← 返回列表

@zephyr_z9: Very marginal (less than 5%) and it will remain like that CXMT already has its capacity booked by the domestic customers The big jump in IC...

@zephyr_z9 3 信息等级 3 1 噪音/剔除；2 较弱；3 普通事实；4 重要行业动态；5 极重大事件。该分数是信息显著性，不是投资建议。 发布：2026-05-23T16:02 抓取：2026-05-24 12:57
🔗 原文链接
行业 半导体
摘要

个人推文分析中国IC出口增长原因：CXMT（长鑫存储）产能已被国内客户预订，且增长主要源于三星和SK海力士在西安、无锡的工厂以及成熟半导体出口。

客观事实
  • CXMT产能已被国内客户预订
  • 中国IC出口增长主要来自三星和SK海力士西安无锡工厂及成熟半导体
长鑫存储 三星 SK海力士 西安 无锡

原文

Very marginal (less than 5%) and it will remain like that
CXMT already has its capacity booked by the domestic customers

The big jump in IC exports from China is due to Samsung & Hynix exporting from their Xi'an & Wuxi facilities and also from legacy semis exports

likes: 219 | retweets: 19 | replies: 15 | views: 68454