中芯国际电话会:国补提振消费电子需求,客户补库存需求强烈,一季度预计“淡季不淡”

华尔街见闻
12 Feb

2月12日,中芯国际举行2024年Q4业绩说明会。 中芯国际表示,2024 年半导体市场整体呈现复苏态势,设计公司库存大致恢复到健康水位,主要产业向国内产业链转移切换的速度比较快。 2024 年为了满足市场和客户的需求,公司做了充分准备,加速了产能扩充的节奏,进一步提升了平台的完备性。国内客户的新产品快速验证并上量,使得公司在 2024 年四个季度收入节节攀升,全年增长超过年初预期。根据未经审核的...

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