Foundry Industry

5 atoms · 跨 1 天 · 首见 2026-06-01 · 最近 2026-06-01

三色: 🟦 fact 3 · 🟥 take 2 · stance ▲1/▼0/◆0

来源: X 5

时态: fresh:5

标签: 好数字:4 · 好观点:1

叙事 (narrative) (1)

• 2026-06-01 · 8英寸供应紧缩
  Mature node finally turns. 8-inch supply tightens as TSMC and Samsung exit legacy lines
  tags: 好观点 · → daily

预测 (forecast) (1)

• 2026-06-01 · 2Q26E 营收
  2Q26E tracks to $54.7B (+29% y/y, +12% q/q)
  tags: 好数字 · → daily
  value: qty=$54.7B · date=2Q26

事实 (fact) (3)

• 2026-06-01 · 1Q26 营收
  The foundry industry hit a record $48.8B in 1Q26
  tags: 好数字 · → daily
  value: qty=$48.8B
• 2026-06-01 · 1Q26 营收增长率
  The foundry industry hit a record $48.8B in 1Q26, +32% y/y
  tags: 好数字 · → daily
  value: qty=+32% · direction=y/y
• 2026-06-01 · 1Q26 营收环比增长率
  The foundry industry hit a record $48.8B in 1Q26, +3% q/q in seasonally soft Q1
  tags: 好数字 · → daily
  value: qty=+3% · direction=q/q

时间轴 (近 20)

• 2026-06-01 · fact · 1Q26 营收 · → daily
• 2026-06-01 · fact · 1Q26 营收增长率 · → daily
• 2026-06-01 · fact · 1Q26 营收环比增长率 · → daily
• 2026-06-01 · forecast · 2Q26E 营收 · → daily
• 2026-06-01 · narrative · 8英寸供应紧缩 · → daily

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