中芯国际赵海军:产能利用率高达95.8%,全年首超90亿美元

与非网
Nov 17, 2025

赵海军表示,今年存储芯片价格大幅上涨已成定局。今日,在中芯国际2025 年第三季度业绩问答会上,有提问者聚焦四季度业绩指引展开提问,核心关注两大方向:一是四季度收入指引(环比持平至增长 0~2%)背后的量价驱动逻辑,二是此前季度产能利用率持续提升(其中三季度已达 95.8%)的背景下,若四季度出货量增长有限,为何公司仍强调 “供不应求” 状态,以及产能利用率是否会出现回落。Q4营收微增,手机、网通...

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