Core Viewpoint - The article highlights the challenges faced by the semiconductor industry, particularly in the memory/storage segment, due to rising prices and supply constraints impacting smartphone manufacturers [1][3]. Group 1: Industry Challenges - Global memory/storage prices are surging, creating pressure on smartphone manufacturers [1]. - SMIC's CEO Zhao Haijun warned of tight supply in memory chips, leading to cautious procurement behavior among clients in the smartphone sector [1][3]. Group 2: Financial Performance - In Q3, SMIC's sales revenue by region was 86% from China, 11% from the US, and 3% from Eurasia, with China's revenue increasing by 11% quarter-over-quarter due to accelerated supply chain shifts and expanding domestic market demand [3]. - Despite Q4 being a traditional off-season, the ongoing effects of supply chain transitions are expected to keep demand stable, countering typical seasonal slowdowns [3]. Group 3: Market Dynamics - The rising prices of large memory or storage smartphones are causing significant pressure on manufacturers, who may have to pass costs onto consumers, risking loss of this customer segment [3].

格隆汇11月14日｜中芯国际联合CEO赵海军在今日举行的业绩会上表示，当前产业链切换加速进行，渠 道备货补库存持续，公司积极配合客户保证出货，三季度公司产能及出货量持续提升，同时由于制程更 加复杂的产品出货增加，Q3平均销售单价环比增长3.8%。第四季度作为行业淡季，客户备货有所放 缓，但产业链迭代效应持续，淡季不淡，公司产线仍处于供不应求状态。据测算，公司全年销售收入预 计超过90亿美元，收入规模将踏上新台阶。 ...