Serenity表示，半导体供应链压力正在加大，封装测试外包（OSAT）供应商开始上调价格。
据 NS3 报道，Serenity称，其依据包括摩根士丹利上调对中国人形机器人出货量的预测，以及多种电容产品出现涨价。
Serenity：半导体供应链压力上升
2026-07-01 05:08:15
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