Chinese semiconductor thread II

[sunnymaxi]

Yeah that’s actually a possibility this coming 2/3 years, which is crazy when you think about it. Since SMOC has been the semiconductor flag bearer of China so far

they still is.. next year massive 7nm capacity coming online so their revenue will jump in 2026-27 and SMIC is already the 2nd largest pure fab in the world after TSMC.

but yeah CXMT and YMTC did a remarkable job.

don't forget Memory industry is very lucrative. SK Hynix last year revenue was 46 Billion USD and Micron 25 Billion USD.. so there is a huge room of growth for CXMT/YMTC.

 

[gaussgun]

CXMT and YMTC are private companies，we would never know their revenue

They're both preparing to list in Shanghai

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