Renesas Q2 Earnings Deep Dive: Auto Chip Inventory Destocking Accelerates, Gross Margin Rebound Signals Inflection Point

2026-08-04 00:56:18 118 Reading

Renesas Electronics' Q2 FY2026 earnings show sequential revenue growth and the first gross margin rebound after consecutive declines, with automotive chip inventory adjustments nearing an end. While Industrial and IoT segments remain under pressure, automotive order recovery signals are clear, and the company's capex shift toward third-generation semiconductor SiC heralds an approaching industry cycle inflection.

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/www/wwwroot/cjgpcs.cn/vendor/topthink/think-multi-app/src/Url.php ( 7.52 KB )
/www/wwwroot/cjgpcs.cn/vendor/topthink/framework/src/think/route/Url.php ( 14.05 KB )
/www/wwwroot/cjgpcs.cn/vendor/topthink/framework/src/think/Response.php ( 9.07 KB )
/www/wwwroot/cjgpcs.cn/vendor/topthink/framework/src/think/response/Html.php ( 0.97 KB )
/www/wwwroot/cjgpcs.cn/vendor/topthink/think-trace/src/Html.php ( 4.42 KB )

CONNECT:[ UseTime:0.001095s ] mysql:host=127.0.0.1;port=3306;dbname=cjgpcs;charset=utf8mb4
SHOW FULL COLUMNS FROM `g3ys_config` [ RunTime:0.002594s ]
SELECT `value` FROM `g3ys_config` WHERE `name` = 'timezone' AND `subsite_id` = '48' LIMIT 1 [ RunTime:0.000627s ]
SHOW FULL COLUMNS FROM `g3ys_route` [ RunTime:0.003391s ]
SELECT * FROM `g3ys_route` WHERE ( `subsite_id` = '48' OR `subsite_id` = '0' ) AND `module` = 'home' AND `status` = 1 ORDER BY `sort` DESC,`id` ASC [ RunTime:0.000841s ]
SHOW FULL COLUMNS FROM `g3ys_theme` [ RunTime:0.003442s ]
SELECT `paginator` FROM `g3ys_theme` WHERE `module` = 'home' AND `name` = 'setphi' AND `subsite_id` = '48' LIMIT 1 [ RunTime:0.001556s ]
SHOW FULL COLUMNS FROM `g3ys_lang` [ RunTime:0.003275s ]
SELECT * FROM `g3ys_lang` WHERE `subsite_id` = 48 AND ( ( LOWER(name) = 'en' ) OR `subtag` = 'en' ) AND `status` = 1 ORDER BY `id` ASC LIMIT 1 [ RunTime:0.001226s ]
SHOW FULL COLUMNS FROM `g3ys_member` [ RunTime:0.004871s ]
SELECT * FROM `g3ys_member` WHERE `id` = 0 AND `subsite_id` = '48' LIMIT 1 [ RunTime:0.001440s ]
SHOW FULL COLUMNS FROM `g3ys_document` [ RunTime:0.004910s ]
SELECT `id`,`document_type` FROM `g3ys_document` WHERE `subsite_id` = 48 AND `name` = 'renesas-q2-earnings-auto-chip-recovery-2026' AND `status` IN ('1','2') LIMIT 1 [ RunTime:0.002326s ]
SELECT * FROM `g3ys_document` WHERE ( `name` = '6118' OR `id` = '6118' ) AND `subsite_id` = 48 LIMIT 1 [ RunTime:0.005437s ]
SHOW TABLES LIKE 'g3ys_document_article' [ RunTime:0.003667s ]
SHOW FULL COLUMNS FROM `g3ys_document_article` [ RunTime:0.001637s ]
SELECT * FROM `g3ys_document_article` WHERE `document_id` = '6118' LIMIT 1 [ RunTime:0.000767s ]
SHOW FULL COLUMNS FROM `g3ys_total` [ RunTime:0.002125s ]
SELECT * FROM `g3ys_total` WHERE `target_id` = '6118' LIMIT 1 [ RunTime:0.000685s ]
SHOW TABLES LIKE 'g3ys_document_article_lang' [ RunTime:0.002405s ]
SHOW FULL COLUMNS FROM `g3ys_document_article_lang` [ RunTime:0.002092s ]
SELECT * FROM `g3ys_document_article_lang` WHERE `subsite_id` = '48' AND `lang` = 'en' AND `document_id` = '6118' [ RunTime:0.008404s ]
SHOW FULL COLUMNS FROM `g3ys_document_article_lang` [ RunTime:0.002343s ]
SHOW TABLES LIKE 'g3ys_category_lang' [ RunTime:0.002291s ]
SHOW FULL COLUMNS FROM `g3ys_category_lang` [ RunTime:0.002082s ]
SELECT * FROM `g3ys_category_lang` WHERE `subsite_id` = '48' AND `category_id` = '1935' AND `lang` = 'en' LIMIT 1 [ RunTime:0.000773s ]
SELECT * FROM `g3ys_total` WHERE `target_id` = '6118' LIMIT 1 [ RunTime:0.000721s ]
UPDATE `g3ys_total` SET `view_total` = `view_total` + 1 WHERE `target_id` = '6118' [ RunTime:0.002452s ]
SHOW FULL COLUMNS FROM `g3ys_record` [ RunTime:0.003943s ]
SELECT `id` FROM `g3ys_record` WHERE `subsite_id` = '48' AND `type` = 'article' AND `url` = 'https://www.setphi.asia/renesas-q2-earnings-auto-chip-recovery-2026' AND `create_time` >= 1789689247 AND ( `visitor_id` = '162d12fd7bffc034f7e98348012e8131' OR `session_id` = '2fde99c0d6a9dcaccf21258a728f928a' ) LIMIT 1 [ RunTime:0.004711s ]
INSERT INTO `g3ys_record` SET `subsite_id` = '48' , `uid` = '0' , `visitor_id` = '162d12fd7bffc034f7e98348012e8131' , `session_id` = '2fde99c0d6a9dcaccf21258a728f928a' , `type` = 'article' , `target_id` = '6118' , `target_type` = 0 , `category_id` = '1935' , `title` = 'Renesas Q2 Earnings Deep Dive: Auto Chip Inventory Destocking Accelerates, Gross Margin Rebound Signals Inflection Point' , `url` = 'https://www.setphi.asia/renesas-q2-earnings-auto-chip-recovery-2026' , `path` = '/renesas-q2-earnings-auto-chip-recovery-2026' , `query_string` = '' , `referer` = '' , `referer_domain` = '' , `source_type` = 'direct' , `source_domain` = '' , `search_engine` = '' , `search_keyword` = '' , `utm_source` = '' , `utm_medium` = '' , `utm_campaign` = '' , `utm_term` = '' , `utm_content` = '' , `ip` = '216.73.216.179' , `user_agent` = 'Mozilla/5.0 AppleWebKit/537.36 (KHTML, like Gecko; compatible; ClaudeBot/1.0; +claudebot@anthropic.com)' , `device_type` = 'pc' , `browser` = '其他' , `browser_version` = '' , `os` = '其他' , `os_version` = '' , `language` = '' , `is_spider` = 0 , `spider_name` = '' , `status_code` = 200 , `country` = '' , `province` = '' , `city` = '' , `district` = '' , `isp` = '' , `region_code` = '' , `geo_status` = 0 , `geo_time` = 0 , `create_time` = 1789689307 , `update_time` = 1789689307 [ RunTime:0.006893s ]
SHOW FULL COLUMNS FROM `g3ys_comment` [ RunTime:0.004815s ]
SELECT COUNT(*) AS think_count FROM `g3ys_comment` WHERE `target_id` = '6118' AND `pid` = '0' [ RunTime:0.001987s ]
SHOW FULL COLUMNS FROM `g3ys_model` [ RunTime:0.004572s ]
SELECT `id`,`name`,`title`,`field_group` FROM `g3ys_model` WHERE `extend` = 0 AND `id` <> 1 AND `subsite_id` IN ('0','48') AND `status` = 1 [ RunTime:0.001312s ]
SHOW TABLES LIKE 'g3ys_paragraph' [ RunTime:0.002357s ]
SHOW TABLES LIKE 'g3ys_paragraph_lang' [ RunTime:0.003123s ]
SHOW TABLES LIKE 'g3ys_gallery' [ RunTime:0.002237s ]
SHOW TABLES LIKE 'g3ys_gallery_lang' [ RunTime:0.002067s ]
SHOW TABLES LIKE 'g3ys_video' [ RunTime:0.002139s ]
SHOW TABLES LIKE 'g3ys_video_lang' [ RunTime:0.001970s ]
SHOW TABLES LIKE 'g3ys_faq' [ RunTime:0.002193s ]
SHOW TABLES LIKE 'g3ys_faq_lang' [ RunTime:0.002249s ]
SHOW TABLES LIKE 'g3ys_blockquote' [ RunTime:0.002120s ]
SHOW TABLES LIKE 'g3ys_blockquote_lang' [ RunTime:0.002200s ]
SHOW TABLES LIKE 'g3ys_cards' [ RunTime:0.002735s ]
SHOW TABLES LIKE 'g3ys_cards_lang' [ RunTime:0.002097s ]
SHOW TABLES LIKE 'g3ys_objects' [ RunTime:0.002007s ]
SHOW TABLES LIKE 'g3ys_objects_lang' [ RunTime:0.002058s ]
SHOW TABLES LIKE 'g3ys_videos' [ RunTime:0.002305s ]
SHOW TABLES LIKE 'g3ys_videos_lang' [ RunTime:0.002055s ]
SHOW TABLES LIKE 'g3ys_audios' [ RunTime:0.002031s ]
SHOW TABLES LIKE 'g3ys_audios_lang' [ RunTime:0.002136s ]
SHOW TABLES LIKE 'g3ys_files' [ RunTime:0.002239s ]
SHOW TABLES LIKE 'g3ys_files_lang' [ RunTime:0.002561s ]
SHOW TABLES LIKE 'g3ys_richmedia' [ RunTime:0.002140s ]
SHOW TABLES LIKE 'g3ys_richmedia_lang' [ RunTime:0.002058s ]
SHOW FULL COLUMNS FROM `g3ys_paragraph` [ RunTime:0.002445s ]
SELECT * FROM `g3ys_paragraph` WHERE `document_id` = 6118 AND `subsite_id` = '48' AND `status` = 1 ORDER BY `sort` ASC,`id` ASC [ RunTime:0.000978s ]
SHOW FULL COLUMNS FROM `g3ys_gallery` [ RunTime:0.002109s ]
SELECT * FROM `g3ys_gallery` WHERE `document_id` = 6118 AND `subsite_id` = 48 AND `status` = 1 ORDER BY `sort` ASC,`id` ASC [ RunTime:0.000938s ]
SHOW FULL COLUMNS FROM `g3ys_video` [ RunTime:0.003962s ]
SELECT * FROM `g3ys_video` WHERE `document_id` = 6118 AND `subsite_id` = 48 AND `status` = 1 ORDER BY `sort` ASC,`id` ASC [ RunTime:0.001490s ]
SHOW FULL COLUMNS FROM `g3ys_faq` [ RunTime:0.003305s ]
SELECT * FROM `g3ys_faq` WHERE `document_id` = 6118 AND `subsite_id` = 48 AND `status` = 1 ORDER BY `sort` ASC,`id` ASC [ RunTime:0.001161s ]
SHOW FULL COLUMNS FROM `g3ys_blockquote` [ RunTime:0.002285s ]
SELECT * FROM `g3ys_blockquote` WHERE `document_id` = 6118 AND `subsite_id` = 48 AND `status` = 1 ORDER BY `sort` ASC,`id` ASC [ RunTime:0.001153s ]
SHOW FULL COLUMNS FROM `g3ys_cards` [ RunTime:0.002512s ]
SELECT * FROM `g3ys_cards` WHERE `document_id` = 6118 AND `subsite_id` = '48' AND `status` = 1 ORDER BY `sort` ASC,`id` ASC [ RunTime:0.001036s ]
SHOW FULL COLUMNS FROM `g3ys_objects` [ RunTime:0.002436s ]
SELECT * FROM `g3ys_objects` WHERE `document_id` = 6118 AND `subsite_id` = '48' AND `status` = 1 ORDER BY `sort` ASC,`id` ASC [ RunTime:0.001028s ]
SHOW FULL COLUMNS FROM `g3ys_videos` [ RunTime:0.002466s ]
SELECT * FROM `g3ys_videos` WHERE `document_id` = 6118 AND `subsite_id` = '48' AND `status` = 1 ORDER BY `sort` ASC,`id` ASC [ RunTime:0.000921s ]
SHOW FULL COLUMNS FROM `g3ys_audios` [ RunTime:0.002846s ]
SELECT * FROM `g3ys_audios` WHERE `document_id` = 6118 AND `subsite_id` = '48' AND `status` = 1 ORDER BY `sort` ASC,`id` ASC [ RunTime:0.000934s ]
SHOW FULL COLUMNS FROM `g3ys_files` [ RunTime:0.002261s ]
SELECT * FROM `g3ys_files` WHERE `document_id` = 6118 AND `subsite_id` = '48' AND `status` = 1 ORDER BY `sort` ASC,`id` ASC [ RunTime:0.000886s ]
SHOW FULL COLUMNS FROM `g3ys_richmedia` [ RunTime:0.002245s ]
SELECT * FROM `g3ys_richmedia` WHERE `document_id` = 6118 AND `subsite_id` = '48' AND `status` = 1 ORDER BY `sort` ASC,`id` ASC [ RunTime:0.000893s ]
SELECT * FROM `g3ys_document` WHERE `category_id` = 1935 AND `subsite_id` = 48 AND `pid` = '0' AND `status` = '1' AND ( ( sort > 0) or ( sort = 0 and id < 6118) ) ORDER BY `sort` ASC,`id` DESC LIMIT 1 [ RunTime:0.001655s ]
SELECT * FROM `g3ys_document` WHERE `category_id` = 1935 AND `subsite_id` = 48 AND `pid` = '6039' AND `status` = '1' ORDER BY `sort` ASC,`id` DESC LIMIT 1 [ RunTime:0.001233s ]
SELECT * FROM `g3ys_document_article_lang` WHERE `subsite_id` = '48' AND `lang` = 'en' AND `document_id` = '6039' [ RunTime:0.008605s ]
SELECT * FROM `g3ys_document` WHERE `category_id` = 1935 AND `subsite_id` = 48 AND `pid` = '6118' AND `status` = '1' AND `document_type` = 0 ORDER BY `sort` DESC,`id` ASC LIMIT 1 [ RunTime:0.001657s ]
SELECT * FROM `g3ys_document` WHERE `category_id` = 1935 AND `subsite_id` = 48 AND `pid` = '0' AND `status` = '1' AND `document_type` = 0 AND ( ( sort>0 and sort <= 0 and id!=6118) or ( sort = 0 and id > 6118) ) ORDER BY `sort` DESC,`id` ASC LIMIT 1 [ RunTime:0.001265s ]
SELECT * FROM `g3ys_document_article_lang` WHERE `subsite_id` = '48' AND `lang` = 'en' AND `document_id` = '6153' [ RunTime:0.007569s ]
SELECT * FROM `g3ys_route` WHERE ( `subsite_id` = '48' OR `subsite_id` = '0' ) AND `module` = 'home' AND `status` = 1 ORDER BY `sort` DESC,`id` ASC [ RunTime:0.001276s ]
SELECT * FROM `g3ys_route` WHERE ( `subsite_id` = '48' OR `subsite_id` = '0' ) AND `module` = 'home' AND `status` = 1 ORDER BY `sort` DESC,`id` ASC [ RunTime:0.000766s ]
SELECT * FROM `g3ys_route` WHERE ( `subsite_id` = '48' OR `subsite_id` = '0' ) AND `module` = 'home' AND `status` = 1 ORDER BY `sort` DESC,`id` ASC [ RunTime:0.000734s ]
SELECT * FROM `g3ys_route` WHERE ( `subsite_id` = '48' OR `subsite_id` = '0' ) AND `module` = 'home' AND `status` = 1 ORDER BY `sort` DESC,`id` ASC [ RunTime:0.000771s ]
SELECT * FROM `g3ys_route` WHERE ( `subsite_id` = '48' OR `subsite_id` = '0' ) AND `module` = 'home' AND `status` = 1 ORDER BY `sort` DESC,`id` ASC [ RunTime:0.000772s ]
SELECT * FROM `g3ys_route` WHERE ( `subsite_id` = '48' OR `subsite_id` = '0' ) AND `module` = 'home' AND `status` = 1 ORDER BY `sort` DESC,`id` ASC [ RunTime:0.001063s ]
SELECT * FROM `g3ys_total` WHERE `target_id` = '6118' LIMIT 1 [ RunTime:0.001059s ]
SHOW FULL COLUMNS FROM `g3ys_file` [ RunTime:0.003517s ]
SELECT * FROM `g3ys_file` WHERE `status` = 1 AND `id` = 4274 LIMIT 1 [ RunTime:0.000980s ]
SHOW FULL COLUMNS FROM `g3ys_ad_location` [ RunTime:0.004170s ]
SELECT * FROM `g3ys_ad_location` WHERE `name` = 'ad-detail-full' AND `subsite_id` = '48' AND `status` = 1 LIMIT 1 [ RunTime:0.001085s ]
SHOW FULL COLUMNS FROM `g3ys_ad` [ RunTime:0.002671s ]
SELECT * FROM `g3ys_ad` WHERE `subsite_id` = '48' AND `ad_location_id` = '115' AND `status` = 1 AND `device` IN ('all','pc') AND ( `start_time` = 0 OR `start_time` <= 1789689308 ) AND ( `end_time` = 0 OR `end_time` >= 1789689308 ) ORDER BY `sort` DESC,`id` DESC [ RunTime:0.001251s ]
SHOW FULL COLUMNS FROM `g3ys_ad_lang` [ RunTime:0.002767s ]
SELECT * FROM `g3ys_ad_lang` WHERE `ad_id` = 115 AND `subsite_id` = '48' AND `lang` = 'en' [ RunTime:0.000902s ]
SHOW FULL COLUMNS FROM `g3ys_ad_lang` [ RunTime:0.002094s ]
SELECT * FROM `g3ys_route` WHERE ( `subsite_id` = '48' OR `subsite_id` = '0' ) AND `module` = 'home' AND `status` = 1 ORDER BY `sort` DESC,`id` ASC [ RunTime:0.001067s ]
SELECT * FROM `g3ys_route` WHERE ( `subsite_id` = '48' OR `subsite_id` = '0' ) AND `module` = 'home' AND `status` = 1 ORDER BY `sort` DESC,`id` ASC [ RunTime:0.000780s ]
SELECT * FROM `g3ys_route` WHERE ( `subsite_id` = '48' OR `subsite_id` = '0' ) AND `module` = 'home' AND `status` = 1 ORDER BY `sort` DESC,`id` ASC [ RunTime:0.000747s ]

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