SMIC 1Q25
- Revenue down -2% q/q and 16% y/y to $2.2B (better than -4 to -6% decline guidance); 7 straight quarters of y/y growth; QSep will grow too- Wafer shipments (300mm equivalent): 1062k (up 4% q/q ) - Wafer ASP: $1967 (-6% q/q) - Utilization rate: 92.5% (vs 89.6% in 1Q25) - CY25 CapEx is expected to be similar to CY24 ($7B+)Source: Sravan Kundojjala
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