Fab capacity jumps to 1.117M 8-inch-equivalent wafers/month, 78.9% on 12-inch
teortaxesTex · x · 2026-11-13
teortaxesTex discusses fab capacity figures: monthly capacity up 20k to 1.117M 8-inch-equivalent wafers, with a 78.9% / 21.1% 12-inch-to-8-inch revenue split. He back-calculates roughly 335k actual 12-inch wafers per month.
The thread also questions whether the fab can actually fund the expansion ("can they spend though"). A supply-chain data point on leading-edge wafer ramp-up.
Related event: SMIC Posts Record $3.19B Q3 Revenue as Capex Lags Plan(3 posts)→
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