中芯国际:成熟制程领域发力,或成新增长点

与非网
Nov 15

作者:林叔公众号:linshu_invest万众瞩目的中芯国际三季报公布了,带给了投资者惊喜的同时,也重新认识了中芯国际的新竞争力和市场机会。作者观点:在地缘政治紧张,核心设备卡脖子,先进制程技术突破的多重不利因素叠加影响下,中芯国际交出了这样出色的三季报,已经是非常不错的表现了。营业收入,产能,良率,净利率方面都实现了相当不错的增长。三季度产能已经拉满,四季度营收突破,作者认为一方面取决于新的...

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