Sravan Kundojjala(@SKundojjala):China-based foundries SMIC and Hua Hong are making the most of domestic demand. Up double-digit y/y for 8 straight quarters and near 100% utilization rate. Together on a $15B annual revenue run-rate. Capacity and revenue growing at a much faster pace vs global mature node peers.

Sravan Kundojjala

@SKundojjala

Semiconductors, Analyst @SemiAnalysis_ No investment advice. Opinions are mine only.

가입 September 2011

5.6K 팔로잉 중 22.6K 팬

Sravan Kundojjala@SKundojjala

2026.08.13 12:45

China-based foundries SMIC and Hua Hong are making the most of domestic demand. Up double-digit y/y for 8 straight quarters and near 100% utilization rate. Together on a $15B annual revenue run-rate. Capacity and revenue growing at a much faster pace vs global mature node peers.