SMIC688981 / 0981

Founded in 2000 and headquartered in Shanghai, SMIC is China's largest semiconductor foundry and a centerpiece of the country's push for chipmaking self-sufficiency. Cut off from the most advanced lithography tools by US export controls, it has focused on maximizing output from older equipment and adopting domestic alternatives as they become available, making it a bellwether for how fast China can close the gap with TSMC and Samsung.

CEO Zhao Haijun · Founded 2000 · Listed True · HQ Shanghai, China · Exchange 상하이 커촹반(STAR Market) · 홍콩거래소 · Website smics.com

Predictions & track record (3)

• Awaiting grading China just started chip production on homegrown DUV tools. Is ASML's grip loosening?To be scored at end of 2027: whether the company's DUV tool shipments actually reached roughly 20 units.
• Awaiting grading China's CXMT Surges 470% on Debut, Becoming a $489 Billion Chipmaker OvernightCheck whether, after the January 27, 2027 lock-up expiry, CXMT trades closer to Nomura's ¥116 target or Morningstar's ¥14.90 fair value.
• Awaiting grading Huawei's AI Chip Shipments Are Said to Double: the Real Bottleneck Is HBM, Not LithographyCheck whether Huawei's shipments keep climbing after its HBM stockpile is projected to run dry around end-2025/early 2026, or stall around that point instead.

4 related posts

• Watch China just started chip production on homegrown DUV tools. Is ASML's grip loosening? Jukan (@jukan05) · 2026-07-27
• Watch China's CXMT Surges 470% on Debut, Becoming a $489 Billion Chipmaker Overnight Serenity (@aleabitoreddit) · 2026-07-27
• Watch China's DRAM Prices Match Samsung's, But Only for Mainstream DDR5 Jukan (@jukan05) · 2026-07-25
• Bear Huawei's AI Chip Shipments Are Said to Double: the Real Bottleneck Is HBM, Not Lithography Jukan (@jukan05) · 2026-07-25