在这一轮由国产供应链切换与AI算力爆发共同点燃的半导体新周期里,中芯国际再次站在行业聚光灯下。三季度,国内最大晶圆代工厂交出了一份漂亮得难以挑剔的成绩单:收入 23.82 亿美元,同比 +9.7%;净利润 1.92 亿美元,同比 +28.9%;8 英寸折算月产能首次突破百万片;产能利用率飙到 95.8%,几乎满产。一切数字都在告诉市场:景气回来了,国产替代来了,中芯国际又稳住了。但就在外界拍手叫好...
Source Link在这一轮由国产供应链切换与AI算力爆发共同点燃的半导体新周期里,中芯国际再次站在行业聚光灯下。三季度,国内最大晶圆代工厂交出了一份漂亮得难以挑剔的成绩单:收入 23.82 亿美元,同比 +9.7%;净利润 1.92 亿美元,同比 +28.9%;8 英寸折算月产能首次突破百万片;产能利用率飙到 95.8%,几乎满产。一切数字都在告诉市场:景气回来了,国产替代来了,中芯国际又稳住了。但就在外界拍手叫好...
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