中芯国际回应四季度指引没有大的跃升原因

Core Viewpoint - SMIC's production lines are operating at a high capacity utilization rate of 95.8% in Q3, indicating strong demand and a supply shortage [1] Group 1: Production and Capacity - The company's production lines are currently very full, reflecting a high level of orders [1] - The Q4 guidance does not show significant growth due to concerns in the mobile market regarding memory shortages and rising prices [1] Group 2: Market Conditions - Customers are cautious about placing orders in Q4, fearing excess inventory, which has led to a shift in orders to competitors [1] - Overall market sentiment is cautious, impacting the company's growth projections for Q4 [1]