SMIC 4Q25- revenue up 4% q/q and 13% y/y to $2.489

2026.02.10 12:57

SMIC 4Q25

- revenue up 4% q/q and 13% y/y to $2.489B; 9thstraight quarter of y/y growth; 19.2% GM due depreciation load; 96% utilization rate; QMar revenue to be flat

- 1.1M wafer shipments at $2.4k ASP

- $8.1B capex in ’25 vs $7.3B in ’24

- 2026 capex to remain same; SMIC forecasts its ’26 rev to outgrow the segments it participates

Source: Sravan Kundojjala

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