SemiAnalysis· @SemiAnalysis_ · X·· 15 小时前AI 评分75
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SemiAnalysis 发帖称,存储厂商目前营业利润率约为80%。Micron 上季度营业利润率为 80.7%,SK hynix 2026 年第三季度为 79.7%;三星半导体部门(含晶圆代工和 System LSI)达到 72.4%。
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正文
Memory makers now run ~80% operating margins. Micron posted 80.7% last quarter and SK hynix 79.7% in 3Q26. Samsung's semiconductor division, which also includes foundry and System LSI, reached 72.4%. (1/4)🧵
来源:SemiAnalysis · x.com