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Investor Relations14 Oct 2025
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Semiconductor Manufacturing International (688981) investor relations material
Semiconductor Manufacturing International Q2 2025 earnings summary
Complete event summary combining all related documents: earnings call transcript, report, and slide presentation.Q2 2025 earnings summary8 Aug, 2025
Executive summary
2Q25 revenue was $2,209 million, up 16.2% year-over-year but down 1.7% sequentially; gross margin was 20.4%, down from 1Q25 but up from 2Q24.
EBITDA for 2Q25 was $1,129 million, with a margin of 51.1%.
Net profit for 2Q25 was $132 million, down 29.5% sequentially and 19.5% year-over-year.
1H25 revenue totaled $4,456 million, up 22% year-over-year, with gross margin at 21.4%.
Capacity utilization improved to 92.5% in 2Q25, up 2.9 percentage points sequentially.
Financial highlights
Operating profit for 2Q25 was $151 million, up 72.9% year-over-year but down 51.3% sequentially.
EBITDA margin stood at 51.1% in 2Q25.
Net cash from operating activities was $1,450 million in 2Q25.
Capital expenditure in 2Q25 was $1,885 million, with depreciation and amortization at $879 million.
Total cash on hand at quarter-end was $13,054 million.
Outlook and guidance
3Q25 revenue is expected to increase 5% to 7% sequentially; gross margin guidance is 18% to 20%.
Shipment units and blended ASP both expected to rise in 3Q25.
2Q25 results exceeded prior guidance, with revenue and margin above expectations.
Limited visibility for Q4 due to potential slowdown in rush orders and shipment pull-ins.
Annual target remains to exceed industry average, assuming no significant external changes.
Why did operating expenses increase QoQ?
What drove the change in other (losses)/gain?
How did capacity change from 1Q25 to 2Q25?
What drove the 8-inch wafer growth?
Assess impact of tariffs on demand.
Elaborate on analog chip market share gains.
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Next Semiconductor Manufacturing International earnings date
Q3 20257 Nov, 2025
Next Semiconductor Manufacturing International earnings date
Q3 20257 Nov, 2025
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Frequently asked questions
Semiconductor Manufacturing International Corporation (SMIC) is a leading semiconductor foundry that specializes in the manufacture of integrated circuits (ICs). Founded in 2000 and headquartered in Shanghai, China, SMIC offers comprehensive semiconductor foundry solutions, including IC foundry and technology services, across a wide range of process technologies from mature to leading-edge nodes. As the largest contract chipmaker in mainland China, SMIC plays a crucial role in the global semiconductor supply chain, providing services to customers in diverse sectors such as electronics, telecommunications, and automotive. The company is committed to advancing semiconductor manufacturing capabilities, and supporting the development of the semiconductor industry in China and globally. SMIC is incorporated in the Cayman Islands and its shares are listed on the Shanghai Stock Exchange under the and on the Hong Kong Stock Exchange.
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