重磅！中芯国际市值破万亿！

Core Viewpoint - The article highlights the significant developments in the semiconductor industry, particularly focusing on the performance and strategic moves of SMIC (Semiconductor Manufacturing International Corporation) and the growing demand for domestic chips in China amid the AI boom. Group 1: SMIC's Stock Performance - On September 18, SMIC's stock price surged over 8%, reaching 127.49 CNY per share, with a market capitalization exceeding 1 trillion CNY. However, it later retraced to 122.15 CNY, closing with a market cap of 977.1 billion CNY [1]. Group 2: Strategic Developments - On August 29, SMIC announced a suspension of trading due to plans to issue A-shares for asset acquisition and related transactions. On September 8, it revealed plans to acquire the remaining 49% stake in its subsidiary, SMIC North, at a price of 74.2 CNY per share through a private placement [5][6]. - The acquisition aims to achieve full ownership of SMIC North, which was established in 2013 as a joint investment with the Beijing government. SMIC North currently has a monthly production capacity of 70,000 wafers, primarily serving sectors like smartphones, computers, consumer electronics, and automotive [6]. Group 3: Financial Performance - For the first half of 2025, SMIC reported sales revenue of 4.46 billion USD, a 22% increase year-over-year, with a gross margin of 21.4%, up by 7.6 percentage points from the previous year. The guidance for Q3 indicates a revenue growth of 5% to 7% quarter-over-quarter, with a gross margin forecast of 18% to 20% [6]. - The global semiconductor sales for May 2025 are projected at 58.98 billion USD, reflecting a 27% year-over-year growth, while China's semiconductor sales are expected to reach 17.08 billion USD, marking a 21% increase [6].