SMIC is running out of capacity for AI-related chip orders - and is raising prices. Q2 revenue topped $3 billion, while wafer shipments rose 14.4% QoQ and average selling prices increased 5.7%. Management said demand for AI-related logic, BCD and optical-module chips remains supply-constrained as Chinese internet companies sharply raise hardware spending. SMIC has already implemented new Q3 pricing and expects shipments to keep rising, with utilization staying near 95%.
AI 导读
中芯国际AI相关芯片订单产能告急，正在提价。Q2营收突破30亿美元，晶圆出货量环比增长14.4%，平均售价上涨5.7%。管理层表示，随着中国互联网公司大幅提高硬件支出，AI相关逻辑、BCD和光模块芯片需求仍供不应求。中芯国际已实施Q3新定价，预计出货量持续上升，产能利用率保持在95%附近。
SMIC is running out of capacity for AI-related chip orders - and is raising prices. Q2 revenue topped $3 billion, while wafer shipments rose 14.4% QoQ and average selling prices increased 5.7%. Management said demand for AI-related logic, BCD and optical-module chips remains supply-constrained as Chinese internet companies sharply raise hardware spending. SMIC has already implemented new Q3 pricing and expects shipments to keep rising, with utilization staying near 95%.
来源：X.PIN· x.com