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賽微電子(300456.SZ):瑞典FAB1&FAB2上半年處於恢復階段 產能利用率仍處於較低水平
格隆匯 09-06 08:12

格隆匯9月6日丨賽微電子(300456.SZ)近期在接待投資者調研時表示,瑞典 FAB1&FAB2 在當前階段的定位仍屬於中試+小批量產線,其產能利用率受到工藝開發業務的影響,工藝開發對產線的產能利用率天然低於晶圓製造業務。除國際政治環境、市場波動及客户結構調整因素外,此前在預期針對德國 FAB5 的收購可以快速實現的背景下,公司持續推動瑞典、德國產線之間的產能擴充、遷移及結構調整工作,對瑞典產線的定位、其自身的運營及產能的使用也構成顯著影響。由於瑞典 FAB1&FAB2 在今年上半年處於恢復階段,其產能利用率仍處於較低水平。

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