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SMIC's Zhao Haijun: Q3 Customer Demand for AI-Related Chips Exceeded Company Expectations
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Author：小编
SMIC Co-CEO Zhao Haijun said that in the third quarter, the company's sales revenue hit a record high of US$3.19 billion, up 6.1% quarter-on-quarter. Customer pull-in demand for AI-supporting chips—including BCD, specialty memory, and control chips—grew beyond expectations, driving revenue above the upper end of the guidance range. In terms of volume, the company accelerated validation of new production lines and flexibly allocated capacity, with quarterly shipments exceeding 3 million wafers for the first time, up 5.7% quarter-on-quarter. On pricing, negotiated price adjustments with customers were implemented in batches, the product mix continued to optimize, and the average operating unit price rose 1.8% quarter-on-quarter.
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