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半导体双雄么……三星、英特尔你都追不上

追赶与跨越：中芯国际VS台积电财报对比

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18:00","market":"sh","language":"zh","title":"追赶与跨越：中芯国际VS台积电财报对比","url":"https://stock-news.laohu8.com/highlight/detail?id=2610933511","media":"东方财富Choice...","summary":"近期，“半导体双雄”财报揭榜。中芯国际在国内阵地战中坚定追赶，而台积电则借AI东风，营收、利润继续狂飙。2025年中芯国际展现了极强的成长韧性：全年实现营收约676亿元，同比增长16.2%；归母净利润达50.4亿元，同比增幅高达39.1%。尤其是在成熟制程领域，中芯国际稳扎稳打，深耕消费电子等本土基本盘。","content":"<html><body><div>\n<center><img src=\"https://np-newspic.dfcfw.com/download/D25091557284484603016_w1080h4526.jpg\" width=\"580\"/></center><p>　　近期，“<span>半导体</span><span></span>双雄”财报揭榜。<span><a href=\"https://laohu8.com/S/688981\">中芯国际</a></span>在国内阵地战中坚定追赶，而<span><a href=\"https://laohu8.com/S/TSM\">台积电</a></span><span></span>则借AI<a href=\"https://laohu8.com/S/600081\">东风</a>，营收、利润继续狂飙。</p><p>　　2025年<span href=\"http://quote.eastmoney.com/unify/r/116.00981\" target=\"_blank\" web=\"1\"><a href=\"https://laohu8.com/S/00981\">中芯国际</a></span>展现了极强的成长韧性：全年实现营收约676亿元，同比增长16.2%；归母净利润达50.4 亿元，同比增幅高达39.1%。尤其是在成熟制程领域，<span href=\"http://quote.eastmoney.com/unify/r/116.00981\" target=\"_blank\" web=\"1\">中芯国际</span>稳扎稳打，深耕<span>消费电子</span><span></span>等本土基本盘。</p><p>　　而<span href=\"http://quote.eastmoney.com/unify/r/106.TSM\" target=\"_blank\" web=\"1\">台积电</span>则凭借对 3nm/5nm 先进制程的统治力，营收迈向8800亿元的量级。随着 HPC（高性能计算营收占比冲上 58%，<span href=\"http://quote.eastmoney.com/unify/r/106.TSM\" target=\"_blank\" web=\"1\">台积电</span>已完成了从传统代工向“AI 基础设施”的身份跨越，以近60%的毛利率摄取了行业的绝大部分溢价。</p><p><img src=\"https://np-newspic.dfcfw.com/download/D25753173264126031117_w690h389.jpg\"/></p> </div></body></html>","source":"eastmoney_highlight","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>追赶与跨越：中芯国际VS台积电财报对比</title>\n<style 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href=\"http://finance.eastmoney.com/news/1345,202602113648000416.html\">网页链接</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"688981":"中芯国际","BK4550":"红杉资本持仓","BK4588":"碎股","LU0143863198.USD":"CT (LUX) I GLOBAL EMERGING MARKET EQUITIES\"AU\" (USD) ACC","LU0124676726.USD":"AB SICAV I - SUSTAINABLE US THEMATIC PORTFOLIO \"A\" (USD) ACC","LU2237443549.SGD":"Aberdeen Standard SICAV I - Global Dynamic Dividend A MIncA SGD-H","LU1989772923.USD":"CPR Invest - Climate Action A2 Acc USD-H","LU1037948897.HKD":"AB LOW VOLATILITY EQUITY PORTFOLIO \"AD\" (HKD) INC","BK1163":"半导体产品","LU2237443622.USD":"Aberdeen Standard SICAV I - Global Dynamic Dividend A Acc USD","LU0965508806.USD":"AB LOW VOLATILITY EQUITY PORTFOLIO \"AD\" (USD) INC","LU0359202008.SGD":"Blackrock China Fund A2 SGD-H","LU2298321311.HKD":"BGF CIRCULAR ECONOMY \"A\" (HKDHDG) ACC","LU2023250504.SGD":"Allianz Thematica Cl AMg DIS H2-SGD","LU1989764664.SGD":"CPR Invest - Global 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