Subject


SMIC


2025-08-08

[News] Oriental Materials’ In-House Core Components of Lithographic Machine Validated by SMIC

The linear motor is a core component of the motion platform in a lithography machine. Lithography machine must “carve” circuit patterns onto silicon wafers with nanometer-level precision. The linear motor directly drives the worktable and the mask stage to achieve high-speed, ultra-precise linea...

2025-06-16

[News] China’s A-Share Chip M&A Boom: 73+ Applications Reportedly in 18 Months, $55B Deal Value in 2024

As the U.S. clamps down on chip exports, China is fast-tracking the consolidation of its semiconductor industry. According to Economic Daily News and Chinese media like Sina, China’s A-share chip sector has announced at least 23 M&A deals since 2025. Notably, as the reports highlight, in 2...

Huawei
2025-06-16

[News] Taiwan Adds Huawei and SMIC to Export Control List; Local Techs See Little Impact After Pullback

After Washington tightened AI chip export rules in May—saying using Huawei's Ascend chips without a license is a violation of U.S. export control rules—Taiwan is stepping up too. On June 15, the International Trade Administration updated its export control list, adding 601 entities—inclu...

2025-06-06

[News] SMIC Offloads Ningbo Stake to Local Chipmaker Goke Micro in Strategic Move

Amid China’s semiconductor consolidation wave to push back against U.S. pressure, local foundry giant SMIC announced on June 5 it is selling its full 14.83% stake in SMIC Ningbo to Shenzhen-listed Goke Microelectronics, according to Sina and the Science and Technology Innovation Board Daily. Pe...

2025-05-09

[News] SMIC’s U.S. Revenue Share Climbs to Nearly 13% in Q1; Warns of 4–6% Q2 Sales Dip

Amid looming chip tariffs, China’s leading foundry SMIC delivered a robust 161.9% year-on-year surge in Q1 profit, hitting $188 million, as highlighted by Reuters and China’s Wallstreetcn. Despite the strong start, the company struck a cautious tone for Q2, projecting a 4–6% Q2 sales dip and a...

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