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Chinatimes
@chinatimes.com
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《半導體》瑞昱Q2每股賺7.42元、毛利率降至47% Q3審慎看待
瑞昱第二季受惠終端市場需求穩定及供應鏈價格調整,營收維持成長;毛利率則為47%,季減2.77個百分點、年減3.2個百分點,主要因AI及高效能運算需求強勁,晶圓產能優先配置於相關應用,推升產能成本,加上DRAM價格上漲,以及內嵌記憶體產品比重增加所致。第二季營業利益率為9.9%,較上季減少2個百分點,主要反映毛利率下滑;稅後淨利季減12.1%、年減5.7%。 瑞昱第二季存貨周轉...
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