Subject


SMIC


2026-05-22

[News] SMIC, Hua Hong Reportedly Lift Prices Amid AI-Driven Capacity Shifts; Hua Hong Expects More 12-Inch Hikes in 2026

With AI demand continuing to rise, China’s domestic foundries are seeing stronger orders and raising prices. According to Securities Times, around 80% of listed companies within the Shenwan semiconductor industry classification reported higher operating costs year over year in 1Q26, with wafer fou...

2026-05-19

[News] China’s AMEC Reportedly Produces Some of the Most Advanced Etching Tools; SMIC Purchased 800+ Machines

China’s semiconductor equipment ambitions are gaining ground, with AMEC reportedly capable of producing some of the world’s most advanced chipmaking tools. Founder Gerald Yin Zhiyao said in an interview with state broadcaster CCTV that the company’s plasma etching technology has become an indu...

2026-05-15

[News] SMIC Q1 Net Profit Up 5%, Misses Forecasts; Smartphone-Related Revenue Share Hits Lowest Since 2021

Amid China’s semiconductor push, SMIC has remained a key player, with its earnings closely watched by the industry. According to The Wall Street Journal, SMIC posted a 5% increase in first-quarter net profit, missing analysts’ expectations. The report notes that net profit totaled US$197.4 mill...

2026-05-11

[News] SMIC Founder Says China May Gain Edge in Niche Chips as 80% of Demand Lies Outside Advanced Nodes

As China pushes to strengthen its chip industry, Richard Chang, founder of SMIC, China’s largest foundry, suggests that success in semiconductors is not solely about winning the 2nm or 3nm race, with niche markets potentially emerging as a key competitive advantage for China. According to STAR Mar...

2026-03-30

[News] SMIC 2026 Action Plan Points to Above-Industry Growth, Capex Held in Line with 2025

Please note that this article cites information from South China Morning Post, Wallstreetcn, Security Times and SMIC. Amid a broader wave of price increases spreading from upstream foundries to downstream memory and analog chips, China’s leading foundry SMIC has released its 2026 action plan alo...

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