资本支出六年翻四倍,中芯国际赚的钱够花吗?

海豚投研
23 Jun

中芯国际一年花掉 73 亿美元搞扩建,几乎把 80 亿收入全砸进去!这一“疯狂” 的资本开支背后,藏着怎样的生意逻辑?作为国内晶圆代工龙头,中芯国际近 6 年资本开支暴增 4 倍,2024 年达 73 亿美元,占收入的 90% 以上。这是因为晶圆代工是典型的 “烧钱” 行业,从光刻到刻蚀,每道工序都要砸重金买设备,而且制程每两三年就得升级,不投钱就会被淘汰。但尴尬的是,中芯国际赚的钱根本不够花。...

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