半导体制造国际公司（SMIC），中国最大的代工芯片制造商，报告2025年收入增长16.2%，但预计第一季度收入持平，因为低端订单下降抵消了人工智能芯片需求激增。净利润增长39%至6.851亿美元，尽管未达到分析师预期。
半导体制造国际公司（SMIC）于周二报告，2025年收入较上年增长16.2%，达到93亿美元。净利润激增39%至6.851亿美元，主要得益于晶圆出货量增加、产能利用率提升以及产品组合变化。
然而，全年和第四季度利润均低于分析师预期。周三上午，其香港上市股份下跌3%至69.40港元；上海上市股票下跌1.3%至114.70元人民币。
在周三的财报电话会议上，SMIC联席首席执行官赵海军表示，智能手机厂商和其他低端产品制造商的订单因人工智能芯片强劲需求而“被挤压”，导致公司第一季度收入预期持平。他补充说，公司“在当前行业发展周期中仍处于良好位置”，并将主动应对紧急市场需求，以推动2026年收入增长。
总部位于上海的SMIC是北京半导体自力更生战略的支柱。2025年，该公司出货970万片晶圆，较上年的800万片增长21%。产能利用率同比上升8个百分点至93.5%。
由 AI 报道 AI 生成的图像
Samsung Electronics estimated a record first-quarter operating profit of 57.2 trillion won ($37.9 billion) on Tuesday, driven by surging demand for AI chips. The figure marks a 755 percent increase from a year earlier, with sales reaching 133 trillion won for the first time exceeding 100 trillion won. The results surpassed analysts' expectations amid a booming AI sector.
A Xiaomi executive warned on an earnings call that memory prices surging 'beyond imagination' are drawing smartphone makers into a long-term price-raising cycle, after which some players may suffer significant losses or even closure. The company reported a 27 percent year-on-year drop in fourth-quarter net profit.
由 AI 报道
South Korea's exports are projected to grow nearly 13% in Q1 2026 to around $180 billion, building on January's record performance and fueled by strong global semiconductor demand linked to the AI surge, according to the Export-Import Bank of Korea.
Super Micro Computer's stock fell more than 30% after US authorities charged employees, including a co-founder, with smuggling AI chips to China. The Department of Justice findings support the company's compliance and internal controls, with no charges against Super Micro itself. The incident involved an estimated $2.5 billion in smuggled sales, about 10% of the firm's FY25 revenue.
由 AI 报道
Seoul shares opened higher on Tuesday, propelled by Samsung Electronics' record first-quarter earnings. The benchmark KOSPI rose 2.47 percent to 5,584.76 in the first 15 minutes of trading. Strong demand for AI-related chips drove the profit surge.