On August 14, Zhao Haijun, co-CEO of Semiconductor Manufacturing International Corporation (SMIC), revealed during the second-quarter earnings call that the company’s sales revenue by region was distributed as follows: 90% from China, 8% from the United States, and 2% from Europe and Asia, with all regions registering growth. Notably, the Chinese market saw a 22% surge, fueled by robust demand for AI-enabled chips, a resurgence of overseas orders, and the continued expansion of domestic manufacturing capabilities. In terms of wafer size, 12-inch wafers accounted for 78% of revenue, while 8-inch wafers made up 22%. Quarter-over-quarter, revenue from 12-inch wafers climbed 24%, and 8-inch wafers rose by 11%.
