SMIC (981.HK): Expect a Flat QoQ Results in 1Q26, but 2026 Could Still Be a Growth Year.
​SMIC reports strong 4Q25 results with revenue up 12.8% YoY, but stock price lags behind competitors TSMC and UMC. 1Q26 guidance predicts flat...
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BUY/SELL/HOLD: Hong Kong Market Update (August 2026)
The Hong Kong market continues to show gains on the back of a strong July. The standout sectors this month include materials and healthcare.
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SMIC (981.HK): The EUV Issue Remains, Forcing China to Develop Its Own Technology Now?
​US export restrictions have significantly impacted China's semiconductor industry. China must build its own chip supply chain to develop...
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SMIC (981.HK): Although GM May Decline Slightly, Revenue Is Expected to Continue Growing in 4Q25.
​SMIC's 3Q25 revenue up 7.8% from 2Q25, GM at 22.0%. Expects flat to 2% revenue growth QoQ, GM between 18% and 20%. Stock price up 160.7% YTD,...
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BUY/SELL/HOLD: Hong Kong Market Update (7/22/26)
The Hong Kong market has bounced strongly in July as northern Asian markets decline amid the global AI/semiconductor sell-off.
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