设备 / 材料:盖房工具与建...去小宇宙查看完整单集简介
在小宇宙查看该单集文稿

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