微芯科技(MCHP)今日夜盘大跌6.33%,主要原因是该公司2025财年第三季度业绩暗淡,营收和获利均低于市场预期,引发市场广泛担忧。
财报显示,微芯科技第三季度实现营收10.26亿美元,同比下滑41.9%;每股盈利仅0.2美元,低于分析师预期0.28美元的水平。根据公司解释,业绩疲软主要是由于汽车等主要客户需求大幅下滑、库存高企所致。
全球汽车行业自疫情以来一直饱受芯片短缺困扰,因此提前囤积大量芯片库存以应对供应链风险。但随着经济复苏乏力、通胀高企,汽车需求遭遇重挫,库存过剩问题凸显,从而拖累了芯片制造商如微芯科技的订单和营收表现。微芯科技正努力消化客户的库存,预计仍需一段时间。
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