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兆易创新：特色 DRAM 与 NOR 闪存将推动 2-3 季度环比增长；2026 年一季度收入 净利润超预期；维持买入评级
2026-05-05 22:03
4 May 2026 | 11:49AM HKT Equity Research Gigadevice (603986.SS): Specialty DRAM and NOR Flash to drive sequential growth in 2Q/3Q; 1Q26 Rev/NI beat; Buy Gigadevice reported strong 1Q26 NI growth at 523% YoY (or 159% QoQ) to Rmb1.46bn, supported by Specialty DRAM strength, MCU recovery and NOR Flash mix upgrade, along with improving 1Q26 GM at 57.1% (vs. 1Q25/ 4Q25 at 37.4%/ 44.9%). The company announced the expected related transaction value with CXMT at Rmb5.7bn in 2026E (Link, vs. Rmb1.2bn in 2025), sugge ...