salartarium@alien.topB to Hardware@hardware.watchEnglish · 11 months agoChina's largest chipmaker SMIC posts a 80% drop in third-quarter profitwww.cnbc.comexternal-linkmessage-square7fedilinkarrow-up11arrow-down10
arrow-up11arrow-down1external-linkChina's largest chipmaker SMIC posts a 80% drop in third-quarter profitwww.cnbc.comsalartarium@alien.topB to Hardware@hardware.watchEnglish · 11 months agomessage-square7fedilink
minus-squarekongweeneverdie@alien.topBlinkfedilinkEnglisharrow-up1·11 months agoIt also means they doesn’t produce any chips for Huawei. Huawei get new AI orders from Alibaba and Tencent recently.
minus-squarelan69@alien.topBlinkfedilinkEnglisharrow-up1·11 months agoIf you looked at their financial statements their caped has increased, which makes sense their revenue has dropped. They’re putting their money into new capacity
minus-squarependelhaven@alien.topBlinkfedilinkEnglisharrow-up1·11 months agoWhat has capex got to do with revenue though? Revenue is how much you sold, capex is how much you invested into infra. They are not related right?
It also means they doesn’t produce any chips for Huawei. Huawei get new AI orders from Alibaba and Tencent recently.
If you looked at their financial statements their caped has increased, which makes sense their revenue has dropped. They’re putting their money into new capacity
What has capex got to do with revenue though? Revenue is how much you sold, capex is how much you invested into infra. They are not related right?