# SMIC
Latest news and articles about SMIC
Total: 27 articles found
Beijing Unveils Three-Year Roadmap to Fuse AI with National Telecom Infrastructure
China's MIIT has launched a 2026-2028 implementation plan to integrate AI into the national telecommunications infrastructure, focusing on high-end optoelectronic chips and CPO technology. The move aims to resolve hardware bottlenecks in AI computing while driving growth across the domestic semiconductor supply chain.
Tech Resilience and Market Divergence: China’s STAR 50 Index Surges 11% in May
China's tech-heavy STAR 50 index gained 11% in May, hitting multi-year highs driven by a surge in semiconductor and AI hardware stocks. While the broader Shanghai Composite faced volatility, the market showed a clear preference for state-aligned 'hard tech' sectors over traditional growth drivers.
TSMC’s Premium Pricing Moat Triggers Record Rally for China’s Domestic Chip Giants
TSMC's plan to raise 3nm chip prices by up to 15% has triggered a record-breaking rally for Chinese chipmakers SMIC and Hua Hong. As advanced silicon becomes more costly, the market anticipates a surge in demand for China's domestic mature-process alternatives and an acceleration of semiconductor self-reliance.
Silicon Sovereignty: SMIC Surges to Record High as China Doubles Down on Chip Independence
SMIC's share price hit a 20% ceiling, pushing its total valuation to a record 730 billion RMB amid a surge in China's semiconductor sector. This rally highlights the massive capital flows into firms essential for China's technological self-reliance and AI infrastructure goals.
China’s Tech Engine Roars as Semiconductor Sector Leads Broad Market Recovery
China's STAR 50 index spiked over 5% on record-breaking trading volumes, driven by a massive rally in the semiconductor and AI-related sectors. The surge highlights a significant capital rotation toward high-tech self-reliance as domestic chipmakers hit historic highs.
China’s Chip Champion SMIC Signals Market Rebound with Strong Revenue Guidance
SMIC reported a stable Q1 2026 with 8.1% revenue growth and a marginal increase in net profit. The company issued strong Q2 guidance, forecasting up to 16% sequential revenue growth, indicating a robust recovery in the Chinese semiconductor sector.
Tech-Led Resilience: Semiconductors Propel Hang Seng to New Heights Amid Energy Volatility
Hong Kong's Hang Seng TECH Index surged 3.06% on May 7, driven by a massive rally in semiconductor and AI stocks. Despite a sharp decline in the oil sector, strong Q1 GDP growth of 5.9% provided a bullish fundamental backdrop for the broader market.
Chipmaking Resilience: SMIC Surges as Hong Kong’s Tech Rally Faces Reality Check
Hong Kong's Hang Seng Index fell on the final day of April despite a strong monthly performance, driven by a sharp divergence between surging semiconductor stocks and flagging platform tech and EV shares. SMIC led the gainers as national self-sufficiency goals continue to reshape investment priorities in the Greater China region.
The Return of the King: Cambricon Reclaims China’s Stock Market Crown Amid AI Compute Surge
Cambricon Technologies has become the highest-priced stock in China after reporting explosive Q1 2026 growth driven by AI chip demand. The company's revenue and profit surged over 150%, supported by strong shipments of its Siyuan 590 processor and stable domestic manufacturing partnerships.
Semiconductor Surge Buffers Hong Kong Markets as Biotech Falters Amid Regulatory Headwinds
Hong Kong's Hang Seng Index remained flat as a 6% rally in semiconductor giants SMIC and Hua Hong was offset by a sharp decline in the biotech sector. Positive industrial profit data from the mainland provided a floor for the market amidst ongoing regulatory shifts in the healthcare industry.
Silicon Sovereignty: DeepSeek-V4 Launch Ignites Rally in China’s Domestic Computing Chips
Chinese semiconductor stocks rallied sharply following the launch of DeepSeek-V4, which demonstrated cross-platform compatibility with Huawei’s Ascend NPUs. This development, coupled with the anticipated release of next-generation domestic hardware, signals a strengthening of China’s independent AI ecosystem in the face of global supply constraints.
Digital Assets and Silicon Sovereignty: Hong Kong’s Strategic Pivot Sparks Market Rally
Hong Kong stocks rallied as the HKMA granted stablecoin licenses to HSBC and Standard Chartered, while massive earnings growth at CITIC Securities boosted financial sentiment. Simultaneously, semiconductor stocks surged on news of AI models integrating with domestic chips, highlighting a strategic shift toward technological self-reliance.