晶圆代工“双雄”争锋：中芯、华虹二季度利润飙升

第一财经08-13 21:01

8月13日盘后，国内晶圆代工“双雄”中芯国际与华虹宏力（原华虹公司）同步交出2026年第二季度亮眼成绩单。在AI需求持续外溢、成熟制程供给趋紧的行业背景下，两家公司销售收入、毛利双双大幅增长。其中，中芯国际单季销售收入突破30亿美元，归母净利润同比猛增262%；华虹宏力销售收入创历史新高，产能利用率更是高达102.8%，满载运行。　　同时，两家龙头对三季度均给出了积极的业绩指引，半导体行业景气度...

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SMG主席、胜高株式会社（SUMCO）销售与市场部总经理矢田银次（Ginji Yada）表示：“第二季度硅晶圆出货量保持稳健增长，强劲且不断增长的AI相关需求已从先进逻辑和存储领域扩展至功率器件、光电子及其他市场。此外，工业和汽车需求正在复苏，而存储器价格压力则限制了PC和智能手机需求。器件制造商正大力投资扩产，硅晶圆需求增长预计将持续。”　　截至8月13日收盘，中芯国际（688981.SH）报129.44元/股，上涨1.16%，华虹宏力（688347.SH）报276.99元/股，上涨1.39%。（文章来源：第一财经）","kind":"news","is_publish_news":true,"is_publish_highlight":false,"is_publish_live":false,"is_publish_wemedia":false,"editions":null,"column":"","sentiment":"0","news_tag":"dataReport","news_rank":0,"isVideo":false,"video":null,"symbols":[],"gpt_button":1,"need_auth":false,"need_login_tip":false,"code":"91000000","status":"200"},"commentList":[],"isCommentEnd":true,"newsSizeData":{"likeSize":0,"commentSize":0,"repostSize":0,"favoriteSize":0,"likeStatus":false,"favoriteStatus":false},"APP":{"userAgent":"Mozilla/5.0 AppleWebKit/537.36 (KHTML, like Gecko; compatible; ClaudeBot/1.0; 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