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Semiconductor Manufacturing International Corp (SMIC)
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Semiconductors and AI Servers in China
Equity Bottom-Up
640 Views
09 Apr 2025 22:54
Geopolitical tensions drive Chinese R&D in semiconductors, with focus on AI chips and small geometries. Recent announcements include rush orders for Nvidia H20 GPU and breakthroughs in AI technology.
What is covered in the Full Insight:
Introduction to Semiconductors and AI in China
Overview of Chinese R&D and Announcements
Details of China’s AI Server Market
Impact of U.S. Restrictions on Chinese Technology
Advancements in Chinese Semiconductor Equipment
SUMMARY
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Full Insight
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SMIC 1Q25 Strong Wafer Growth but Weak ASP. Same in 2Q. Large Capex to Continue in 2025.
09 May 2025
Semiconductors and AI Servers in China
09 Apr 2025
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