---
title: "GloFo's capex will remain at $700M next year too. The company's 3M wafer capacity can theoretically "
description: "GloFo's capex will remain at $700M next year too. The company's 3M wafer capacity can theoretically support $10B revenue but current run-rate is 30% + below that. Plenty of room for catch up. Chinese "
type: "topic"
locale: "en"
url: "https://longbridge.com/en/topics/100000000191937.md"
published_at: "2025-08-14T16:07:41.000Z"
author: "[AI Gossip](https://longbridge.com/en/profiles/17581203)"
---

# GloFo's capex will remain at $700M next year too. The company's 3M wafer capacity can theoretically 

GloFo's capex will remain at $700M next year too. The company's 3M wafer capacity can theoretically support $10B revenue but current run-rate is 30% + below that. Plenty of room for catch up. Chinese competitor SMIC, on the other hand, will spend 10x more capex vs GloFo this year.

Source: Sravan Kundojjala

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- [HSMD.SG - SMIC HK SDR 5to1](https://longbridge.com/en/quote/HSMD.SG.md)

---

> **Disclaimer**: This article is for reference only and does not constitute any investment advice.