ENTITY
Semiconductor Manufacturing International Corp (SMIC)

Semiconductor Manufacturing International Corp (SMIC) (981 HK)

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Analysis
Information TechnologyChina
Semiconductor Manufacturing International Corporation operates a semiconductor foundry. The Company provides integrated circuit foundry and technology services including the testing, development, design, manufacturing, packaging, and sale of integrated circuits. Semiconductor Manufacturing International offers its products and services around the world.
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Foundries. China (Hua Hong, SMIC) Has Outperformed but on Poor Margins & Inventory Risk.

​Chinese foundries have overgrown ex-China counterparts, but now face inventory issues. Ex-China foundries are stabilizing, destocking coming to an...

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SMIC (981.HK): Keeping a Steady Growth

​Company forecasts steady revenue growth and gross margin improvement, with a focus on AI and capacity expansion, likely to grow around 50k/ 8"...

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HK Connect SOUTHBOUND Flows (To 25 Oct 2024); Everything Bought in BIG Week

SOUTHBOUND investors go big this week buying everything but China Mobile and CNOOC. Every sector was positive. This is a risk-on move in large net...

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SMIC (981.HK): Surviving Amidst a Prolonged US-China Trade War

​SMIC's revenue for 4Q24 expected ~US$2bn, slight reduction from 3Q24 due to year-end seasonality. Despite US sanctions on China since 2019, SMIC...

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SMIC (981.HK): Revenue and GM Continued to Trend Up in 3Q24

​Company expects solid revenue growth and stable gross margins, focusing on supporting customers and anticipating more accurate demand in upcoming...

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