|
|
|
12.02.26 - 05:48
|
TSMC′s advanced process drives AI profits; SMIC, UMC, VIS face growth pressure (Digitimes)
|
|
|
Amazon, Google, Meta, and Microsoft are set to sharply increase AI capital expenditure in 2026, with total investments reaching US$670 billion. This surge has sparked market concerns about an AI bubble, though Nvidia CEO Jensen Huang called the CSPs' spending "reasonable and necessary." The semiconductor industry sees a clear divide: TSMC is profiting heavily from AI demand, while Semiconductor Manufacturing International Corporation (SMIC), United Microelectronics Corporation (UMC), and Vanguard International Semiconductor (VIS) face growth challenges....
|
|
|
|
|
|
|
11.02.26 - 04:18
|
China′s SMIC expects flat revenue as drop in low-end orders offsets AI chip growth (SCMP)
|
|
|
Semiconductor Manufacturing International Corp (SMIC), China's largest contract chipmaker, said it expected first quarter revenue to remain flat as a decline in low-end orders partly offset surging demand for memory chips for use in artificial intelligence applications.
SMIC reported on Tuesday that 2025 revenue increased 16.2 per cent from a year earlier to US$9.3 billion, while net profit surged 39 per cent to US$685.1 million. The growth was mainly due to increases in wafer shipment and......
|
|
|
11.02.26 - 00:42
|
SMIC breaks 2025 revenue record, margins fall to 19.2% (Digitimes)
|
|
|
On February 10, Semiconductor Manufacturing International Corporation (SMIC) reported record 2025 revenues, but quarterly gross margins fell to 19.2%. The decline, driven by heavy depreciation costs and shifting smartphone supply chain dynamics, underscores the financial pressure of aggressive capacity expansion despite sustained high utilization across manufacturing facilities....
|
|
|
|
|
|
|
14.11.25 - 10:00
|
SMIC shrugs off US curbs with record revenue outlook on tight chip supply (SCMP)
|
|
|
Semiconductor Manufacturing International Corporation (SMIC), China's largest chip foundry, said on Friday that full-year revenue is on track to hit an all-time high of more than US$9 billion, as tight foundry capacity and supply-chain localisation keep its fabs running at full tilt.
“The iterative effects across the supply chain are continuing, which leads to a stronger-than-usual off-season. Our production remains in a state of supply falling short of demand,” co-CEO Zhao Haijun said on an......
|
|
|
|
|
|
|
|
|
29.08.25 - 03:12
|
SMIC revenue surges 23% in 1H25, underscoring China’s chip ambitions (Digitimes)
|
|
|
Semiconductor Manufacturing International Corporation (SMIC) reported strong results for the first half of 2025, with revenue rising 23.4% year-on-year to CNY31.99 billion (US$4.47 billion). Foundry revenue reached CNY30.35 billion, up 25.9% from a year earlier, keeping SMIC in the No. 2 spot globally among pure-play foundries....
|
|
|
|
|
08.08.25 - 04:06
|
SMIC reports mixed 2Q25 results, forecasts modest growth as stimulus boost fades (Digitimes)
|
|
|
On late August 7, Semiconductor Manufacturing International Corporation (SMIC) posted mixed financial results for the second quarter of 2025, reflecting sequential softness but continued year-over-year recovery. The company also offered a cautiously optimistic outlook for the third quarter, expecting modest growth in revenue and a slight dip in margins....
|
|
|
|
|
|
|
|
|
|
|
|
|
09.05.25 - 06:06
|
SMIC may be expanding use of Chinese equipment as yield challenges weigh on outlook (Digitimes)
|
|
|
Semiconductor Manufacturing International Corp. (SMIC) reported that average selling prices declined in the latter half of the first quarter of 2025 due to production fluctuations at its fabs, causing revenue to fall short of previous guidance. The company indicated this impact will continue into the second quarter. As a result, SMIC forecasts second-quarter revenue to decline by 4~6% quarter-on-quarter, with a projected gross margin between 18% and 20%....
|
|
Börsentreff auf Facebook |
Börsentreff auf X |
Börsentreff auf Instagram
