SMIC Q2 Earnings Deep Dive: Mature Process Demand Rebounds, Capacity Utilization Recovery Drives Better-Than-Expected Results

2026-08-01 22:11:47 954 阅读

In-depth analysis of SMIC's Q2 2026 earnings, exploring how rebounding mature-process demand and higher capacity utilization drive performance, along with opportunities and challenges in the semiconductor cycle recovery.

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/www/wwwroot/cjgpcs.cn/vendor/topthink/framework/src/think/route/Url.php ( 14.05 KB )
/www/wwwroot/cjgpcs.cn/vendor/topthink/framework/src/think/Response.php ( 9.07 KB )
/www/wwwroot/cjgpcs.cn/vendor/topthink/framework/src/think/response/Html.php ( 0.97 KB )
/www/wwwroot/cjgpcs.cn/vendor/topthink/think-trace/src/Html.php ( 4.42 KB )

CONNECT:[ UseTime:0.001198s ] mysql:host=127.0.0.1;port=3306;dbname=cjgpcs;charset=utf8mb4
SHOW FULL COLUMNS FROM `g3ys_config` [ RunTime:0.005756s ]
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SHOW FULL COLUMNS FROM `g3ys_route` [ RunTime:0.002578s ]
SELECT * FROM `g3ys_route` WHERE ( `subsite_id` = '48' OR `subsite_id` = '0' ) AND `module` = 'home' AND `status` = 1 ORDER BY `sort` DESC,`id` ASC [ RunTime:0.000797s ]
SHOW FULL COLUMNS FROM `g3ys_theme` [ RunTime:0.002940s ]
SELECT `paginator` FROM `g3ys_theme` WHERE `module` = 'home' AND `name` = 'setphi' AND `subsite_id` = '48' LIMIT 1 [ RunTime:0.000752s ]
SHOW FULL COLUMNS FROM `g3ys_lang` [ RunTime:0.004830s ]
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SHOW FULL COLUMNS FROM `g3ys_member` [ RunTime:0.004928s ]
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SHOW FULL COLUMNS FROM `g3ys_document` [ RunTime:0.004323s ]
SELECT `id`,`document_type` FROM `g3ys_document` WHERE `subsite_id` = 48 AND `name` = 'smic-q2-earnings-analysis-2026' AND `status` IN ('1','2') LIMIT 1 [ RunTime:0.002085s ]
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SHOW TABLES LIKE 'g3ys_document_article' [ RunTime:0.002855s ]
SHOW FULL COLUMNS FROM `g3ys_document_article` [ RunTime:0.001882s ]
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SHOW FULL COLUMNS FROM `g3ys_total` [ RunTime:0.002306s ]
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SHOW TABLES LIKE 'g3ys_document_article_lang' [ RunTime:0.002508s ]
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SHOW FULL COLUMNS FROM `g3ys_document_article_lang` [ RunTime:0.002419s ]
SHOW TABLES LIKE 'g3ys_category_lang' [ RunTime:0.002929s ]
SHOW FULL COLUMNS FROM `g3ys_category_lang` [ RunTime:0.002270s ]
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SELECT * FROM `g3ys_total` WHERE `target_id` = '6039' LIMIT 1 [ RunTime:0.001057s ]
UPDATE `g3ys_total` SET `view_total` = `view_total` + 1 WHERE `target_id` = '6039' [ RunTime:0.002722s ]
SHOW FULL COLUMNS FROM `g3ys_record` [ RunTime:0.003974s ]
SELECT `id` FROM `g3ys_record` WHERE `subsite_id` = '48' AND `type` = 'article' AND `url` = 'https://www.setphi.asia/smic-q2-earnings-analysis-2026' AND `create_time` >= 1789499144 AND ( `visitor_id` = 'f37cecba6d665055f85437a3945c346d' OR `session_id` = '765c916a3066ce008f0906c58e54bd14' ) LIMIT 1 [ RunTime:0.003551s ]
INSERT INTO `g3ys_record` SET `subsite_id` = '48' , `uid` = '0' , `visitor_id` = 'f37cecba6d665055f85437a3945c346d' , `session_id` = '765c916a3066ce008f0906c58e54bd14' , `type` = 'article' , `target_id` = '6039' , `target_type` = 0 , `category_id` = '1935' , `title` = 'SMIC Q2 Earnings Deep Dive: Mature Process Demand Rebounds, Capacity Utilization Recovery Drives Better-Than-Expected Results' , `url` = 'https://www.setphi.asia/smic-q2-earnings-analysis-2026' , `path` = '/smic-q2-earnings-analysis-2026' , `query_string` = '' , `referer` = '' , `referer_domain` = '' , `source_type` = 'direct' , `source_domain` = '' , `search_engine` = '' , `search_keyword` = '' , `utm_source` = '' , `utm_medium` = '' , `utm_campaign` = '' , `utm_term` = '' , `utm_content` = '' , `ip` = '216.73.216.55' , `user_agent` = 'Mozilla/5.0 AppleWebKit/537.36 (KHTML, like Gecko; compatible; ClaudeBot/1.0; +claudebot@anthropic.com)' , `device_type` = 'pc' , `browser` = '其他' , `browser_version` = '' , `os` = '其他' , `os_version` = '' , `language` = '' , `is_spider` = 0 , `spider_name` = '' , `status_code` = 200 , `country` = '' , `province` = '' , `city` = '' , `district` = '' , `isp` = '' , `region_code` = '' , `geo_status` = 0 , `geo_time` = 0 , `create_time` = 1789499204 , `update_time` = 1789499204 [ RunTime:0.006122s ]
SHOW FULL COLUMNS FROM `g3ys_comment` [ RunTime:0.003493s ]
SELECT COUNT(*) AS think_count FROM `g3ys_comment` WHERE `target_id` = '6039' AND `pid` = '0' [ RunTime:0.000762s ]
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SELECT * FROM `g3ys_document` WHERE `category_id` = 1935 AND `subsite_id` = 48 AND `pid` = '5985' AND `status` = '1' ORDER BY `sort` ASC,`id` DESC LIMIT 1 [ RunTime:0.001656s ]
SELECT * FROM `g3ys_document_article_lang` WHERE `subsite_id` = '48' AND `lang` = 'en' AND `document_id` = '5985' [ RunTime:0.008668s ]
SELECT * FROM `g3ys_document` WHERE `category_id` = 1935 AND `subsite_id` = 48 AND `pid` = '6039' AND `status` = '1' AND `document_type` = 0 ORDER BY `sort` DESC,`id` ASC LIMIT 1 [ RunTime:0.001783s ]
SELECT * FROM `g3ys_document` WHERE `category_id` = 1935 AND `subsite_id` = 48 AND `pid` = '0' AND `status` = '1' AND `document_type` = 0 AND ( ( sort>0 and sort <= 0 and id!=6039) or ( sort = 0 and id > 6039) ) ORDER BY `sort` DESC,`id` ASC LIMIT 1 [ RunTime:0.001438s ]
SELECT * FROM `g3ys_document_article_lang` WHERE `subsite_id` = '48' AND `lang` = 'en' AND `document_id` = '6118' [ RunTime:0.009553s ]
SELECT * FROM `g3ys_route` WHERE ( `subsite_id` = '48' OR `subsite_id` = '0' ) AND `module` = 'home' AND `status` = 1 ORDER BY `sort` DESC,`id` ASC [ RunTime:0.001267s ]
SELECT * FROM `g3ys_route` WHERE ( `subsite_id` = '48' OR `subsite_id` = '0' ) AND `module` = 'home' AND `status` = 1 ORDER BY `sort` DESC,`id` ASC [ RunTime:0.000739s ]
SELECT * FROM `g3ys_route` WHERE ( `subsite_id` = '48' OR `subsite_id` = '0' ) AND `module` = 'home' AND `status` = 1 ORDER BY `sort` DESC,`id` ASC [ RunTime:0.001170s ]
SELECT * FROM `g3ys_route` WHERE ( `subsite_id` = '48' OR `subsite_id` = '0' ) AND `module` = 'home' AND `status` = 1 ORDER BY `sort` DESC,`id` ASC [ RunTime:0.000914s ]
SELECT * FROM `g3ys_route` WHERE ( `subsite_id` = '48' OR `subsite_id` = '0' ) AND `module` = 'home' AND `status` = 1 ORDER BY `sort` DESC,`id` ASC [ RunTime:0.000704s ]
SELECT * FROM `g3ys_route` WHERE ( `subsite_id` = '48' OR `subsite_id` = '0' ) AND `module` = 'home' AND `status` = 1 ORDER BY `sort` DESC,`id` ASC [ RunTime:0.001521s ]
SELECT * FROM `g3ys_total` WHERE `target_id` = '6039' LIMIT 1 [ RunTime:0.002025s ]
SHOW FULL COLUMNS FROM `g3ys_ad_location` [ RunTime:0.002801s ]
SELECT * FROM `g3ys_ad_location` WHERE `name` = 'ad-detail-full' AND `subsite_id` = '48' AND `status` = 1 LIMIT 1 [ RunTime:0.001035s ]
SHOW FULL COLUMNS FROM `g3ys_ad` [ RunTime:0.003943s ]
SELECT * FROM `g3ys_ad` WHERE `subsite_id` = '48' AND `ad_location_id` = '115' AND `status` = 1 AND `device` IN ('all','pc') AND ( `start_time` = 0 OR `start_time` <= 1789499204 ) AND ( `end_time` = 0 OR `end_time` >= 1789499204 ) ORDER BY `sort` DESC,`id` DESC [ RunTime:0.001403s ]
SHOW FULL COLUMNS FROM `g3ys_ad_lang` [ RunTime:0.002161s ]
SELECT * FROM `g3ys_ad_lang` WHERE `ad_id` = 115 AND `subsite_id` = '48' AND `lang` = 'en' [ RunTime:0.000874s ]
SHOW FULL COLUMNS FROM `g3ys_ad_lang` [ RunTime:0.002224s ]
SELECT * FROM `g3ys_route` WHERE ( `subsite_id` = '48' OR `subsite_id` = '0' ) AND `module` = 'home' AND `status` = 1 ORDER BY `sort` DESC,`id` ASC [ RunTime:0.001198s ]
SELECT * FROM `g3ys_route` WHERE ( `subsite_id` = '48' OR `subsite_id` = '0' ) AND `module` = 'home' AND `status` = 1 ORDER BY `sort` DESC,`id` ASC [ RunTime:0.001235s ]
SELECT * FROM `g3ys_route` WHERE ( `subsite_id` = '48' OR `subsite_id` = '0' ) AND `module` = 'home' AND `status` = 1 ORDER BY `sort` DESC,`id` ASC [ RunTime:0.000773s ]

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