本文由半导体产业纵横(ID:ICVIEWS)综合应用材料的最大市场——中国市场在其收入中占比已经从近年来的近40%回落至20%左右的水平。当地时间11月13日,应用材料公司公布了其截止于2025年10月26日的2025财年第四季度及全年财务报告。财报显示,应用材料呈现“营收微降但盈利超预期”的分化态势,核心受益于高毛利先进制程设备需求爆发与成本优化。Q4总营收68.00亿美元,同比下降3%,但显著...
Source Link本文由半导体产业纵横(ID:ICVIEWS)综合应用材料的最大市场——中国市场在其收入中占比已经从近年来的近40%回落至20%左右的水平。当地时间11月13日,应用材料公司公布了其截止于2025年10月26日的2025财年第四季度及全年财务报告。财报显示,应用材料呈现“营收微降但盈利超预期”的分化态势,核心受益于高毛利先进制程设备需求爆发与成本优化。Q4总营收68.00亿美元,同比下降3%,但显著...
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