国产芯片重磅！中芯国际、华虹公司，同日公布业绩

Core Insights - Both SMIC and Hua Hong Semiconductor reported significant revenue growth in Q2, with SMIC achieving a 16.2% year-over-year increase and Hua Hong a growth of 18.3% [1][8] - Capacity utilization rates for both companies improved significantly, with SMIC nearing full capacity at 92.5% and Hua Hong exceeding 100% at 108.3% [1][10] SMIC Summary - SMIC's Q2 revenue reached $2.209 billion, a 16.2% increase year-over-year, but a 1.7% decrease quarter-over-quarter [2][4] - Gross margin for SMIC was 20.4%, down 2.1 percentage points from the previous quarter [2] - Net profit attributable to shareholders was $132.5 million, a decline of 19.5% year-over-year and 29.5% quarter-over-quarter [5] - The company expects Q3 revenue to grow by 5% to 7%, with a gross margin forecast of 18% to 20% [7] Hua Hong Semiconductor Summary - Hua Hong's Q2 revenue was $566.1 million, reflecting an 18.3% year-over-year increase and a 4.6% quarter-over-quarter increase [8][9] - Gross margin improved to 10.9%, up 0.4 percentage points year-over-year [8] - Net profit attributable to shareholders was approximately $7.95 million, up 19.2% year-over-year and 112.1% quarter-over-quarter [8] - The company anticipates Q3 revenue between $620 million and $640 million, with a gross margin forecast of 10% to 12% [10] Industry Overview - The global semiconductor market exceeded $340 billion in the first half of the year, with a year-over-year growth of 18.9% [10] - The logic semiconductor segment grew by 37%, while memory semiconductors increased by 20% [10]