Yang Liang 2023-08-10 18:53:08
According to DoNews on August 10, SMIC released a summary of its second-quarter performance in 2023 on the 10th, with revenue of US$1.56 billion (approximately RMB 11.263 billion), market expectations of US$1.553 billion, and US$1.903 billion in the same period in 2022, a year-on-year decrease of 18% .
Net profit in the second quarter was US$402.8 million (currently approximately RMB 2.908 billion), compared with market expectations of US$184 million and US$514 million in the same period last year, a year-on-year decrease of 21.7%.
In terms of specific revenue, SMIC’s revenue in China accounted for 79.6% in the second quarter, followed by 17.6% in the United States; 12-inch wafers accounted for 74.7%, and 8-inch wafers accounted for 25.3%. %.
In terms of production capacity, SMIC’s monthly production capacity has increased from 732,250 8-inch equivalent wafers in the first quarter of 2023 to 754,250 8-inch equivalent wafers in the second quarter of 2023.
SMIC said that in the second quarter of 2023, the company’s sales revenue increased by 6.7% quarter-on-quarter to US$1.56 billion, and its gross profit margin decreased by 0.5 percentage points to 20.3%. 12-inch capacity demand is relatively full, 8-inch customer demand is weak, capacity utilization is lower than 12-inch, but still better than the industry average.
SMIC officially expects that in the third quarter, sales revenue is expected to increase by 3% to 5% month-on-month, and the gross profit margin will be between 18% and 20%. Shipments are expected to continue to rise in the third quarter, and at the same time, depreciation will also continue to increase. The company’s sales revenue in the second half is expected to be better than that in the first half.
2023-08-10 10:53:08
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