ENTITY
Semiconductor Manufacturing International Corp (SMIC)

Semiconductor Manufacturing International Corp (SMIC) (981 HK)

438
Analysis
Information TechnologyChina
Semiconductor Manufacturing International Corporation operates a semiconductor foundry. The Company provides integrated circuit foundry and technology services including the testing, development, design, manufacturing, packaging, and sale of integrated circuits. Semiconductor Manufacturing International offers its products and services around the world.
more
23 Nov 2023 20:42Broker

Technology – Global Foundry 3Q23 Wrap

Looking into 2024, most fabs expected 2024 to be a year of growth driven by consumer/smartphone/PC recovery despite automotive inventory correction

Logo
358 Views
Share
10 Nov 2023 19:45Broker

China Technology – SMIC/Hua Hong Semi 3Q23: in-line revenue; ASP/GPM pressure to persist into 4Q23E

On mature nodes, both expected stable demand into 2024 but lack growth momentum, and SMIC guided 8-inch UTR to remain at 50-70% in 2024.

Logo
410 Views
Share
24 Oct 2023 19:40Broker

China Technology – Implications of TSMC 3Q23: Cycle Nearing the Bottom

TSMC recorded in-line 3Q23 results and 4Q revenue guidance implies betterthan-expected FY23E outlook, driven by stabilised demand of smartphone &...

Logo
322 Views
Share
20 Oct 2023 19:21Broker

China Technology – Implications of ASML/LAM Research 3Q23 Results

Looking ahead, both believe that memory market recovery remains slow given low UTR and on-going inventory digestion, and cycle inflection...

Logo
472 Views
Share
19 Oct 2023 09:15Broker

Implications of the US’s Updated Chip Restrictions to Global/Domestic SPE and GPU Companies

The US Department of Commerce announced a new set of restrictions on 17 Oct that strengthens 1) export controls on advanced chips with new...

Logo
293 Views
Share
x