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Chinese chip foundries surge as AI boom drives triple-digit profit growth

SMIC, Hua Hong Grace results highlight how local foundries are aggressively running their plants at full capacity to meet domestic needs.

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scmp.comStai leggendo16 h fa

Chinese chip foundries surge as AI boom drives triple-digit profit growth

SMIC and Hua Hong posted triple-digit Q2 profit growth (+261% and +386% YoY), powered by demand for domestic AI chips exempt from US export bans. This signals the consolidation of a parallel AI supply chain: tech managers must recalibrate sourcing strategies to reduce US-Taiwan concentration risk.

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Timeline cronologica

lunedì 10 agosto 2026·qz.com
TSMC July 2026 revenue jumps 44.7% on AI chip demand
The world's biggest chip manufacturer posted NT$467.58 billion in July sales, running ahead of its own 40% full-year growth target
lunedì 10 agosto 2026·hindustantimes.com
Why TSMC sales surged 45% as AI boom drives demand for advanced chips
TSMC sales jumped 44.7% in July as strong AI chip demand boosted revenue, with Nvidia and Google among major customers driving the semiconductor boom. | Business News

Chinese chip foundries surge as AI boom drives triple-digit profit growth

Confronto fonti

Chinese chip foundries surge as AI boom drives triple-digit profit growth

Timeline cronologica

TSMC July 2026 revenue jumps 44.7% on AI chip demand

Why TSMC sales surged 45% as AI boom drives demand for advanced chips

China’s leading chipmakers post strong Q2 results, with SMIC’s revenue topping $3b for first time

SMIC profit more than triples as AI chip demand fuels China's semiconductor ambitions

AI semiconductor demand: Chinese chipmaker SMIC increases prices on strong AI demand - The Economic Times

China's SMIC says AI 'spillover effects' boosting peripheral chip prices

TSMC July 2026 revenue jumps 44.7% on AI chip demand

SMIC profit more than triples as AI chip demand fuels China's semiconductor ambitions

Chinese chip foundries surge as AI boom drives triple-digit profit growth

SMIC registra salto no lucro e na receita do 2º trimestre por ‘boom’ na demanda global de chips

China’s leading chipmakers post strong Q2 results, with SMIC’s revenue topping $3b for first time

Applied Materials projects China revenue to grow in 2026 despite US curbs

China's SMIC says AI 'spillover effects' boosting peripheral chip prices

AI semiconductor demand: Chinese chipmaker SMIC increases prices on strong AI demand - The Economic Times