深度报告:制程升级产能扩张,晶圆代工龙头更进一步

东方财富
Sep 30, 2025

中芯国际(688981)核心观点全球领先的晶圆代工龙头厂商。中芯国际是中国大陆技术最先进、规模最大的晶圆代工龙头企业,历经初创期、战略调整期和技术追赶期三大发展阶段,现已成长为全球市场份额前三的集成电路制造企业。公司凭借在14nmFinFET工艺的量产和N+1等先进节点的技术突破,构建了深厚的专利壁垒,累计授权专利超1.4万件。尽管面临美国设备限制和行业竞争加剧的压力,2024年仍实现营收...

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