【招商电子】闪迪25Q3跟踪报告:25Q3收入及毛利率超指引上限,上修2026年全年需求增速指引

招商电子
Nov 09

点击招商研究小程序查看PDF报告原文事件:SNDK 25Q3收入23.08亿美元,同比+23%/环比+21%;毛利率29.9%,同比-9pcts/环比+3.5pcts。综合财报及交流会议信息,总结如下:评论:1、25Q3收入、毛利率及净利润均超指引上限,位元出货量及ASP均增长。25Q3收入23.08亿美元,同比+23%/环比+21%,超指引上限(21.0-22.0亿美元),主要系价格提升;毛利率...

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