资本开支增长
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甬矽电子:2026年资本开支规模预计较2025年有所增长
Zheng Quan Ri Bao Wang· 2026-01-21 12:11
证券日报网1月21日讯,甬矽电子在接受调研者提问时表示,2026年资本开支规模预计较2025年有所增 长,主要投向包括现有产品线产能扩张、新客户产品导入、晶圆级封装及2.5D、FC类产品等领域。 ...
SK海力士二季度运营利润9.21万亿韩元,分析师预期8.93万亿韩元。二季度销售22.23万亿韩元,分析师预期20.48万亿韩元。二季度运营利润9.21万亿韩元,分析师预期8.93万亿韩元。需求在下半年急剧修正的可能性偏低。预计2025年资本开支将在原来那些计划的基础上增长。预计三季度DRAM B/G季环比增幅将处于0%-10%区间的中下端。预计三季度NAND B/G(季环比)增幅将是有限的。
news flash· 2025-07-23 22:42
Core Viewpoint - SK Hynix reported a second-quarter operating profit of 9.21 trillion KRW, exceeding analyst expectations of 8.93 trillion KRW [1] - The company anticipates limited growth in demand for DRAM and NAND products in the upcoming quarters, with a cautious outlook for the second half of the year [1] Financial Performance - Second-quarter sales reached 22.23 trillion KRW, surpassing analyst forecasts of 20.48 trillion KRW [1] - The operating profit for the second quarter was 9.21 trillion KRW, which is higher than the expected 8.93 trillion KRW [1] Market Outlook - There is a low likelihood of a sharp correction in demand during the second half of the year [1] - The company expects capital expenditures in 2025 to increase from previously planned levels [1] Product Segment Expectations - The third-quarter DRAM bit growth is projected to be in the lower end of the 0%-10% range [1] - The third-quarter NAND bit growth is expected to be limited [1]