2021

10/semiconductors..............................2...........................316-156......................4...........................7.....................11----.................15........................18..........................19...........20...........................211?2021()—()——2020LincolnClark—

JodiShelton2?2021()—()——/5G50%63%72%5G/53%

<5%34%ESG20211563?2021()—()—————202050%/4?2021()—()——5G2020150%5%10%6.5%202089%202081%33%1WSTS89%

81%50%202115631520205?2021()—()——--—

LincolnClark63%55%47%31%//56%OSAT/20211566?2021()—()——$———63%74%7?2021()—()——$202011-9.991085%24%26%%741%20%79%23%23%23%23%11%-20%1)2)26%%%1628%356%-10%1%-5%73%202159%12%414%18%%7%11%5%5%202020215%4%12%8%—

LincolnClark20211568?2021()—()——$63%74%202166%71%34%12%20%2%12%9%9%20212020201922%26%32%64%58%66%15620211952020)14920199?2021()—()——101-9.9915363685961156167533749597764536160826669705359

6120202021202115610?2021()—()————5G—/MEMS11?2021()—()——/MEMS151=5=)202120203.8

3.73.7

3.53.6

3.23.3

3.13.3

3.03.0

2.82.9

2.6/MEMS/RF//MEMS/RF/GPU/MCU/MPU5G/RF/(GPU/MCU/MPU)(GPU/MCU/MPU)GPU(DRAM)1562021)1952020)12?2021()—()——5G5G5G5G19%172%5G50%53%1-225%3-4202153%—

ScottJones13?2021()—()——151=5=)5G2021202020192021202020193.23.13.13.12.92.82.72.72.93.32.92.62.72.72.72.42.93.43.42.72.92.82.92.53.83.73.95G3.83.73.8GarySilberg3.63.33.33.23.23.53.33.23.23.13.73.83.53.43.5/////15620211952020)149201914?2021()—()—————ESG15?2021()—()——53%37%30%22%22%—

ChrisGentle202115610016?2021()—()——68%/53%44%33%31%19%18%ESG()4%4%3%1%202115610017?2021()—()————––————–“”——————–——––—–18?2021()—()——20204156100%6%1C23%36%36%39%35%48%1-101032%17%27%8%6%17%19%32%49%44%23%202115619?2021()—()——/semicondu