Zhao Haijun, CEO of SMIC: Supply shortage of production capacity will continue until at least October of this year.

Zhao Haijun, co-CEO of SMIC, stated at the performance meeting that based on the current latest order status, it is expected that at least until around October this year, SMIC's production capacity will continue to be in short supply, indicating that customers' ability to gain market share can be sustained. Due to the emergency rush to ship goods before the tariff policy stops in August and September, it is expected that urgent orders and rush shipments will relatively slow down in the fourth quarter, but SMIC is very confident in obtaining orders.