Applied Materials reaches a $252M settlement with the US Commerce Department, resolving allegations it illegally exported chipmaking equipment to SMIC in China
SMIC CEO Zhao Haijun says the industry is “a bit panicked” about the memory chip shortage, and more supply may arrive in nine months; prices are up 80%+ in 2026
More supply could come to market in nine months, executive says — The chief executive of China's largest contract chip maker …
SMIC reports Q4 revenue up 13% YoY to $2.49B, above est., net profit up 61% YoY to $172.85M, above $139.5M est., and annual revenue up 16% YoY to $9.33B in 2025
For the first quarter of 2026, the chip maker expects revenue to be flat sequentially — Semiconductor Manufacturing …
China's SMIC plans to acquire the remaining 49% stake in its SMNC unit for ~$5.8B, making the unit wholly owned; SMNC focuses on 12" integrated circuit wafers
China's top foundry SMIC (0981.HK) said on Monday that it plans to acquire the remaining 49% stake in unit SMNC for 40.6 billion yuan …
TechInsights: Huawei's Kirin 9030 chip, used in its Mate 80 Pro Max phone, is China's most advanced chip to date and was produced with SMIC's updated 7nm tech
Huawei Technologies Co. and manufacturing partner Semiconductor Manufacturing International Corp. are making advances …
Xiaomi President Lu Weibing says the company expects a shortfall in memory chips to push up mobile device prices in 2026, after SMIC's similar warning last week
Bloomberg :
SMIC reports Q3 revenue up 9.7% YoY to $2.38B, above $2.35B est., and net profit up 29% YoY to $191.8M, above $161.2M est., as analog chip demand rises
Sherry Qin / Wall Street Journal :
Sources: the Chinese government is intervening in how SMIC distributes its chip output for AI, prioritizing Huawei amid US export restrictions on advanced chips
Shortages of advanced AI chips are so acute that Beijing is intervening and tech companies are resorting to workarounds
Sources: SMIC is testing China's first domestically produced deep-ultraviolet lithography machine, aiming to reduce reliance on western chipmaking technology
SMIC takes significant step on road to wafer fab equipment self-sufficiency Ananya Gairola / Benzinga : China's SMIC Pilots Domestic Lithography Machine To Push 7nm Chips As Beijing Turns Regulatory H...
A deep dive into Huawei's Ascend AI chip production, SMIC, TSMC, US export controls, HBM bottlenecks, China's HBM issues, Huawei's data center chips, and more
H20 Shipments, Blackwell B30A, Bottlenecks to Chinese Chip Production, Export Controls, CXMT, SMIC, Cambricon