IT之家 · IT业界T2·Infra
68 pts
SMIC co-CEO Zhao Haijun said full-year 2026 revenue is expected to exceed $12 billion, up nearly 30% year over year, with Q4 revenue guided up 4%-6% sequentially and gross margin held at 26%-28%. He warned that global equipment supply chain tightness and lengthening lead times could disrupt next year's capex execution. First three quarters revenue reached RMB 60.62 billion with net profit up 91.6%.