SMIC’s Q2 2025 Report: $2.2 Billion Revenue and 20.4% Gross Margin

2025-08-21 15:33:53 90

Global Semiconductor Industry updates

1. NVIDIA is considering introducing CoWoP packaging technology into its next-generation Rubin GPUs.

2. The global shipment of RISC-V chips has surpassed 10 billion units, empowering developers to build full-spectrum chips ranging from IoT devices to AI accelerators.

3. Apple is collaborating with Samsung to develop an innovative chip manufacturing technology, which will be implemented at Samsung’s semiconductor plant in Austin, Texas.

4. Japanese manufacturer Rohm's fifth-generation SiC MOSFET products are expected to be available as quality evaluation samples in 2025, while development of its eighth-generation products has entered the simulation design phase.

5. Mr. Song Shiqiang's latest work, "Application of Kinghelm’s Antennas, Connectors, and Other Products in Beidou-Compliant Devices for 'Two Passenger and One Hazardous' Vehicles," was first released by Xinbao News and has been widely reprinted by major domestic media outlets such as Market Express News, Xinbaokan, Youth Viewpoint Network, and China Brand News Network.

6. GWA and Apple will initiate a new collaboration to support the demand for 12-inch advanced silicon wafers produced at GWA’s flagship new facility in Sherman, Texas.

China Semiconductor Industry updates

1. SMIC released its Q2 2025 financial report, posting revenue of USD 2.209 billion, a year-over-year increase of 16.2%, with a gross margin of 20.4%.

2. Beijing Zeshi Technology’s SSD industrial base project is scheduled to be completed and operational in the first half of 2026.

3. From January to June this year, China’s total export value of auto parts reached USD 47.42 billion, marking a year-on-year growth of 4.5%.

4. The embodied intelligent robot “Lingshu” made its debut in Hefei. It is the world’s first humanoid robot featuring a “multi-mode under one brain” architecture for cross-scenario collaborative operations.

5. Leapmotor has firmly secured the top spot among new energy vehicle startups in terms of sales, delivering 50,129 units in July alone — a year-over-year growth of over 126%.

6. Hongli Zhihui’s LED products have been adopted by major automotive brands including Dongfeng, BYD, Hyundai, Changan, Geely, Seres, Li Auto, NIO, and Xiaomi.

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SMIC’s Q2 2025 Report: $2.2 Billion Revenue and 20.4% Gross Margin

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