09 0981.HK Semiconductor Manufacturing International Corp. Загрузка... : Бычьи и медвежьи мнения аналитиков

The tweet announces a new RWA perpetual listing for SMIC with 10x leverage, but it is a factual product announcement without a directional trade call.

SMIC is operating at full capacity due to robust AI demand and China's aggressive semiconductor localization efforts. The company delivered a strong Q2 earnings beat with improving product mix and rising ASPs, prompting Goldman Sachs to significantly raise its target price, reflecting SMIC's position as China's irreplaceable foundry.

The author asks a clarifying question about which foundry is fabbing the chip, suggesting SMIC as a possibility without taking a directional position.

SMIC gained about 2% after results beat estimates, supported by strong global demand for chips and showing strength on the hardware side of the semiconductor sector.

There is strong earnings momentum in the Chinese semiconductor space, with companies like SMIC and Hua Hong demonstrating strong global leads and structural demand, despite extreme valuations.

Research note analyzing China's 28nm capex recovery and NAND upgrade cycle as read-throughs for equipment, foundries, and analog suppliers, with directional impacts framed as fundamental risks rather than explicit positions.

SMIC's co-CEO announces the company is raising wafer prices for its most sought-after capacity segments.

SMIC co-CEO Zhao Haijun says AI will continue to drive demand for chipmaking capacity in the second half of the year.

Observes soaring profits driven by domestic buyers forced to purchase chips due to US tech export sanctions.

China-based foundries SMIC and Hua Hong are growing rapidly on domestic demand, but the tweet is a factual report without an explicit position or forward call.

SMIC reports second quarter net income of 479.2 million dollars versus 256.7 million expected, with gross margin beating estimates and third quarter revenue guidance of two to four percent growth.

Author reflects on SMIC's past halving and geopolitical semiconductor dynamics, but makes no current directional call or position statement.

The tweet provides a detailed factual analysis of China's DUV lithography production, concluding the market reaction to ASML was an overreaction with minimal actual impact.

SMIC's latest DUV node, N+3, has achieved EUV-class density without EUV, demonstrating real progress. Although power and performance still lag the leading edge, this shows China is becoming a serious fab player. SMIC is being directed to license its N+2 and N+3 processes to other domestic fabs. If this learning spreads into AI accelerators and other chips, the choke point moves from a single sanctionable fab to an entire ecosystem, making China less dependent on TSMC and harder to contain. China doesn't need to beat TSMC; it only needs to be good enough to not need TSMC at all.

SMIC's N+3 process achieves extremely aggressive scaling without EUV, reaching parity with the world's leading fabs in some aspects while managing yield and performance through innovative process decisions. Export restrictions have forced SMIC to innovate, creating progress despite being unable to use EUV.

The author provides a macro market update on oil-driven selloff, China/AI rotation, and bear steepener risks without stating any personal positions or forward calls.

Author sarcastically suggests shorting Bitcoin to profit from a semis-led Nasdaq crash and rotating into Micron, but the tone is a meme trade, not a serious forward call.

Развитие ИИ в Китае продолжается в рамках более устойчивой и менее капиталоемкой модели с открытым исходным кодом. Компании китайской цепочки поставок полупроводников, такие как SMIC, составляют лишь малую часть от размера своих американских аналогов, таких как Micron и Intel, что оставляет значительный потенциал для роста. В списке 52-недельных максимумов доминируют именно эти компании, и эта расширяющаяся тенденция сохранится.

The author weighs counterarguments on China's semiconductor progress, discussing SMIC's yield struggles and YMTC's past breakthroughs without expressing a clear directional trade view.

The tweet analyzes Huawei's Tau Scaling announcement, concluding it is bullish for China semiconductor self-sufficiency but not a near-term threat to TSMC or ASML, with no explicit forward-looking trade calls.

Long SMIC as the core beneficiary of the DUV+3D stacking breakthrough, with catalysts from the upcoming IEE conference and Mate 90 launch.

Reports SMIC Q1 earnings results with growth metrics and Q2 guidance, no directional view from speaker.

Long UMC, SMIC, and SkyWater on mature-node capacity tightening benefiting trailing-edge foundries.

Bearish view on SMIC (981) as dependent on foreign EDA access; tighter export controls would impair design and foundry progress.

Watch SMIC as the analysed company; high utilization and mature-node pricing stabilization are positive read-throughs, but this is research, not a personal position.

Watch SMIC (0981.HK) through 2026: capacity expansion drives depreciation and margin pressure while China localization and AI-driven memory demand support demand. No author-owned position is stated.