Zhao Haijun, CEO of SMIC: Increase in orders related to AI, storage, and high-end applications.

On February 11th, Zhao Haijun, co-CEO of SMIC, stated at the performance conference that in the past two months, after extensive communication with industry partners, the company has learned that the strong demand for storage in artificial intelligence has squeezed the supply of storage chips available for other applications, especially in the mid-to-low-end sectors like smartphones. This has led to terminal manufacturers in these sectors facing pressure from insufficient storage chip supply and rising prices. Even if terminal manufacturers can absorb the cost increase pressure by raising prices, it will also lead to a decrease in demand for terminal products. All these factors combined have led to a reduction in orders for mid-to-low-end wafers received by semiconductor manufacturers, but an increase in orders related to AI, storage, and mid-to-high-end applications. Against this backdrop, the company, relying on its technological reserves and leading advantages in BCD, analog, storage, MCU, mid-to-high-end display drivers, and customer product layouts, can still maintain a favorable position in this round of industry development cycle. The company will actively respond to the urgent market demands and drive revenue growth in 2026.