SMIC 1Q25
- Revenue up 2% q/q and 28% y/y to $2.25B (below the guidance of 6-8% growth); blames fab production fluctuations in the latter part of 1Q- Wafer shipments (300mm equivalent): 1019k (up 15% q/q )- Wafer ASP: $2,051 (-11% q/q)- Utilization rate: 89.6% (vs 85.5% in 4Q24)- CY25 CapEx is expected to be similar to CY24 ($7B+)Source: Sravan Kundojjala
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