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NEWS TAGGED SMIC
Friday 12 September 2025
Huawei, Cambricon AI chip production set to top one million units by 2026
China is accelerating its drive for homegrown AI semiconductors. JPMorgan forecasts Huawei will ship 600,000–650,000 AI chips in 2025, while Cambricon Technologies is on track...
Tuesday 9 September 2025
RongSemi denies fab halt as YMTC Veteran takes key role in Ningbo expansion
Simon Yang, the former YMTC CEO and later deputy chairman, has joined Rong Semiconductor (Ningbo) Co. (RongSemi) as head of its technical expert committee. The announcement came alongside...
Thursday 4 September 2025
Why the US revoking TSMC’s Nanjing license may matter less than it seems
The US Commerce Department has told TSMC it will revoke the company's Verified End-User (VEU) status for its Nanjing factory by December 31, 2025. TSMC said on September 2 that the...
Tuesday 2 September 2025
China's SMIC seeks 100% control of SMIC North; what's really behind state investor exits?
China's chipmakers remain blocked from sub-7nm breakthroughs, but expansion in mature-node manufacturing is surging, led by 12-inch wafer fabs. SMIC has accelerated construction since...
Monday 1 September 2025
SMIC tightens grip on Beijing unit in latest wave of China wafer fab mergers
China's SMIC said it will acquire the remaining 49% stake in its subsidiary, SMIC North Integrated Circuit Manufacturing (Beijing), also known as SMIC North, through an issuance of...
Friday 29 August 2025
SMIC revenue surges 23% in 1H25, underscoring China’s chip ambitions
Semiconductor Manufacturing International Corporation (SMIC) reported strong results for the first half of 2025, with revenue rising 23.4% year-on-year to CNY31.99 billion (US$4.47...
Friday 29 August 2025
China reportedly plans to triple AI chip output by 2026, with 3 fabs for Huawei
China is preparing to triple its domestic AI chip production by 2026, according to people cited by the Financial Times. Three new wafer fabs...
Friday 22 August 2025
China’s AI chip drive eyes 82% autonomy by 2027
China's top provinces are intensifying efforts to reduce reliance on foreign semiconductors, setting aggressive targets to boost self-sufficiency in AI and data center chips.
Thursday 21 August 2025
SJ Semiconductor advances 3D packaging as key Huawei partner, climbs global OSAT rankings
China's semiconductor packaging and testing firm SJ Semiconductor (SJ Semi) has made significant headway with the completion of its third production facility, J2C, in Jiangyin's high-tech...
Tuesday 19 August 2025
Huawei data center chip stuck on outdated 5nm node, teardown reveals
A recent teardown of Huawei's new Kunpeng 930 data center processor suggests the chip may still rely on TSMC's five-year-old 5nm manufacturing node. The finding underscores how US...
Thursday 14 August 2025
Commentary: Huawei's Mate 80 showcases near-100% China supply chain in high-end smartphone drive
Over the past five years, Huawei's drive to localize smartphone components has shifted from a crisis response into a calculated, strategic effort to build a self-reliant supply chain...
Wednesday 13 August 2025
TSMC leads with high gross margins, while second- and third-tier foundries operate at full capacity but struggle to profit
The foundry industry faces operational pressures in 2025 due to external factors such as tariffs, exchange rates, and geopolitical tensions. Only TSMC continues to achieve record-breaking...
Friday 8 August 2025
SMIC flags limited visibility for 4Q25 amid high demand, expects limited tariff impact thanks to clients' preparedness
SMIC warned of weaker chip shipment momentum in the fourth quarter of 2025 due to seasonal effects and customer inventory buildup, noting limited visibility ahead. However, the company...
Friday 8 August 2025
SMIC reports mixed 2Q25 results, forecasts modest growth as stimulus boost fades
On late August 7, Semiconductor Manufacturing International Corporation (SMIC) posted mixed financial results for the second quarter of 2025, reflecting sequential softness but continued...
Tuesday 5 August 2025
Who’s really after TSMC’s 2nm secrets? The trail may not lead to China
TSMC is dealing with a high-stakes internal security breach after several employees were dismissed over attempts to leak confidential information regarding its 2nm process technology,...