微醺的丞磊

国内晶圆代工“双雄”二季度业绩指引乐观_蜘蛛资讯网

卢伟冰称存储成本上涨远高于预期

能利用率,各工艺技术平台均表现强劲,其中MCU、独立式闪存以及BCD工艺产品增长最为显著。第一季度,公司12英寸产能爬坡稳步推进、收入占比提升至62.7%;8英寸产线继续保持良好盈利能力。与此同时,拟议收购华力微事项已获上交所受理并进入实质审核阶段,正在按照既定计划推进,预期可于今年下半年完成。  华虹宏力方面表示,预计2026年第二季度销售收入约在6.9亿美元至7.0亿美元之间,毛利率约在14%

幅最高,达到39.1%,海丰国际以28.0%的增幅紧随其后。与此同时,2025年上半年,海丰国际的毛利率达到40.2%,而德翔海运的毛利率为19.8%。与此同时,就营业利润率而言,德翔海运以29.6%领先于宏海箱运的23.2%。仅就净利润率而言,海丰国际以38.0%领先,其次是德翔海运的29.4%。特别值得一提的是,就净利润增速而言,2025年上半年,德翔海运净利润同比增长219.8%,领先于所有

成交49.19亿美元。周二有报道称英伟达已购入价值20亿美元该公司股份。  分析师称,该交易延续了英伟达通过战略持股绑定核心供应链伙伴的一贯策略。Marvell在高速互联芯片(如PCIe重定时器、光模块DSP)领域地位关键,这与英伟达的AI集群和高速网络布局高度契合。  这笔交易被市场解读为英伟达对Marvell技术路线的背书,旨在通过资本纽带锁定未来先进芯片的供应产能,确保在AI算力军备竞赛中不

按照既定计划推进,预期可于今年下半年完成。  华虹宏力方面表示,预计2026年第二季度销售收入约在6.9亿美元至7.0亿美元之间,毛利率约在14%至16%之间。今年3月底,华虹宏力发布公告,将公司中文名称由“华虹半导体有限公司”更改为“华虹宏力半导体有限公司”,证券简称变更为“华虹宏力”。(文章来源:中国经营报)

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