China & Semiconductor Manufacturing International Corporation
16 shared events · Importance 6 · Last updated Aug 25, 2026
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Tech
China: China is the central actor, achieving a major milestone in its semiconductor self-sufficiency drive. The breakthrough could reduce its dependence on foreign lithography equipment and strengthen its chip industry.
Semiconductor Manufacturing International Corporation: SMIC is expected to receive the first homegrown DUV machines later this year, providing an alternative source of lithography equipment amid export restrictions. This could enhance its ability to produce advanced chips, though yields remain a concern.
Jul 27, 2026 · 22 articles
Business
China: China is SMIC's largest market, accounting for 90% of revenue, and the surge in AI demand is largely from Chinese customers, benefiting the domestic semiconductor industry.
Semiconductor Manufacturing International Corporation: SMIC is the central entity, reporting record revenue and profit, raising prices, and expanding capacity due to AI demand. Its stock rose 5% after the earnings call.
Aug 14, 2026 · 6 articles
Tech
China: China's drive for semiconductor self-sufficiency is significantly advanced by Huawei's breakthroughs, aiming to overcome US-led export controls and establish a world-leading high-tech industry.
Semiconductor Manufacturing International Corporation: Semiconductor Manufacturing International Corporation (SMIC) is Huawei's manufacturing partner in China, and its shares rose following Huawei's announcement, indicating potential benefits from the new chipmaking advancements.
May 25, 2026 · 42 articles
Business
China: Chinese customers face the steepest price increases due to strong demand and U.S. export curbs, increasing reliance on overseas foundries.
Semiconductor Manufacturing International Corporation: TSMC's tight capacity and price increases are driving customers to Samsung, but TSMC retains dominant market share and benefits from overall strong AI demand.
Aug 19, 2026 · 9 articles
Business
China: China is affected by U.S. export controls on advanced chips, and TSMC's expansion may increase geopolitical tensions in the semiconductor sector.
Semiconductor Manufacturing International Corporation: TSMC is the central entity, committing an additional $100 billion to Arizona, raising total U.S. investment to $265 billion. It reported record Q2 profits and raised its 2026 revenue and capex forecasts, reflecting strong AI demand.
Jul 16, 2026 · 85 articles
Business
China: The top ten companies in China have seen their share of total market capitalization decrease, indicating a lag in the global AI race, despite government and internet giants vowing to ramp up AI investments.
Semiconductor Manufacturing International Corporation: Semiconductor Manufacturing International Corporation, a semiconductor foundry, is performing well in China due to its positioning to monetize the AI boom.
Jun 28, 2026 · 6 articles
Business
China: The IPO is a major milestone in China's push for semiconductor self-sufficiency and AI leadership. It boosts national pride and provides capital for strategic technology development.
Semiconductor Manufacturing International Corporation: SMIC, China's leading foundry, sees CXMT's IPO as a positive for the semiconductor sector, but also faces competition for capital and attention.
Jul 14, 2026 · 113 articles
Regulatory
China: China is the intended destination of the smuggled AI servers. The case highlights China's continued demand for advanced AI chips despite US restrictions, and the country may face further tightening of export controls as a result.
Semiconductor Manufacturing International Corporation: TSMC is a key partner of Nvidia and manufactures its advanced chips. While not directly involved in the case, the event underscores the importance of Taiwan's semiconductor ecosystem and may indirectly affect TSMC's reputation.
Aug 24, 2026 · 6 articles
International
China: China>>> is the ultimate destination for the smuggled AI chips, which are restricted by US regulations to prevent its military from gaining a technological edge. Increased export controls from Taiwan>>> could further hinder its AI ambitions.
Semiconductor Manufacturing International Corporation: Semiconductor Manufacturing International Corporation (SMIC) was previously blacklisted by Taiwan, and new restrictions would further limit China's domestic chipmaking capabilities.
May 21, 2026 · 22 articles
Business
China: AI startups surged on domestic chip developments. Potential U.S. import ban on components.
Semiconductor Manufacturing International Corporation: Gained on AI chip demand. Benefited from the global AI rally.
Jul 14, 2026 · 280 articles
Business
China: China's strategic goal of chip self-sufficiency is advanced by CXMT's expansion, reducing reliance on foreign memory chips.
Semiconductor Manufacturing International Corporation: Semiconductor Manufacturing International Corporation, a contract chipmaker in the same development zone, may benefit from increased local semiconductor ecosystem activity.
Aug 03, 2026 · 7 articles
Domestic
Semiconductor Manufacturing International Corporation: Semiconductor Manufacturing International Corporation (SMIC) is a key domestic chipmaker in China that is now increasingly using domestically made equipment, including Naura Technology's etching tools, due to the new mandate and US export restrictions.
Dec 30, 2025 · 9 articles
International
Semiconductor Manufacturing International Corporation: Semiconductor Manufacturing International Corporation was investigated by Taiwan for allegedly setting up a disguised entity to hire local talent, indicating a broader crackdown on such practices.
Jan 13, 2026 · 11 articles
International
Semiconductor Manufacturing International Corporation: Semiconductor Manufacturing International Corporation, a Chinese semiconductor maker, has reportedly sent chipmaking tools to Iran's military, making China a target of Donald Trump's tariff threat.
Apr 08, 2026 · 22 articles
International
Semiconductor Manufacturing International Corporation: Semiconductor Manufacturing International Corporation is accused by the United States of sending chipmaking tools to Iran's military, potentially violating US sanctions and increasing tensions between the United States and China.
Mar 27, 2026 · 6 articles
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