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中国台湾电子行业景气度报告：多板块营收复苏，AI浪潮引领行业开启景气新周期-开源证券

 上游制造：消费电子复苏，AI拉动先进制程及CoWoS需求提升晶圆代工环节，台积电、联电 2024M5营收同比维持增长，台积电2024Q1法说会表示智能手机需求正在逐步复苏、PC 需求复苏较慢、人工智能需求强劲、汽车领域全年需求指引有所下调。此外，联电、世界先进指引 2024Q2晶圆出货量环比增长。库存方面，消费电子已回归健康水平，工业/车用领域仍需调整。封测环节，日月光、力成 2024M5

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