China's top chip manufacturers, SMIC and Hua Hong, anticipate increased revenue in the second quarter, driven by the global surge in AI demand and a tight memory chip market. SMIC projects revenue between $2.86 billion and $2.91 billion, while Hua Hong forecasts $690 million to $700 million. Hua Hong's chairman expressed optimism about capacity expansion despite US export controls, stating they have not yet impacted equipment procurement for their new facility. AI
影响 Global AI demand is driving significant growth forecasts for Chinese semiconductor foundries, highlighting the critical role of chip manufacturing in the AI supply chain.
排序理由 Forecasts for revenue growth from major semiconductor foundries due to AI demand. [lever_c_demoted from significant: ic=1 ai=0.7]
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