SMIC Posts Record $3.19B Q3 Revenue as Capex Lags Plan

SMIC reported record Q3 revenue of $3.19 billion, up 33.9% year-on-year, with monthly capacity reaching 1.117 million 8-inch equivalent wafers, though analysts note its capex of about $4.5 billion lags the planned $8.1 billion for 2026.

2026-11-13 ~ 2026-11-13 · 3 related posts

• SMIC hits record $3.19B Q3 revenue at 97.3% utilization, but capex lags plan — zephyr_z9 · 2026-11-13
• AI giant planned $8.1B in 2026 CAPEX but has spent only $4.5B so far — teortaxesTex · 2026-11-13
• Fab capacity jumps to 1.117M 8-inch-equivalent wafers/month, 78.9% on 12-inch — teortaxesTex · 2026-11-13