SMIC faces U.S. scrutiny after a $252 million Applied Materials settlement—can China’s foundry still drive AI‑chip growth amid regulatory and memory‑shortage pressures?
SMIC’s latest earnings reveal a 61% profit surge driven by booming wafer shipments, but rising depreciation from aggressive AI‑chip capacity expansion threatens margins. Read how the company balances growth and cost.
SMIC’s 2026 outlook: unaffected by French wage and energy rules, the foundry stays focused on 14‑nm tech, AI/IoT demand and global supply‑chain resilience, promising steady growth.
SMIC boosts its footprint with a 49 % stake in SMNC and a $6.5 billion expansion of SMIC South, positioning the foundry to capture higher‑tech chip demand and strengthen its global competitive edge.
SMIC’s $5.8 billion full takeover of SMNC boosts vertical integration, cuts costs, and positions the foundry to dominate the semiconductor supply chain.
SMIC’s stable Hong Kong share price and global foundry role keep it poised amid rising AI‑chip demand and European labor‑cost reforms, shaping its near‑term pipeline.
SMIC’s share fall amid U.S. export‑policy shifts reveals how Nvidia’s H200 chip plans could reshape China’s semiconductor race—strategic insights on resilience, investment, and supply‑chain adaptation.
SMIC’s 2025 Q3 earnings beat expectations, boosting investor confidence, but a looming memory‑chip shortage threatens 2026 growth and margins—find out how it could impact the firm’s future.
SMIC, a Hong Kong-listed semiconductor foundry, saw a significant 8% surge in its share price on October 24, 2025, driven by a broader rally in Asian tech stocks and supportive policy signals from Beijing.