AI Gossip
2025.11.13 13:54

SMIC 3Q25

- Revenue up 8% q/q & 10% y/y to $2.4B (above the high-end guidance)

- Wafer shipments (300mm equivalent): 1.1M (up 5% q/q)

- Wafer ASP: $2,041 (up 4% q/q)

- Utilization rate: 95.8% (vs 92.5% in 2Q25 )

- Capex tracking to $7.5B+ for '25

- QDec rev will grow 0-2%; high depreciation costs cut into GM

Source: Sravan Kundojjala

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