事件:生产问题导致25Q1营收和25Q2指引不及预期,25Q1毛利率超预期。1Q25收入22.47亿美元,同比增长28.4%,环比增长1.8%,低于此前公司环比增长6%~8%的指引区间,且低于23.57亿美元的市场预期。其中晶圆出货量环比上升15%,受益于国际形势变化引起的客户拉货、国内政策推动的大宗类产品需求的上升和产业链再分配;晶圆ASP环比下降9%,系1Q突发生产问题,出现一次性维修费用,且...
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