Subject


SMIC


2026-02-12

[News] US Reportedly Hits Applied Materials with $252M Penalty for Illegally Sending Chip Equipment to SMIC

Ahead of its upcoming earnings, U.S. chip equipment giant Applied Materials faces a $252 million hit, agreeing to settle over illegal exports of chipmaking tools to China’s top foundry, SMIC, Reuters reports. The announcement, as per Reuters, was made by the U.S. Department of Commerce on Wedne...

2026-02-11

[News] SMIC Posts Record $9.3B in 2025 Sales; 7nm Yields Reportedly Weigh on Margins

Amid market talk of potential price hikes of around 10%, China’s leading foundry SMIC released its 4Q25 and full-year 2025 results on Feb. 10. Citing chinastarmarket.cn and the company’s disclosure, fourth-quarter revenue came in at US$2.489 billion, rising 4.5% quarter on quarter and 12.8% year...

2026-01-27

[News] AI Drives Mature-Node Prices: SMIC Reportedly Up 10%, Vanguard Estimated Up 4–8% From Q1

Mature-node foundries may be poised for a new wave of price hikes. According to Commercial Times, the expansion of AI applications is driving rapid growth in demand for power management components, with industry sources suggesting that mature-node pricing could rebound. Among mature-node foundrie...

2026-01-15

[News] Global 8-Inch Wafer Market Tightens: Samsung Giheung S7, TSMC Closures Put China Fabs in Spotlight

Global 8-inch wafer capacity seems to be entering a contraction phase, driven by major foundries shifting focus to advanced nodes. TSMC began scaling back in 2025, aiming to fully close selected fabs by 2027, and Samsung appears to be following the same path, with plans to shutter its Giheung-based ...

2026-01-08

[News] China Foundry Push Accelerates with Nexchip RMB 35.5B Phase IV, Hua Hong’s RMB 8.2B Deal

Recent developments in China’s semiconductor sector signal an accelerated pace of expansion, particularly in the wafer foundry segment. Nexchip Kick-Started Construction of Phase IV Project with Investment of CNY 35.5Bn On January 4, 2026, Nexchip Semiconductor announced via its official WeC...

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