SMIC's Zhao Haijun: The growth rate of Chinese customer demand exceeds the company's overall demand growth rate
2026-11-13 09:23:22
According to CoinMeta, SMIC, in conjunction with CEO Zhao Haijun, stated at the third-quarter earnings meeting that in terms of regional breakdown of sales revenue for the third quarter, China and the United States accounted for 90.8% and 7.8% respectively. In terms of amount, sales revenue from China increased by 7% month-on-month. The main reason for this is that the growth rate of customer demand in China was higher than the overall company demand growth rate, so the company accordingly adjusted its production capacity to meet customer needs. When broken down by wafer size, 12-inch and 8-inch wafers each accounted for 79% and 21% of the total. In terms of amount, sales revenue from 12-inch and 8-inch wafers increased by 9% and 4% month-on-month respectively. The main reasons for this are strong customer demand and the company's focus on expanding production capacity with 12-inch production lines.
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Source:Jin10 Data
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