中芯国际爆雷,CEO嘴硬接下来不会降价

芯工厂
May 09, 2025

中芯国际联席CEO赵海军在第1季财报电话会议上表示,目前市场虽然出现很多新因素,但基本面与第1季相比没有太大变化。我们已经看到各行业,包括工业和汽车领域,触底反弹的积极信号,产业链转换也继续走强,更多的晶圆代工需求回流本土。赵海军指出,客户都在沉着应对,公司产能利用率也继续保持饱满状态。市场也在关税政策变化等引发的焦虑。接下来,关税政策变化、市场刺激和急建库存是否透支未来需求等,都值得密切关注。...

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