SMIC warns AI pull-forward is rewriting chip cycle, lifts mature-node pricing

Staff reporter, Levi Li, Taipei, DIGITIMES Asia Thursday 12 February 2026 0

Credit: AFP

The global foundry industry is undergoing a structural shift, and it is emerging first in mature process nodes once widely considered oversupplied. SMIC stated on February 11 that its performance in the first quarter of 2025 defied seasonality. Utilization...

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