SMIC的Q3利润在强劲的国内需求下增长了28.9%,但记忆芯片短缺正在将非记忆芯片订单推迟到2026年。 SMIC’s Q3 profits rose 28.9% on strong domestic demand, but memory chip shortages are delaying non-memory chip orders into 2026.

中国顶尖的芯片制造者SMIC(SMIC)报告说,Q3的结果比预期的要强,收入增长9.7%至23.8亿美元,利润增长28.9 % 至1.9175亿美元,由强劲的国内需求推动。 SMIC, China’s top chipmaker, reported stronger-than-expected Q3 results with revenue up 9.7% to $2.38 billion and profit rising 28.9% to $191.75 million, fueled by strong domestic demand. 然而,对记忆芯片短缺的关切正导致客户推迟非记忆芯片的订单,特别是问题1 2026,因为在全球供应紧张的情况下,客户优先获取记忆元件。 However, concerns over a memory chip shortage are causing customers to delay orders for non-memory chips, especially for Q1 2026, as they prioritize securing memory components amid tight global supply. 这一转变使铸造能力受到压力,对生产的竞争加剧,而中产阶级的生产能力和运输量却在增加,中国占收入的86%。 This shift has pressured foundry capacity and increased competition for production, while SMIC’s capacity and shipments rose, with China accounting for 86% of revenue. 该公司预计2025年资本支出将保持稳定或略高。 The company expects 2025 capital spending to remain stable or slightly higher.