On a conference call, Zhongji Xuchuang said the vast majority of overseas customers have not reduced demand or orders. It said a minority of clients are making product-structure adjustments and some customers’ 1.6T demand has risen versus earlier expectations. Even after accounting for these structural shifts, the company said industry-wide 2027 demand remains within its original forecast range and demand from leading customers stays strong.

2026-11-03

On a conference call, Zhongji Xuchuang said the vast majority of overseas customers have not reduced demand or orders. It said a minority of clients are making product-structure adjustments and some customers’ 1.6T demand has risen versus earlier expectations. Even after accounting for these structural shifts, the company said industry-wide 2027 demand remains within its original forecast range and demand from leading customers stays strong.