【券商聚焦】高盛重申中芯国际(00981)买入评级目标价33.3港元

凤凰网港股2021-06-16

凤凰网港股|高盛发研报指，该行认为40nm工艺节点是中芯国际在2021-22年的主要增长驱动因素之一。该行预计公司在2021/22年收入分别上升32%/27%，基于客户对CIS、WiFi、Bluetooth、MCU、RF的需求推动；以及从55nm迁移到40nm的产品，如ISP和高压显示驱动器芯片。高盛对40nm进行建模分析，预计其在2021/22贡献占比分别为收入总额的16%/18%，及毛利总额的...

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2021-06-16
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