SMIC Expects 2026 Revenue to Top $12 Billion as Equipment Lead Times Stretch

3 reports archived1 independent sourcesupdated 11/13/2026, 10:21:15

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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%.

LATEST/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%.

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Total 3 reports · Latest first

IT之家 · IT业界T2Nov 13, 10:21·72 pts
SMIC Warns Chip Foundry Capacity Will Tighten Sharply by 2027
- Industry consensus sees severe foundry capacity shortages in 2027, possibly extending into mid-to-late 2028
- AI-related memory demand may balance after mid-2028, while compute chips could stay tight
- SMIC expects full-year revenue above $12 billion, up nearly 30%, with gross margin around 26%
View Related Reports & Analysis Original Source
IT之家 · IT业界T2Nov 13, 09:26·58 pts
SMIC Expects Full-Year Revenue Above $12 Billion
- Q3 revenue reached RMB 60.6 billion, up 22.4% YoY, with net profit up 91.6% to RMB 7.31 billion
- Smartphone and consumer electronics fell 8% and 1% QoQ as capacity shifted to specialty memory and BCD
- Full-year revenue seen above $12 billion at ~26% gross margin; long equipment lead times may disrupt capex execution
View Related Reports & Analysis Original Source
IT之家 · IT业界T2Nov 13, 09:05·68 pts
SMIC Expects 2026 Revenue to Top $12 Billion as Equipment Lead Times Stretch
- Full-year 2026 revenue expected above $12 billion, up nearly 30% YoY
- Q4 revenue guided up 4%-6% QoQ with gross margin flat at 26%-28%
- Lengthening global equipment lead times may disrupt next year's capex
- Capacity shifted toward specialty memory, BCD and other high-value products
View Related Reports & Analysis Original Source

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SMIC Warns Chip Foundry Capacity Will Tighten Sharply by 2027

SMIC Expects Full-Year Revenue Above $12 Billion

SMIC Expects 2026 Revenue to Top $12 Billion as Equipment Lead Times Stretch