Chinese semiconductor companies like SMIC reported record 2025 revenue, driven by AI demand and China's self-sufficiency push as a result of US restrictions
Chinese semiconductor companies like SMIC reported record 2025 revenue, driven by AI demand and China's self-sufficiency push as a result of US restrictions
Chinese semiconductor firms have reported record revenue last year driven by AI demand, a shortage of memory chips and U.S. export restrictions …
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 …
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 :
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
SMIC's Shanghai-listed shares are up 120% from a September 2024 low, outperforming Nvidia and TSMC, on an expected boost from China's chip self-reliance push
- SMIC has more than doubled in two months as market eyes Trump — Competition looms and valuation not attractive: Morgan Stanley
Sources: SMIC plans to use its stock of US and Dutch-made equipment to build 5nm Kirin chips designed by Huawei's HiSilicon for smartphones, despite US curbs
SMIC and Huawei plan to make new 5nm processor, supporting Beijing's goal for advanced semiconductors
A look at Shanghai's status as China's chip hub: SMIC and SMEE making 14nm and 90nm chips, ~$36.95B market size in 2021 or ~25% of China's total, and more
Jiaxing Li / South China Morning Post : Tweets: @pstasiatech Tweets: Paul Triolo / @pstasiatech : Shanghai emerges as China's semiconductor highland City has emerged as a centre for China's most comp...
After booming demand during the pandemic and a rapid inventory build-up in 2022, Intel, Nvidia, SMIC, and TSMC face a sudden downturn, perplexing analysts
After booming demand during the pandemic and a rapid inventory build-up in 2022, Intel, Nvidia, SMIC, and TSMC face a sudden downturn, perplexing analysts
After dealing with booming demand and global shortages since the start of the pandemic, the semiconductor industry is facing a sudden downturn.