(以下内容从海通国际《电子:全球科技业绩快报:联发科2Q25》研报附件原文摘录)事件联发科2Q25业绩表现稳健,AI SoC和ASIC业务驱动增长:2Q25收入为NTD1504亿元,略低于市场一致预期NTD1512亿元,-1.9%QoQ,18.1%YoY。EPS为NTD17.5元,超出市场一致预期。本季度毛利率为49.1%,环比上升1pct,包含一份长期供货协议(LTA)的一次性贡献1.9pcts...
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