????大å?©å¥½ï¼?ç«?é©??´æ¶¨10%

????ä¸?交æ??å®?ç½?ä¿¡æ????17?¥æ?¾ç¤ºï¼????¹å??导ä?ç§?????POå·²è?·ä?å¸?å§?审è???è¿???

????ä½?为å?½å???¶å???¶é????äº??¥â??ï¼????¹å??导ä?æ­¤æ??²å?ºç????¿ä?å¸?????èµ?180亿å??ï¼?è¿?ä¹???¹´??è¿?ä»?为æ???大è?æ¨?PO????æ­¤æ???½±??ï¼????¹å??导ä?æ¸??¡å??8?¥æ?©é?´å????¡ä»·å¤§æ¶¨ï¼???ä¸??åºþ=¶¨??0ï¼???

???? ????大å?©å¥½ï¼?ç«?é©??´æ¶¨10ï¼?

????ä¸?è¿?ï¼?ä¸?交æ??ä¹??°å?ºé???äº????¹å??导ä?äº?两大??????¶ä????¨å·¥?ºå?¶ç????¹æ?¹é????½å?þ@??°å?½é??é¢???????¹¶?¨å??è¡?ä¸?ç«?äº?ä¸??äº??¸å?ä¼??¿å?°ä?ï¼??¶ä????¢å?è¡?ä¸???æ±????????°å?产è?½è?½å?þ=?????

????????大å?©å¥½ï¼?ç«?é©??´æ¶¨10ï¼?

??????????è¿??§å???³æ³¨

????æ­¤æ??²å?»ç????¿ä?å¸?ï¼????¹å??导ä?????èµ?180亿å??ï¼????????¹å?¶é??ï¼????¡ï?项ç???12?±å?ï¼???8?±å???ä¼?????级项?????¹è?²å·¥?ºæ???????°ç????项ç????è¡¥å??æµ??¨è???ï¼??????????¥å??èµ?125亿å????20亿å????25亿å????10亿å????

?????¨æ??????ï¼??½å??ç¬??大æ?¶å?????¶å?????????»é??ç§????¿ï?????èµ????»é?è¾¾å??9.6亿å?????????¹å??导ä??²å?»ç????¿ï?ä¹?å°?è¶?è¿??¶å??????ï¼???为年????大è?æ¨?PO??

????????ï¼????¹å??导ä??????±æ??ä¸?åº??±å??¶å??????ä¸?åº?2?±å??¶å??????????022å¹´æ?????计产??2.4ä¸???/??ï¼????§çº¦å½? 8 ?±å?ç»?计ï?ï¼??»äº§?½ä?å±?ä¸??½å¤§??å¸??ºç?äº?ä½???ä¸?è¿?ï¼??¨å??è¿??¶ç??¹é????¸æ?äº??¨ç???¶å??代工巨头ä»?????¹å??导ä?å°???ä¸?å®?å·??ï¼?è¿?ä¸??¹é?¢é???ä¹????°ä?交æ???³æ³¨??

?????????°ç§¯?µã??ä¸???为代表ç???¶å??代工ç¬??æ¢???å·²å???nm??以ä?å·¥è?ºè???¹é??产ï????µã???¼è???ä¼?ä¸?äºþ@·²å°?å·¥è?ºè???¹æ?¨è???4nm??以ä?æ°´å¹³ï¼????¨ä¸­???½é???»å¹´å¹´ä¸­??14nm??28nm?¶ç??¶å?¥å??æ¯?è¾¾å??5.1ï¼?ï¼??????¹å??导ä??¶ç????¹è???1μm??5nm???¹ã??

????ä¸?交æ???°å?ºé???ï¼?è¦?æ±????¹å??导ä?ç»???主è?产å????项æ??????????????è¿?»£è¶??¿ç?ï¼?说æ?????þ=?¥æ??è¾?强ç??ç§??????°è?½å?????½é??é¢???????¹¶?¨å??è¡?ä¸?ç«?äº?ä¸??äº??¸å?ä¼??¿å?°ä???

????å®???ä¸?ï¼?ä¸???äº?ä¸????½é???²å?ºå??è¿??¶ç?ï¼????¹å??导ä?ä¸?注ä??¹è?²å·¥?ºå¹³?°ç??????????级ï?主è???ä¾??????¨ä»¶??åµ??¥å?????失æ?§å??¨å?¨ã??模æ??ä¸??µæ?管ç?????»è?ä¸?å°?é¢??????å¼?????失æ?§å??¨å?¨ç?å·¥è?ºç???¶å??代工????å¥????¡ã??

???????¹è?²å·¥?ºè?????§è?½ä?å®??¨è¿½æ±??¨ä»¶å°ºå???缩å?ï¼?ä¼?ä¸?ä¹?????è¿?åºþ@??ä¸?è§????©å?å®?å¾???追æ???è¿??¶ç????¨ä??????¥ï????¹å??导ä??¨å?½å???¹è?²å·¥?ºé???????ä¸?å¸?ï¼?ä¸?管æ??OS??IGBTè¿???CUé¢?????

??????ä»?å·¥è?ºå?¶ç??¥ç??ï¼????¹å??导ä?55nm??65nm?¶å?¥æ?ä¾???022å¹´æ???¾æ????ï¼?ä»?2021å¹´ç??9.66ï¼?????4.19ï¼?????90nm??95nmæ¯?ä¾?ä¹?ä»?2021å¹´ç??17.17ï¼?????0.41ï¼?ï¼????©ä??¶ç????¹è?¥æ?¶æ?ä¾??????¨æ?¶ç¼©??

????å°¤å?¶æ?????¹å??导ä?12?±å???产线已ç???为è?å¹´æ?¥ä?绩ç????è¦?驱å?¨å????2022年度ï¼?12?±å??¶å???¥æ?¶å??æ¯???020å¹´ç??6.57ï¼?????0.55ï¼?ï¼?12?±å?产å??è¿?ä¸?å¹´è?¥æ?¶å???å¢???93.62ï¼???

????å®???ä¸?ï¼?æ­£æ?????äº??¹è?²å·¥?ºå¹³?°æ??对å???å·¥ä???汽车??æ±?é«?æ¶?????¹å??导ä?ä¸?绩å??????¾é?äº?ä¸????½é????

?????·ä??¥ç??ï¼????¹å??导ä?2023å¹´ä?季度å®??°è?¥ä??¶å??3.35亿å??ï¼???æ¯?å¢???.09ï¼?ï¼?å½?å±?æ¯????¸å???©æ¶¦10.46亿å??ï¼???æ¯?å¢???7.88ï¼?????ä¸????½é?????¨ä?季度å®??°è?¥ä??¶å??02.09亿å??ï¼?å®??°å???©æ¶¦15.91亿å??ï¼???æ¯????ºç?°ä?????

????æ­¤å?ï¼????¹å??导ä?æ­¤å?????²ï?计å???¨å???ä¸?å¸???ä¸?å¹´å???¶è´­?±å?¶æ????¸æ?§å?¶ç???þ??家æ?¶å??代工??????å¾????????å¾???å®?ä½?????è¿??»è?å·¥è?ºç??追赶????ï¼?????å¾?»¥ 12 ?±å? 65/55nm ??å·¥è?ºè???¹ä¸º?ºç???èµ·ç?¹ï?????å·²å?å·¥è?ºè???¹æ?¨è???8nm?????ºæ??é¢?计ï?è¿?å°?使å???¹äº§?½æ??é«?20ï¼?å·þ@?³ï?并巩?ºå?¶å?¨ä¸­?½ç?¹è?²å·¥?ºä»£å·¥é?????é¢????°ä???

?????°å?产è?½è?½å?þ=???ï¼?

????æ­¤å?ï¼?ä¸?交æ??è¿????????¹å??导ä??¢å?è¡?ä¸???æ±????????°å?产è?½è?½å?þ=?????

???????»å¹´ä¸???年以?¥ï?ä¸?游ç?ç«???æ±??²è½¯??æ­¥ä?导è?³æ?¶å???¶é??????ï¼?ä»?年以?¥å±¡???¶å??代工????稼å?¨ç???¾å?¨ã??大æ????ä»·æ?¼æ??????产ä?æ¶????å¼???产è?½è??©æ??忧ã??

????ä¸?è¿?ï¼?ä»????¹å??导ä?产è?½æ?¹é?¢ç??ï¼?2020å¹´è??022å¹´ï??¶æ?¶å??å¹³å????????ä»·ä?2920.47??/??????914.85??/??ï¼?ä¾?æ±??³ç³»è¾?为紧å¼???

??????ä»?è¿??»ä?å¹´ç??产è?½å?©ç?¨ç???¹é?¢ç??ï¼????¹å??导ä?8?±å?产线产è?½å?©ç?¨ç????020å¹´è??022å¹´å????¸º99.98ï¼???109.66ï¼???108.62ï¼?ï¼?12?±å?产线产è?½å?©ç?¨ç????020å¹´è??022å¹´é?´å????¸º48.13ï¼???103.40ï¼???105.89ï¼???

????ä¸??¾ç???ºï?8?±å?产线产è?½å?©ç?¨ç????022å¹´å?ºç?°ä?ä¸?å®?ä¸?æ»?ï¼?ä½??¸å?äº?è¡?ä¸???è¨?ï¼?ä»?ç»´æ??é«?ä½????¨ä?å¹´ä?季度ï¼????¹å??导ä?8?±å?产è?½å?©ç?¨ç??ä¸?07.1ï¼?ï¼?ä¹??ºç?°å?å¹?ä¸?æ»?ï¼?ä½?继续维æ??é«?稼å?¨ç????

????对æ??¥ç??ï¼?ä¸????½é??ä¸?季度产è?½å?©ç?¨ç????è¿?ä¸?æ­¥ä????°è??8.1ï¼?ï¼?ä¸?ä¹??¸è?ï¼?2022å¹´å??季度产è?½å?©ç?¨ç??ä¸?9.5ï¼???ä¸??´è??¸è?为ï????¹å??导ä?ä¸?季度产è?½å?©ç?¨ç??è¶?è¿?æ­¤å???²è?é¢?????

????ä¸?è¿?ï¼?该æ?ºæ??è¿?????ï¼?????è¡?ä¸?ä»?å¤?ä¸?è¡??¨æ??ï¼?ä¸?游é??æ±?ä¸?足ï?ä½?????äº?ä¾?ç»?????ï¼????¸æ?´ä?产è?½å?©ç?¨ç??å°?ç»´æ???¨é?ä½???ä½???ç»???©ç??å°??ºç?°å??è°?ï¼??¡ä»·??大å???è°?å·²ç??¸å???????ç»??åºþ>??ä¸?绩æ??忧ã??

????????æ³°è??¸ä????°ï????¹å¹³????»·ä»?2021å¹´ä?季度??436ç¾???ä¸???38.8ï¼??³ä?å¹´ä?季度??605ç¾???ï¼?主å??12?±å?产å??????å¢???以å?????¹ä¸»è¦?产å??å¹³å?°å???ç«??¨ä»¶??MCUä¾?åº?ç´§å???

??????ä½??¨ä?è¡??¨æ??ä¸?????¹å??导ä???è¦???å¢???3ä¸???/????产è?½ï?12?±å?å¢???è¿?50ï¼?ï¼?ï¼?è¿?å°??¨æ???¥å??ä¸??åºþ>??¶å????价带?¥å·¨å¤§å????????该æ?ºæ??é¢?计ï????¹å??ä»·å?ä»?ä»?å¹´ä?季度??605ç¾???ä¸????°æ??å¹´ä?季度??557ç¾?????

????

?³é?????读ï? ????

责任����???
精彩?¨è??
??è½½æ?´å?
?¨é?¨è?è®