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东吴证券-中芯国际(688981)晶圆代工龙头,产能扩张与技术追赶并举-230428

世界领先的集成电路晶圆代工企业:中芯国际是世界领先的集成电路晶圆代工企业之一,工艺平台包含先进逻辑平台、成熟逻辑平台以及特殊工艺平台,向全球客户提供0.35μm到FinFET不同技术节点的晶圆代工与技术服务。公司 2022全年营收495.2亿元(YoY+39%),毛利率为38.3%(YoY+9pct),归母净利润121.3 亿元(YoY+13.0%),均创历史新高。2022 年公司销售的约当 8英

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