SMIC co-CEO Zhao Haijun stated that the company's third-quarter revenue distribution by region shows China accounting for 90.8 percent and the United States for 7.8 percent. Revenue from Chinese clients grew by 7 percent sequentially, driven by demand growth that outpaced the company's overall demand expansion.
Wafer revenue remains stable across sizes, with 12-inch wafers contributing 79 percent and 8-inch wafers 21 percent. Sequentially, revenue from 12-inch wafers rose by 9 percent, while 8-inch wafer revenue grew by 4 percent. The company continues to prioritize capacity expansion for 12-inch production lines to meet high demand.
Looking ahead, SMIC identifies two key growth drivers: the extended semiconductor upcycle fueled by artificial intelligence and the ongoing localization of the supply chain. The company plans to focus on specialized, customized processes and high-value product portfolios to maintain operational efficiency and sustainable growth.
