Semiconductor Manufacturing International Corp (SMIC) (981) Earnings: 3Q Net Income Surges to 1.52 Billion Yuan

Semiconductor Manufacturing International Corp (SMIC) on Smartkarma

Analyst coverage of Semiconductor Manufacturing International Corp (SMIC) on Smartkarma reveals varying sentiments among top independent analysts. αSK‘s report highlights SMIC as China’s largest semiconductor foundry strategically positioned to benefit from the nation’s push for technological self-sufficiency. However, geopolitical tensions, especially U.S. export controls, pose challenges due to restricted access to advanced manufacturing equipment, impacting the company’s technology capabilities. Despite strong revenue growth driven by capacity expansion, profitability faces pressure from high capital expenditures and intense competition.

On the other hand, Patrick Liao‘s analysis indicates SMIC’s 2Q25 results were in line but cautions about the 3Q25 guidance, including concerns about gross margin performance. The Americas contributed a low-teens percentage to revenue, with China and Eurasia making up the majority. Eric Wen‘s report discusses SMIC’s first quarter results meeting estimates, but revenue being affected by manufacturing issues with high ASP products, resulting in a target price cut from HK$47 to HK$43.5. These insights provide a comprehensive overview of SMIC’s performance and challenges in the semiconductor industry.

A look at Semiconductor Manufacturing International Corp (SMIC) Smart Scores

Smart Score is a compound score for the Company indicating its overall outlook. It is derived by taking an equally weighted average of underlying Factor scores computed by Smartkarma

When looking at the long-term outlook for Semiconductor Manufacturing International Corp (SMIC), the company seems to have a mixed bag of scores. With a moderate score for value and growth at 3, it indicates that SMIC may offer some value but may not be considered a high-growth stock. However, it’s encouraging to see that SMIC scores well in terms of resilience, suggesting that the company has the ability to weather economic uncertainties and challenges. Additionally, with a high momentum score of 5, it implies that SMIC is currently experiencing strong positive momentum in the market.

Semiconductor Manufacturing International Corporation operates as a semiconductor foundry, providing a range of integrated circuit foundry and technology services globally. Despite some middling scores in certain areas, the company’s overall resilience and positive market momentum could bode well for its long-term prospects in the semiconductor industry, known for its cyclical nature and rapid technological advancements.

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