IT之家 · IT业界T2·Infra
62 pts
SMIC posted Q3 revenue of $3.19 billion, up 6.1% quarter-over-quarter and above guidance, driven by faster-than-expected customer pull-in of AI-adjacent chips such as BCD, specialty memory and controllers. Average wafer ASP rose 1.8% sequentially, and the company expects full-year revenue above $12 billion, up nearly 30% year-over-year, though lengthening equipment lead times may disrupt capex execution next year.