电子行业海外存储原厂2025Q3总结:供需趋紧带动价格上涨 原厂营收&利润持续向上

广发证券股份有...
Nov 27, 2025

海外存储原厂CY25Q3 营收&利润环比向上。(1)美光:25Q3 实现收入113 亿美元,yoy+46%,qoq+22%,毛利率46%,yoy +10pcts,qoq+7pcts;(2)三星电子:25Q3 实现收入621 亿美金,yoy+9%,qoq+16%;毛利率39%,yoy+1pcts,qoq+5pcts;(3)海力士:25Q3实现收入176 亿美元,yoy +39%,qoq+10%,...

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