Subject


SMIC


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...

2025-05-06

[News] Chinese Chipmakers Ramp Up R&D Spending in 2024 — SMIC Tops the List with RMB 5.45B

R&D and innovation drive semiconductor growth, with chip giants like TSMC leading the charge. Notably, according to ijiwei, Chinese semiconductor companies are actively increasing their R&D investments as well. In 2024, a total of 221 A-share listed Chinese semiconductor companies recorded ...

2025-04-29

[News] Decoding Huawei’s DeepSeek All-in-One Machine: 60-70% of NVIDIA H100 Performance at an Appealing Price

Amid rumors that Huawei is set to launch next-gen AI chips like the Ascend 910D and 920, the tech giant has reportedly teamed up with DeepSeek to integrate its Ascend series with DeepSeek’s budget-friendly AI models. According to TechNews, citing Chinese media outlet 53AI, an "all-in-one machine" ...

2025-04-11

[News] A Deep Dive into Intel CEO’s Vast China Investment Portfolio: SMIC, YMTC Supplier and More

Intel’s new helmsman, Lip-Bu Tan, is best known as a seasoned investor and still chairs Walden International. However, as highlighted by Reuters, his investments in China appear more extensive than expected, reportedly covering hundreds of Chinese tech companies. Stakes in Over 600 Chinese Firm...

2025-04-03

[News] China’s Tech Bypass Chip Sanctions: SMIC, Yunhe Zhiwang’s Illicit Recruitment Reportedly Under Taiwan’s Watch

Chinese tech companies bypassing U.S. chip restrictions through loopholes is nothing new. The latest reports from Bloomberg and The Register suggest that they have tried to do so by secretly setting up entities in Taiwan, disguising their origins to recruit top engineers and getting access to advan...

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