芯卓自产晶圆
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卓胜微:公司第三季度芯卓自产晶圆成本对毛利的影响环比第二季度有所改善
Zheng Quan Ri Bao· 2025-11-06 10:40
Group 1 - The core viewpoint of the article highlights that the demand in the industry has improved with the transition between peak and off-peak seasons, positively impacting the company's performance in the third quarter [2] - The company indicated that the impact of self-produced wafer costs on gross profit has improved compared to the second quarter, and this negative impact is expected to gradually diminish as production capacity utilization increases [2] - The overall gross profit is influenced by various factors including depreciation of self-produced wafers, market competition, and changes in product structure, and the company advises stakeholders to monitor regular reports for specific future gross profit situations [2]