首先是三季度的业绩情况。三季度收入环比增长6%，主要是强大的需求来自先进制程，美元计价环比增长10%，略高于之前的指引，达到331亿美元。GM达到59.5%，环比增长0.9pct，主要是高的稼动率，被不太好的汇率影响以及海外工厂稀释。OPM环比增长1.0pct，达到50.4%。我们三季度EPS达到17.44新台币，ROE达到37.8%。分制程来看，3nm晶圆收入占比23%，5、7nm分别未37%、...
Source Link首先是三季度的业绩情况。三季度收入环比增长6%，主要是强大的需求来自先进制程，美元计价环比增长10%，略高于之前的指引，达到331亿美元。GM达到59.5%，环比增长0.9pct，主要是高的稼动率，被不太好的汇率影响以及海外工厂稀释。OPM环比增长1.0pct，达到50.4%。我们三季度EPS达到17.44新台币，ROE达到37.8%。分制程来看，3nm晶圆收入占比23%，5、7nm分别未37%、...
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