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PulseAugur coverage of Smic — every cluster mentioning Smic across labs, papers, and developer communities, ranked by signal.

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  1. 2026-05-21 funding SMIC received regulatory approval to issue shares to acquire a 49% stake in SMIC Northern. 来源
情绪 · 30 天

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最近 · 第 1/2 页 · 共 23 条
  1. COMMENTARY · CL_48338 ·

    China targets 76% waste resource use by 2030; Google admits coding lag

    China aims to achieve a resource utilization rate of over 76% for urban domestic waste by the end of 2030, according to the Ministry of Housing and Urban-Rural Development. In financial news, major funds saw inflows int…

  2. RESEARCH · CL_48334 ·

    Robotics force sensor firm Blue Dot Touch Control secures major funding

    Blue Dot Touch Control, a leading provider of six-axis force sensors for robots, has secured hundreds of millions of RMB in its C++ funding round. The investment was led by SAIC Financial Holdings and Shangqi Capital, w…

  3. SIGNIFICANT · CL_49603 ·

    Huawei unveils sanctions-busting chip design, claims 1.4nm-class density by 2031

    Huawei has announced a new chip architecture called 'LogicFolding' that aims to bypass US sanctions and achieve '1.4nm-class' transistor density by 2031. This new design, based on a 'Tau Scaling Law' that prioritizes si…

  4. COMMENTARY · CL_43381 ·

    Capital flows into electronics stocks, while power equipment sees outflows

    Major capital inflows were directed towards the electronics sector in the morning trading session, with specific stocks like Cambricon, Huatian Technology, and SMIC seeing significant investment. Conversely, the power e…

  5. RESEARCH · CL_43340 ·

    Chinese Markets Rise, Led by Semiconductors; M&A Approved

    Chinese stock markets saw major indices rise, with the semiconductor and communication equipment sectors leading the gains. Specific companies like SMIC and China Star Optoelectronics experienced significant increases. …

  6. RESEARCH · CL_43113 ·

    SMIC gets nod to acquire 49% stake in SMIC Northern via share issuance

    SMIC has received approval from the China Securities Regulatory Commission (CSRC) to issue shares to acquire a 49% stake in SMIC Northern Integrated Circuit Manufacturing (Beijing) Co., Ltd. This approval is valid for 1…

  7. RESEARCH · CL_42406 ·

    Beijing's Yizhuang aims to be a comprehensive AI city

    Beijing's Yizhuang economic development zone is aiming to become a comprehensive AI city, focusing on practical applications across industries rather than just consumer-facing technologies. The area has already attracte…

  8. SIGNIFICANT · CL_41033 ·

    Sberbank seeks Chinese AI chips amid sanctions, faces competition

    Russia's Sberbank is seeking Chinese-made processors to power its GigaChat AI model due to Western sanctions. Sberbank CEO German Gref indicated interest in Huawei's Ascend 950 chips, but faces significant competition f…

  9. RESEARCH · CL_41028 ·

    DeepSeek V4 validates on Huawei Ascend 950, testing China's AI chip ecosystem

    DeepSeek's V4 model has successfully validated inference on Huawei's Ascend 950 chip, marking a significant step for China's domestic AI hardware. This validation required substantial engineering effort, including rewri…

  10. RESEARCH · CL_39904 ·

    China's central bank injects 153 billion yuan via reverse repo

    The People's Bank of China conducted a 7-day reverse repurchase operation, injecting 153 billion yuan into the market at a rate of 1.40%. This operation's rate remained unchanged from previous instances. The stock marke…

  11. SIGNIFICANT · CL_39328 ·

    China's chip toolmakers seek production line trials amid falling margins

    SMIC founder Richard Chang and AMEC CEO Gerald Yin are urging Chinese semiconductor manufacturers to test domestic chipmaking equipment on their active production lines. This call comes as Chinese equipment vendors achi…

  12. RESEARCH · CL_33183 ·

    SMIC sees AI boom boost chip demand, especially for automotive BCD

    SMIC, a leading semiconductor manufacturer, is experiencing a surge in demand for its power management and data transmission chips, largely driven by the ongoing AI boom. The company is also seeing significant orders fo…

  13. RESEARCH · CL_33439 ·

    AI demand causes chip shortage, boosting Chinese foundries

    A global shortage of mature-node semiconductors is emerging as AI demand redirects production capacity. Major chipmakers like TSMC are prioritizing high-margin AI chips, leading consumer electronics and IoT companies to…

  14. COMMENTARY · CL_32592 ·

    SMIC CEO optimistic about 2024 operations amid strong demand

    SMIC CEO Zhao Haijun expressed increased optimism for the company's operational performance this year, citing strong customer demand and existing orders. This positive outlook was shared during the company's first-quart…

  15. SIGNIFICANT · CL_32467 ·

    Alphabet issues record yen bonds; SMIC raises prices amid demand

    Alphabet has issued a record-breaking ¥576.5 billion (approximately $3.6 billion) in Japanese yen bonds, marking the largest such issuance by a non-Japanese company. Meanwhile, SMIC's co-CEO, Zhao Haijun, reported a sli…

  16. RESEARCH · CL_31596 ·

    Chinese chipmakers SMIC, Hua Hong see Q2 growth from AI demand

    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 …

  17. COMMENTARY · CL_31385 ·

    SMIC forecasts Q2 revenue growth of 14-16%, gross margin 20-22%

    SMIC has announced its financial outlook for the second quarter of 2026, projecting a revenue increase of 14%-16% compared to the previous quarter. The company also anticipates its gross profit margin to be within the r…

  18. COMMENTARY · CL_31387 ·

    SMIC revenue up 8.1% in Q1 2026; Taihe New Material's para-aramid impact minimal

    SMIC reported first-quarter 2026 revenue of 17.617 billion yuan, an 8.1% increase year-over-year. Net profit attributable to shareholders was 1.361 billion yuan, a 0.4% increase. Separately, Taihe New Material noted tha…

  19. COMMENTARY · CL_26288 ·

    Southbound Capital Inflows, SK Hynix Bonuses, Samsung Layoffs, and AI's Equalizing Effect

    Southbound capital saw a net inflow of HK$71 million today, with Alibaba-W, Kuaishou-W, and SMIC leading the net purchases. Separately, SK Hynix addressed rumors of employees receiving HK$6.1 million in bonuses, and Sam…

  20. MEME · CL_14222 ·

    AI's 'Chinese tax' on tokens frustrates holiday travelers

    The national railway system is anticipating a significant surge in passenger traffic, with an estimated 20.3 million travelers expected on May 4th. To accommodate this demand, 1,641 additional passenger trains have been…