中芯国际赵海军:去年增长超过预期 今年一季度淡季不淡
Zheng Quan Shi Bao Wang·2025-02-12 03:05

Group 1 - The overall semiconductor market is showing signs of recovery in 2024, with the company prepared to accelerate capacity expansion and enhance platform completeness, leading to a revenue increase throughout the year exceeding initial expectations [1] - Customer product inventory is relatively healthy, with a notable shift in industries like automotive moving from verification to mass production, driven by strong demand for replenishment orders in sectors such as consumer electronics and mobile [2] - The first quarter is expected to be strong despite being traditionally a low season, although external uncertainties and intensified competition in the industry may pose challenges in the second half of the year [3] Group 2 - The company is committed to overcoming difficulties and striving for the best performance [4]

SMIC-中芯国际赵海军:去年增长超过预期 今年一季度淡季不淡 - Reportify