➀ Shein, founded in 2008, has become one of the world's most valuable clothing retailers, with online revenue surpassing traditional fashion competitors like H&M and Zara.

➁ During the pandemic, Shein's online net sales soared from $2.5 billion in 2019 to $8.4 billion in 2020.

➂ Despite facing challenges, such as being banned in India, Shein is expected to generate $48 billion in online revenue by 2024, a significant increase from its 2018 net sales of $1.4 billion.

➀ SMIC reported $22.073 billion in revenue for the fourth quarter of 2024, a 1.7% increase from the previous quarter;

➁ The company's gross profit was $4.99 billion, with a gross margin of 22.6%;

➂ For the full year 2024, SMIC's revenue was $80.299 billion, a 27% increase year-over-year;

➃ The company's operating profit was $4.927 billion, down 45.4% the previous year;

➄ Capital expenditures for 2024 were $7.33 billion;

➅ The company's 8-inch standard logic monthly capacity the end of 2024 was 948,000 wafers;

➆ The average capacity utilization rate for the year was 85.6%;

➇ The company's first-quarter guidance for 2025 is a revenue increase of 6% to 8% from the previous quarter;

➈ The expected gross margin for the first quarter of 2025 is 19% to 21%;

➉ SMIC expects its revenue growth in 2025 to be higher than the average of comparable industries, with capital expenditures remaining roughly the same as in 2024.

Nextin, a supplier of equipment for SK Hynix, reported on Friday that it achieved a revenue increase of over 30% and an operating income increase of 32.24% in 2024. Revenue reached 114.82 billion won, and operating income was 47.82 billion won. Nextin attributed the growth to new orders from both domestic and international markets.

➀ KLA报告第三季度营收31亿美元，非GAAP每股收益8.20美元；

➁ 预计未来季度营收30-35亿美元，非GAAP每股收益7.55-8.65美元；

➂ AI和HBM是推动高端市场增长的关键因素。