事件:2Q25 毛利率超预期。公司2Q25 实现收入5.66 亿美元,YoY +18.3%,QoQ +4.6%,符合此前公司5.5~5.7 亿美元的指引区间,系晶圆出货量提升。按晶圆尺寸分类,8 英寸收入2.32 亿美元,YoY -5.4%,QoQ +0.5%,占比41%,QoQ -1.7pct;12 英寸收入3.33 亿美元,YoY +43.2%,QoQ +7.7%,占比59%。盈利方面,...
Source Link事件:2Q25 毛利率超预期。公司2Q25 实现收入5.66 亿美元,YoY +18.3%,QoQ +4.6%,符合此前公司5.5~5.7 亿美元的指引区间,系晶圆出货量提升。按晶圆尺寸分类,8 英寸收入2.32 亿美元,YoY -5.4%,QoQ +0.5%,占比41%,QoQ -1.7pct;12 英寸收入3.33 亿美元,YoY +43.2%,QoQ +7.7%,占比59%。盈利方面,...
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