思佳讯2025年Q4业绩及2026年Q1展望引关注

Financial Performance - In Q4 2025, the company is expected to report earnings per share of $1.52, representing a year-over-year increase of 13.55%, with projected revenue of $1.042 billion, up 7.35% year-over-year [1] - For Q1 of fiscal year 2026, management has provided guidance indicating revenue expectations between $975 million and $1.025 billion, with an anticipated earnings per share of $1.40 [1] Company Status - The company has disclosed that Apple plans to reduce its reliance on the company, which may impact future revenue structure and requires ongoing monitoring of developments [2] Industry Policy and Environment - The semiconductor sector is supported by increased demand for AI computing power and a rebound in memory chip prices, which may indirectly benefit the company as an upstream supplier; however, market volatility could also pose challenges [3]