将公众号“设为星标”,及时获取更新内容!文丨李壮编辑丨承承在存储芯片持续涨价的背景下,集成电路制造龙头公司业绩水涨船高。今年以来,存储芯片涨价势头迅猛,在其带动之下,功率芯片、逻辑芯片等通用品类也顺势跟涨。这种价格上涨趋势为集成电路制造企业提供了较高的议价空间。据上市公司2025年三季报,集成电路制造行业整体业绩同比增长84.41%,头部公司中芯国际等厂商业绩持续高增。存储芯片领涨驱动其他芯片价格...
Source Link将公众号“设为星标”,及时获取更新内容!文丨李壮编辑丨承承在存储芯片持续涨价的背景下,集成电路制造龙头公司业绩水涨船高。今年以来,存储芯片涨价势头迅猛,在其带动之下,功率芯片、逻辑芯片等通用品类也顺势跟涨。这种价格上涨趋势为集成电路制造企业提供了较高的议价空间。据上市公司2025年三季报,集成电路制造行业整体业绩同比增长84.41%,头部公司中芯国际等厂商业绩持续高增。存储芯片领涨驱动其他芯片价格...
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