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世芯:5纳米进度不如预期
Jing Ji Ri Bao·2025-08-13 23:45

Core Viewpoint - The company reported a significant decline in profits, reaching a five-quarter low, and expressed concerns about the demand for AI accelerator projects from North American IDM clients, leading to a forecast of relatively flat revenue performance for the remainder of the year [1][2] Financial Performance - The company announced a net profit of 1.323 billion TWD for Q2, marking a 9.5% decrease quarter-over-quarter and a 16.5% decrease year-over-year, with earnings per share at 16.4 TWD [1] - For the first half of the year, consolidated revenue was 19.626 billion TWD, down 18.4% year-over-year, with a net profit of 2.787 billion TWD, a slight decrease of 1% year-over-year, and earnings per share at 34.49 TWD [1] Future Outlook - The company anticipates starting revenue from 2nm process projects and expects significant growth from 3nm process AI chips, which are projected to begin mass production in Q1 of next year [1][2] - Despite the current challenges, multiple 3nm process projects are expected to launch in the second half of the year, along with the initiation of 2nm process projects [2]