野村发表研究报告指，中芯国际(00981.HK) 受生产干扰影响，首季收入按季增2%，低于公司指引。管理层预计设备调整的影响将持续至第二季，并料期内收入将按季下滑4至6%。该行估计，这个过渡性因素或在首季令12吋晶圆的均价摊薄10%，又料次季的均价按季跌6%，并将在下半年回升。该行上调中芯国际2025及26财年的净利润预测分别15%和9%，以反映晶圆工厂利用率上升及更有利的定价。该行大幅上调中芯...
Source Link野村发表研究报告指，中芯国际(00981.HK) 受生产干扰影响，首季收入按季增2%，低于公司指引。管理层预计设备调整的影响将持续至第二季，并料期内收入将按季下滑4至6%。该行估计，这个过渡性因素或在首季令12吋晶圆的均价摊薄10%，又料次季的均价按季跌6%，并将在下半年回升。该行上调中芯国际2025及26财年的净利润预测分别15%和9%，以反映晶圆工厂利用率上升及更有利的定价。该行大幅上调中芯...
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