Largest Chinese logic Foundry results so far in 2026Q2, Nexchip not available yet.

Everyone see huge growth in Revenue due to AI related demands & improving margins & net income. Margin still lower than 3 yrs ago due to huge Capex & depreciation in the recent yrs. SMIC remains the undisputed champion of China's logic foundry industry, but it is not tiny compared to the memory chip players in revenue. Capex continues to be high for each company vs revenue. Note both HH & UNT are spending almo — via @tphuang

Largest Chinese logic foundry results, AI-driven revenue growth, margins below 3-year peak.