核心要点: 1. 这是一个OK的业绩,但是也单单只是OK;Revenue QoQ +6%, GM 52.5% (除去地震impact), OPM 41% at mid-point. Better than feared. Capex maintained not raised. 2. 下调了半导体行业增速预期 (not a good sign) ,公司的增速指引保...