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裕太微(688515.SH):與業內頭部供應商長期保持穩定的戰略合作關係 當前尚未收到有關升價的書面通知
格隆匯 07-11 07:32

格隆匯7月11日丨裕太微(688515.SH)近日在接待機構投資者調研時表示,在今年一季報中,多家晶圓廠商提及產能利用率情況,部分頭部廠商一季度產能利用率已超過80%。部分晶圓廠也在今年5月的業績會上曾透露,8英寸廠和12英寸廠的產能利用率已接近滿載。公司與業內頭部供應商長期保持穩定的戰略合作關係,當前公司尚未收到有關升價的書面通知。公司目前較多產品的製程集中在8英寸和12英寸,晶圓代工的價格變動後續可能對公司的成本有部分影響,但從產能供給情況來看,隨着公司產品規模的不斷擴大,公司將充分且高效地整合供應鏈資源,為產能提供有力保障。

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