
SMIC (00981.hk) The semiconductor industry is currently in a phase of cyclical bottoming and slow recovery. Judging from the company's quarterly guidance, revenue is expected to achieve a slight sequential increase, with gross margin maintained in the 18%-20% range. I believe this reflects the resilience of its business amidst headwinds, with improvements in capacity utilization and product mix being key points to watch.$SMIC(00981.HK)
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