格隆汇1月9日｜在美国白宫与最高法院就关税权力博弈之际，科技板块凭借强劲的业绩指引迎来反攻。 受台积电超出预期的营收报告提振，周四普遍下跌的美国人工智能相关股票在盘前重获动能。作为全球 最大的代工芯片制造商，台积电宣布营收增长32%，超过了市场普遍预期。受此带动，台积电的供应商 应用材料在周四收跌3.6%后，盘前上涨2.25%；同为台积电客户的泛林集团上涨2.4%。与台积电有紧密 业务往来的存储芯片制造商美光科技盘前上涨1.6%。台积电的主要客户股价亦纷纷上扬：博通上涨 0.75%，超威半导体和英伟达分别上涨0.5%和0.4%。科技股比重较高的纳斯达克指数在上一交易日回落 后，盘前上涨0.15%。 ...

国芯网[原:中国半导体论坛] 振兴国产半导体产业！ 不拘中国、 放眼世界 ！ 关注 世界半导体论坛 ↓ ↓ ↓ 台积电在官网上还提到，他们在今年前11个月营收34740.51亿新台币，同比增长32.8%，去 年同期为26161.45亿。 台积电11月份的营收同比增长24.5%，也就意味着他们月度同比增长的势头，已经达到了23 个月。他们的月度营收上一次同比下滑，还是2023年的12月份，那一个月他们1763亿新台 币的营收，是同比下滑了8.4%。如果台积电12月份的营收同比继续增长，那他们的月度营 收，就将有两年同比增长。 ***************END*************** 半导体公众号推荐 半导体论坛百万微信群 加群步骤： 第一步：扫描下方二维码，关注国芯网微信公众号。 12月11日消息，据报道，同此前通常在10日午后公布上月营收一样，为苹果、英伟达、AMD 等诸多厂商代工芯片的台积电，在今日午后也公布了他们11月份的营收。 台积电在官网公布的数据显示，他们在11月份营收3436.14亿新台币，折合约110.03亿美 元。 就台积电公布的数据来看，他们11月份的营收，是高于去年同期的2760 ...

Core Viewpoint - Hefei Jinghe Integrated Circuit Co., Ltd. has submitted its listing application to the Hong Kong Stock Exchange, with China International Capital Corporation as its sole sponsor [1]. Company Overview - Jinghe Integrated is a leading global 12-inch pure wafer foundry established in 2015, focusing on advanced process research and application, providing wafer foundry services across a range of process nodes from 150nm to 40nm, and steadily advancing its 28nm platform [5][8]. - According to Frost & Sullivan, Jinghe Integrated has the fastest capacity and revenue growth among the top ten global wafer foundry companies from 2020 to 2024, projected to be the ninth largest globally and the third largest in mainland China by revenue in 2024 [5]. Technological Capabilities - The company has established mass production capabilities for technology nodes from 150nm to 40nm and possesses technical capabilities across various process platforms, including DDIC, CIS, PMIC, Logic IC, and MCU, supporting its leading position in key market segments [8]. - Jinghe Integrated strategically positions itself at the core of the semiconductor value chain, providing specialized platforms for transforming chip designs into low-power, high-performance foundry chips, with applications in consumer electronics, automotive electronics, smart home, industrial control, AI, and IoT [8]. Research and Development - The company has built strong R&D capabilities in mainstream technology nodes from 150nm to 40nm and has made significant progress in developing the 28nm logic chip platform, supported by continuous R&D investment and technological advancements [8]. - As of June 30, 2025, Jinghe Integrated holds 1,177 patents, including 911 invention patents, and has 175 patent applications, with 91 invention patent applications in China and other jurisdictions [8]. Financial Performance - Jinghe Integrated has demonstrated relatively robust performance throughout the industry cycle, with total revenues of RMB 10.025 billion, RMB 7.182 billion, RMB 9.196 billion, RMB 4.331 billion, and RMB 5.130 billion for the years 2022, 2023, 2024, and the six months ending June 30, 2024, and 2025, respectively [9]. - The gross profit margins for the same periods were 43.1%, 20.3%, 25.2%, 24.1%, and 24.6%, while net profits were RMB 3.156 billion, RMB 119 million, RMB 482 million, RMB 195 million, and RMB 232 million, with net profit margins of 31.5%, 1.7%, 5.3%, 4.5%, and 4.5% [9].