产能利用率
Ratio of actual wafer output to designed capacity, a core gauge of foundry demand and depreciation efficiency.
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%.
SMIC reported 60.62 billion yuan in revenue and 7.31 billion yuan in net profit for the first nine months of 2026, up 22.4% and 91.6% year over year, driven by higher wafer shipments, rising utilization and an improved product mix. Third-quarter revenue reached 21.98 billion yuan with net profit of 2.85 billion yuan, as utilization climbed above the prior quarter's 93.7% and 12-inch wafers rose to 78.9% of mix.