投资要点产业链切换迭代效应持续，25Q4 淡季不淡。25Q4 销售收入为24.89 亿美元,环比增长4.5%（指引为环比持平至增长2%），其中晶圆收入环比增长1.5%，销售片数和平均单价均小幅增长，其他收入环比增长64%，主要系光罩在年底集中出货。在季度新增1.6万片12 英寸产能的基础上，公司产能利用率保持在95.7%，8 英寸利用率整体超满载，12 英寸整体接近满载，主要系产业链切换迭代效应...
Source Link投资要点产业链切换迭代效应持续，25Q4 淡季不淡。25Q4 销售收入为24.89 亿美元,环比增长4.5%（指引为环比持平至增长2%），其中晶圆收入环比增长1.5%，销售片数和平均单价均小幅增长，其他收入环比增长64%，主要系光罩在年底集中出货。在季度新增1.6万片12 英寸产能的基础上，公司产能利用率保持在95.7%，8 英寸利用率整体超满载，12 英寸整体接近满载，主要系产业链切换迭代效应...
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