当全球晶圆代工仍在去库存、台积电与三星谨慎放缓资本开支时，中芯国际却在踩下“逆周期油门”。2025年，这家中国最大的晶圆代工厂实现营业收入673.23亿元，同比增长16.5%，扣非净利润同比激增55.9%。更引人关注的是，在行业仍充满不确定性的背景下，中芯连续两年维持约80亿美元的资本开支，并持续扩充12英寸产线。这一边是利润与毛利率的修复，一边是高强度折旧和重资产扩张带来的成本压力。中芯国际正...
Source Link当全球晶圆代工仍在去库存、台积电与三星谨慎放缓资本开支时，中芯国际却在踩下“逆周期油门”。2025年，这家中国最大的晶圆代工厂实现营业收入673.23亿元，同比增长16.5%，扣非净利润同比激增55.9%。更引人关注的是，在行业仍充满不确定性的背景下，中芯连续两年维持约80亿美元的资本开支，并持续扩充12英寸产线。这一边是利润与毛利率的修复，一边是高强度折旧和重资产扩张带来的成本压力。中芯国际正...
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