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,...
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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...
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OmniVision Integrated Circuits Group A/H Listing - PHIP Updates and Thoughts on A/H Premium
Omnivision Intgrated Circuit (603501 CH, OVIC), a semiconductor company, aims to raise around US$1bn in its H-share listing. In this note, we talk...
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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...
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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...
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