首创证券指出,今年二季度开始,半导体行业景气度逐步回升,封测公司订单较一季度大幅回升,且逐月不断增长。从应用领域来看,以MCU、驱动芯片、射频、WIFI、ETC、指纹、触控等的回暖较为明显。预计,在5G建设带动下,射频等细分市场回暖有望持续。
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