申港证券近日发布电子行业研究周报:根据中芯国际公告和腾讯科技,中芯国际25Q3实现营收23.82亿美元、环比增长7.8%,超出此前指引。毛利率22.0%、环比上升1.6个百分点,高于此前指引。产能利用率上升至95.8%、环比增长3.3个百分点,25Q3月产能超过100万片。以下为研究报告摘要:投资摘要:每周一谈:中芯国际毛利率及产能指标修复存储资本支出或对位元出货支撑有限中芯国际三季报发布,三季度...
Source Link申港证券近日发布电子行业研究周报:根据中芯国际公告和腾讯科技,中芯国际25Q3实现营收23.82亿美元、环比增长7.8%,超出此前指引。毛利率22.0%、环比上升1.6个百分点,高于此前指引。产能利用率上升至95.8%、环比增长3.3个百分点,25Q3月产能超过100万片。以下为研究报告摘要:投资摘要:每周一谈:中芯国际毛利率及产能指标修复存储资本支出或对位元出货支撑有限中芯国际三季报发布,三季度...
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