一、公司业绩表现与展望华虹半导体发布2025年第一季度财报，收入同比增长17.6%，达到5.41亿美元，主要得益于晶圆出货量的提升。然而，毛利率为9.2%，低于市场预期，显示出价格压力和折旧成本上升的影响。管理层预计第二季度收入将在5.5-5.7亿美元区间，毛利率指引为7%-9%。分析师认为，尽管面临价格压力，但国产替代需求将推动公司未来增长。二、市场需求与竞争环境报告指出，随着地缘政治风险加剧，...
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