投资要点：半导体：消费性产品客户下单趋于保守（1）IC设计：2025年7月，智能手机与消费电子转冷，中国台湾IC设计公司新台币营收基本呈现疲态。联发科7月收入432亿元新台币，受上半年部分客户提前拉货，以及智能手机与消费电子产品传统淡季影响，月减23.4%，年减5.2%。瑞昱7月收入97亿元新台币，月减4.7%，年减9.2%。联咏7月收入81亿元新台币，月减3.6%，年减12.4%。对于消费性产品...
Source Link投资要点：半导体：消费性产品客户下单趋于保守（1）IC设计：2025年7月，智能手机与消费电子转冷，中国台湾IC设计公司新台币营收基本呈现疲态。联发科7月收入432亿元新台币，受上半年部分客户提前拉货，以及智能手机与消费电子产品传统淡季影响，月减23.4%，年减5.2%。瑞昱7月收入97亿元新台币，月减4.7%，年减9.2%。联咏7月收入81亿元新台币，月减3.6%，年减12.4%。对于消费性产品...
Source LinkDisclaimer: 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.