06/16/2025, 05:18 AM UTC
第一季度无晶圆厂营收环比增长6%Q1 fabless revenue up 6% q-o-q
➀ 全球第一季度无晶圆厂半导体营收达774亿美元,环比增长6%,市场需求持续强劲;
➁ 英伟达以423亿美元(环比增长12%)位列榜首,高通(94.7亿美元,环比下降6%)和博通(82亿美元,环比增长2%)分列第二、第三;
➂ AMD、联发科及Marvell、瑞昱等企业进入前十,凸显半导体行业参与者业绩分化。
➀ Q1 global fabless semiconductor revenue rose 6% quarter-over-quarter to $77.4 billion, driven by strong market demand;
➁ NVIDIA led with $42.3 billion (up 12% QoQ), followed by Qualcomm ($9.47 billion, down 6%) and Broadcom ($8.2 billion, up 2%);
➂ AMD, MediaTek, and others like Marvell and Realtek rounded out the top ten, reflecting varied performance across the semiconductor sector.
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