【招商电子】泛林集团25Q1跟踪报告:中国大陆收入占比持平,指引25Q2代工和NAND收入增长

招商电子
May 19, 2025

点击招商研究小程序查看PDF报告原文事件:泛林集团(NASDAQ:LRCX)于4月24日发布CY25Q1(即FY25Q3)财报,25Q1收入47.2亿美元,同比+24.4%/环比+7.9%,毛利率49.0%,同比+0.3pct/环比+1.5pct,代工收入占比环比增加13pcts。综合财报及交流会议信息,总结要点如下:评论:1、公司25Q1营业收入超指引中值,毛利率创Novellus合并以来新高。...

Source Link

Disclaimer: Investing carries risk. This is not financial advice. The above content should not be regarded as an offer, recommendation, or solicitation on acquiring or disposing of any financial products, any associated discussions, comments, or posts by author or other users should not be considered as such either. It is solely for general information purpose only, which does not consider your own investment objectives, financial situations or needs. TTM assumes no responsibility or warranty for the accuracy and completeness of the information, investors should do their own research and may seek professional advice before investing.

Most Discussed

  1. 1
     
     
     
     
  2. 2
     
     
     
     
  3. 3
     
     
     
     
  4. 4
     
     
     
     
  5. 5
     
     
     
     
  6. 6
     
     
     
     
  7. 7
     
     
     
     
  8. 8
     
     
     
     
  9. 9
     
     
     
     
  10. 10