SMIC’s gross margin declines hard due to cost of supporting Huawei

SMIC released its first-quarter financial report for 2024, with revenue performance showing a year-on-year increase of 19.7% to $1.75 billion, slightly better than market expectations and comparable to UMC. It also indicated continuous growth in shipment volume and a capacity utilization rate of 80.8%, higher than 76.8% in the fourth quarter of 2023 and 68.1% in the first quarter of 2023, showcasing a significant improvement.

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杉杉股份:离型膜本土化配套率已达100%

杉杉股份表示,目前该厂商相关产品尚在验证阶段,尚未量产使用。在离型膜本土化方面,公司与拥有无锡和南通生产基地的国际领先离型膜供应商已有10年以上的紧密合作关系,离型膜产能本土化配套率已达100%。公司将持续加强与技术研发领先、品质卓越、性价比优良的战略伙伴的合作,促进核心竞争力提升,共同为下游客户创造价值。

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