Bernstein_FQ326季度回顾 - 我想握住你的手...（英）

报告摘要

Stacy A. Rasgon, Ph.D. stacy.rasgon@bernsteinsg.com U.S. Semiconductors

核心要点

20 November 2025
275.00 USD (225.00 OLD)
19 Nov 2025
186.52
275.00
212.19/86.62
0.0%
38.9

报告信息

文件全名: 《Bernstein_FQ326季度回顾 - 我想握住你的手...（英）-21页.pdf》
适合读者: 战略规划行业研究员
核心数据: revenues notably strong and up ~27% QoQ. Networking also grew ~13% QoQ and ~162%
(which overall made up only ~5% of sales). ProVis was also above expectations, while Gaming
and Auto were a bit below. Gross margin was ~73.6%, about inline with consensus.
back to 75%. Importantly, the company reiterated their visibility on ~$500B in Blackwell/
in the quarter), with compute revenues notably strong and up ~27% QoQ. Networking also grew ~13% QoQ and
核心议题: 管理咨询

常见问题

《Bernstein_FQ326季度回顾 - 我想握住你的手...（英）》主要包含哪些内容?

Stacy A. Rasgon, Ph.D. stacy.rasgon@bernsteinsg.com U.S. Semiconductors核心数据:revenues notably strong and up ~27% QoQ. Networking also grew ~13% QoQ and ~162%;(which overall made up only ~5% of sales). ProVis was also above expectations, while Gaming;and Auto were a bit below. Gross margin was ~73.6%, about inline with consensus.。

这份报告覆盖哪一年、篇幅多大?

覆盖 2025 年,全文约 21。

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适合战略规划、行业研究员等读者参考。

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重点分析了管理咨询等议题。