【招商电子】华虹25Q4跟踪报告:指引26Q1毛利率环比增长,Fab9B预计26M3启动建设

招商电子
Feb 13

招商证券机智事件:华虹半导体25Q4收入6.599亿美元再创新高,同比+22.4%/环比+3.9%,接近指引上限(6.5-6.6亿美元),主要系出货量增加及ASP上涨;毛利率13.0%,同比+1.6pcts/环比-0.5pct。公司稼动率为103.8%,环比-5.7pcts;ASP为438.1美元/片(折合8英寸),环比+0.4%。综合财报及交流会议信息,总结如下:评论:1、25Q4营收接近指引...

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