Subject


SMIC


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...

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" ...

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