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通富微电全面布局先进封装
通富微电全面布局先进封装
行业数据
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所属报告:
【开源证券】通富微电(002156)-公司深度报告:AI浪潮下,AMD合力与先进封装的价值重估之路-251022(34页).pdf
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行业数据
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通富微电相对估值比较(截止2025年10月21日)
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行业数据
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行业数据
2025-01-09
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2019-2024年1-9月通富微电收入情况
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行业数据
2025-01-03
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通富微电国内外主要客户
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其它
2024-05-21
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图表1通富微电全球七大生产基地
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其它
2024-04-10
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图表28通富微电业绩预测(亿元)
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其它
2024-04-10
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通富微电发展历程
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产业概述
2024-03-15
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通富微电股权结构
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其它
2023-12-20
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最新数据
全球全年龄段奶粉市场规模(亿美元)
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行业数据
2026-07-30
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全球酸奶及发酵乳制品市场规模(亿美元)
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2026-07-30
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2026-07-30
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全球益生菌膳食补充剂市场规模及增速
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2026-07-30
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全球拥有AKK专利菌株的核心企业
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2026-07-30
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通富微电是营收全球第四/全国第二的集成电路封测龙头企业,产品品类丰富、技术平台成熟、与 AMD 合作关系稳固。公司提供涵盖设计仿真、晶圆中测、封装、成品测试以及系统级测试在内的一站式服务:应用场景涵盖人工智能、高性能计算、大数据存储、显示驱动、5G 通讯、消费电子、物联网、汽车电子与工业控制等多种领域;封装能力体系完备,覆盖框架类(SOT、SOP、QFN、DFN、LQFP、TO、IPM等)、基板类(WBBGA、WBLGA、FCBGA、FCCSP、FCLGA 等)、晶圆级(Fan-in WLCSP、Fan-out WLCSP、Cu pillar bump、Solder bump、Gold bump 等)以及系统级(COG、COF、SiP)多种封装类型。公司高端先进封装已成熟,持续推动扇出型、晶圆级、倒装焊等工艺的量产和扩产,并积极布局 Chiplet、2D+等先进封装平台。客户方面,公司与 AMD 以“合资+合作”模式深度绑定,依托 7nm、5nm、FCBGA与 Chiplet 等先进工艺能力,承接其 80%以上订单,是 AMD 最核心的封测供应商。
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【开源证券】通富微电(002156)-公司深度报告:AI浪潮下,AMD合力与先进封装的价值重估之路-251022(34页).pdf
通富微电相对估值比较(截止2025年10月21日)
公司营收预测
通富苏州和通富槟城是公司营收与净利润的支柱
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