Goldman Sachs Sell-side卖方

SMIC (0981.HK) AI to drive 2H26 growth; strongest revenues QoQ in 2Q26 among global top 10 foundries; Buy

Sep 23, 20267 pages页

From the report报告摘录SMIC Revenue Growth & China AI Demand: Q226 QoQ revenue growth at 20% (vs. top 10 foundries’ 11.5% avg), driven by China’s generative AI trend, localization, and +15% YoY China Semis Capex growth in 2026-28E.

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