从季度表现看，2025年第四季度半导体企业业绩呈现明显分化。内存厂商表现强劲，营收环比增幅在21%至34%之间，英伟达增长20%，另有十家公司增幅处于0.2%至11%区间。德州仪器、英飞凌、索尼影像传感器部和安森美则出现营收下滑。对于2026年第一季度，三家内存企业预期乐观：美光预计增长37%，西部数据52%，铠侠64%；英伟达预计AI业务将推动14%的营收增长，而AMD、恩智浦半导体等企业因...
Source Link从季度表现看，2025年第四季度半导体企业业绩呈现明显分化。内存厂商表现强劲，营收环比增幅在21%至34%之间，英伟达增长20%，另有十家公司增幅处于0.2%至11%区间。德州仪器、英飞凌、索尼影像传感器部和安森美则出现营收下滑。对于2026年第一季度，三家内存企业预期乐观：美光预计增长37%，西部数据52%，铠侠64%；英伟达预计AI业务将推动14%的营收增长，而AMD、恩智浦半导体等企业因...
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