SMIC

Headlines · 5

1. 7h
   Mature-node foundry utilization seen at 91% in Q4 as Q1 2027 prices rise

   Market research firm Sigmaintell forecasts that global mature-process foundries will run at an average 91% capacity utilization in the fourth quarter of 2026, with 12-inch and 8-inch mature-node prices set to rise 4% to 8% quarter over quarter in Q1 2027, TechNews reported. The 90nm node shows the steepest gains, up 4% to $1,250 in Q4 and projected to climb another 8% to $1,350 in Q1 2027, while 28nm and 40nm hold at $2,500 and $1,900 in Q4 before an expected 6% and 5% increase respectively. TechNews, citing the analysis, attributes part of the demand to AI infrastructure buildout lifting 55nm and 90nm production of NOR Flash, high-performance MCUs and power management chips, with 8-inch fabs reporting order visibility of about six months.

   科技新报 · 🔥 8
2. 5d
   NVIDIA's China AI chip share falls to 34% as Huawei closes gap to 6 points

   According to IDC data cited by 36Kr, NVIDIA's share of China's data center AI chip market fell to 34% in the first half of 2026, with Huawei at 28% — a gap of 6 percentage points versus 31 a year earlier. NVIDIA shipped 678,000 AI accelerators in China from January to June, down 44% year on year, while Huawei shipped 572,000, nearly double its year-earlier total of more than 300,000; NVIDIA's CFO previously said it shipped no Hopper data center products to mainland China in the quarter and took a $4.5 billion inventory charge. Huawei's gains came despite supply constraints, with Ascend 910C yields and high-bandwidth memory supply still capping output, and China's accelerator mix shifted as non-GPU accelerators (1.016 million units, up nearly 80%) exceeded GPUs (991,000) for the first time.

   36氪 人工智能 · 🔥 0
3. 5d
   Goldman Sachs: global AI trade splits into two worlds

   A Goldman Sachs report led by chief China equity strategist Kinger Lau says the global AI trade is splitting into two worlds: one led by the United States, the other an increasingly self-sufficient Chinese AI system. Since DeepSeek emerged in early 2025, Chinese AI-related listed companies have created nearly $5 trillion in market value through share gains and IPOs, with AI stocks now accounting for 42% of combined A-share and H-share market capitalization and 57% of trading volume, the report says. Goldman splits Chinese AI stocks into export-oriented names (360-plus companies, about $1.7 trillion market cap, over 40% overseas revenue) and domestic-demand names (880-plus, about $3.2 trillion, under 10% overseas revenue), and refreshed its “China Select AI Portfolio” to 50 stocks including CATL, SMIC, Cambricon, Alibaba, Tencent and BYD. The bank also cautions that China still trails the US in cutting-edge semiconductors and capital scale, leaving full AI autonomy a long way off.

   科技新报 · 🔥 0
4. Oct 8
   Hong Kong stocks fall; Hang Seng Tech drops 2.89% as MiniMax, Zhipu slide

   Hong Kong shares closed lower on October 8, with the Hang Seng Index down 1.43% and the Hang Seng Tech Index down 2.89%. Semiconductors led the decline: Biren Technology fell more than 11%, Hua Hong Semiconductor more than 9%, and SMIC and Montage Technology more than 6%, while AI model names MiniMax-W dropped over 13% and Zhipu over 7%. Coal and oil/petrochemical shares gained, and southbound flows recorded a net buy of HK$6.477 billion.

   36氪快讯 · 🔥 0
5. Oct 7
   Qualcomm reportedly to license Huawei patents tied to LogicFolding

   Qualcomm has reportedly agreed to a multiyear cross-license with Huawei that may include patents supporting Huawei’s LogicFolding chip-stacking architecture, Bloomberg reported. The companies’ announcement did not identify the patents or mention LogicFolding; the deal also includes technology areas such as 5G, AI services, optics and networking, and remains subject to regulatory approval.

   Tom’s Hardware · 🔥 0

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