Primer: Semiconductor Manufacturing International Corporation (SMIC) (688981 CH) - Sep 2026
Semiconductor Manufacturing International Corporation (SMIC) stands as mainland China's premier pure-play foundry and the world's third-largest...
94 Views
SPE – Semi Production Equipment: The Big Reset Is Happening. SPE Firms Expectations Is the Problem
​Slower outlook for semiconductor equipment industry due to China slowdown, TSMC uncertainty, and export licenses. Expect higher Capex in 2026 and...
611 Views
Huawei New AI Processor Ascend 910C and the Long History Behind It (Part 1)
​Huawei's advancement in AI semiconductor technology was hindered by losing access to TSMC, impacting the progress of their AI processor Ascend...
710 Views
What Is TSMC Telling Us About Semi Supply Chain Stories at Its Investor Conference?
What Is TSMC Telling Us About Semi Supply Chain Stories at Its Investor Conference? TSMC revises down 2024 global semi y/y sales from over 10% to...
2.1k Views
SMIC Q2 2026. Record Quarter & “AI Companion Chip” Demand Is Enormous
SMIC’s AI companion chip demand is enormous, we pulled forward shipments and increased this significantly. In this report we said the increase, on...
117 Views