Nov. 13 — SMIC co-CEO Zhao Haijun said at the Q3 results briefing that Q3
revenue by geography was China 90.8% and the US 7.8%. China revenue rose 7% QoQ,
which he attributed to Chinese customers’ demand growing faster than the
company’s overall demand and to SMIC reallocating capacity to meet that demand.
Wafer revenue by diameter remained steady at 12-inch 79% and 8-inch 21%; by
amount, 12-inch wafer revenue rose 9% QoQ and 8-inch rose 4% QoQ, driven by
Robust customer demand and production expansion concentrated on 12-inch lines.
