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半导体行业：OSAT厂商Q3表现亮眼，人工智能汽车电子等为未来需求增长点-20231107-华金证券

 OSAT：各厂商 Q3 表现优于 Q2，H2 表现有望优于 H1。（1）日月光：Q3 封测业务营收高于预期，连续 5 个月环比增长。公司第三季度封测业务营收高于预期，其中计划外订单高于预期为主要因素（公司预期 2023Q3 营收环比增长4%-9%，实际实现环比增长 9.95%），整个第三季度公司关键设备稼动率仍处于相对低位，大约为65%左右。（2）安靠：Q3 环比增长近 25%，手机&平板领域

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