United States & Semiconductor Manufacturing International Corporation
17 shared events · Importance 9 · Last updated Aug 25, 2026
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Business
United States: The U.S. benefits from increased domestic semiconductor manufacturing, job creation, and supply chain security, aligning with policy goals.
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
Tech
United States: The United States' sanctions against Huawei and China's semiconductor industry have driven Huawei to develop alternative chipmaking technologies, intensifying the tech rivalry.
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
Tech
United States: The United States' export restrictions have accelerated China's push for self-reliance. The DUV breakthrough could undermine the effectiveness of these restrictions, though China still lags in advanced technology.
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
United States: Engaged in conflict with Iran, impacting oil prices and markets. Also intervened in yen markets.
Semiconductor Manufacturing International Corporation: Gained on AI chip demand. Benefited from the global AI rally.
Jul 14, 2026 · 280 articles
Business
United States: U.S. customers are prioritized by Samsung, and U.S. export curbs on chipmaking equipment to China are reshaping foundry demand.
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
United States: The U.S. contributed 8% of SMIC's revenue, and the company's growth reflects global AI demand, though U.S. export controls remain a factor.
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
Business
United States: US markets and economy central to earnings season and geopolitical tensions.
Semiconductor Manufacturing International Corporation: Foreign semiconductor company; muted reaction to strong results indicates high expectations.
Apr 20, 2026 · 27 articles
Business
United States: U.S. export controls and potential restrictions on CXMT are central to the event. The U.S. faces a strategic challenge as China advances in memory chips despite restrictions.
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
United States: The United States imposed the export restrictions that were allegedly circumvented. The indictment demonstrates the enforcement of these controls and may lead to further actions against smuggling networks.
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
United States: The United States>>> has imposed strict export controls on AI chips to China>>> and is pressuring allies like Taiwan>>> to align with these measures. Its actions are aimed at constraining China>>>'s AI ambitions and preventing military advancements.
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
United States: The U.S. government holds a 10% equity stake in Intel, supporting domestic chip production and benefiting from Intel's growth.
Semiconductor Manufacturing International Corporation: TSMC faces increased competition from Intel's foundry expansion, though the offering itself does not directly affect TSMC's operations.
Aug 10, 2026 · 14 articles
Business
United States: The US-China tech rivalry is a backdrop; CXMT's growth may intensify competition and could lead to further export controls or trade tensions.
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
Business
United States: The United States is the home country of the companies involved, but it is not directly affected.
Semiconductor Manufacturing International Corporation: TSMC is a manufacturing partner for Alphabet, but the investment does not directly affect TSMC.
Jul 08, 2026 · 33 articles
Business
United States: The United States is home to several of SoftBank's investments, including OpenAI and Intel, but no direct impact was mentioned.
Semiconductor Manufacturing International Corporation: TSMC is a portfolio company of SoftBank, but no specific impact from this earnings report was mentioned.
Aug 06, 2026 · 12 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, 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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