Core Viewpoint - SMIC's fourth-quarter performance guidance has declined due to traditional seasonal weakness and fluctuations in the mobile market, leading to cautious procurement in industries like mobile and network communication equipment [1] Group 1: Performance Guidance - SMIC's fourth-quarter performance guidance is conservative, primarily influenced by seasonal factors and market volatility [1] - The company has adjusted its shipment forecasts for the next two quarters to reflect a cautious outlook [1] Group 2: Market Conditions - The shortage of storage supply and rising prices have contributed to cautious procurement behavior in the mobile and network communication sectors [1] - To address urgent orders related to storage and analog products, SMIC postponed the shipment of some mobile products in the third quarter [1]

Group 1 - The core viewpoint of the article indicates that SMIC's performance guidance for the fourth quarter has declined due to the traditional off-season and fluctuations in the mobile market [1] - The company is experiencing cautious procurement from industries such as mobile and network communication equipment due to storage supply shortages and rising prices, leading to a conservative outlook for shipments in the next two quarters [1] - To meet urgent orders related to storage and analog products, the company postponed the shipment of some mobile products in the third quarter [2]

Core Viewpoint - SMIC's fourth-quarter performance guidance has declined due to the traditional off-season and fluctuations in the mobile market, leading to cautious procurement in industries such as mobile phones and network communication equipment [1] Group 1 - SMIC's joint CEO Zhao Haijun indicated that the company has adopted a conservative outlook for shipment forecasts in the next two quarters [1] - The decline in performance guidance is attributed to a shortage of storage supply and rising prices, impacting the procurement behavior of various industries [1] - To meet urgent orders related to storage and analog products, the company postponed the shipment of some mobile products in the third quarter [1]