At SMIC's Q2 earnings meeting, co-CEO Zhao Haijun said sales by region were
China 90%, the US 8% and Eurasia 2%. Revenues rose in all regions; China led
with a 22% increase driven by strong demand for AI-related chips, return of
overseas orders and expanded localized manufacturing. Wafer revenue by diameter
was 12‑inch 78% and 8‑inch 22%; 12‑inch wafer revenue rose 24% QoQ and 8‑inch
wafer revenue rose 11% QoQ.