SMIC (981.HK): Although GM May Decline Slightly, Revenue Is Expected to Continue Growing in 4Q25.
SMIC's 3Q25 revenue up 7.8% from 2Q25, GM at 22.0%. Expects flat to 2% revenue growth QoQ, GM between 18% and 20%. Stock price up 160.7% YTD,...
253 Views
Primer: Semiconductor Manufacturing International Corp (SMIC) (981 HK) - Oct 2025
As China's largest semiconductor foundry, SMIC is strategically positioned to capitalize on the nation's push for technological...
475 Views
BUY/SELL/HOLD: Hong Kong Market Update (December 17)
Hong Kong's market continues its consolidation in a Secular Bull Market. Technology and healthcare sectors have weakened, while utilities,...
114 Views
SMIC (981.HK): 2Q25 Results in Line; 3Q25 May Offer Mild Upside, but GM Is Expected to Be Flattish.
SMIC reports in-line 2Q25 results but cautious 3Q25 guidance, with Americas contributing low teens to revenue. Top questions for upcoming earnings...
298 Views
SPE – Semi Production Equipment: The Big Reset Is Happening. SPE Firms Expectations Is the Problem
Slower outlook for semiconductor equipment industry due to China slowdown, TSMC uncertainty, and export licenses. Expect higher Capex in 2026 and...
427 Views