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

Co-CEO Zhao Haijun said on an earnings call that SMIC raised prices following negotiations with customers in the first quarter, and that it would charge more for wafers processed in the third quarter.

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

SMIC raised prices on AI wafers; Q2 revenue topped $3B with profit tripling, driven by surging AI demand. As the only Chinese 7-nm foundry at 93.7% utilization, supply tightness signals persistent AI chip shortage will pressure infrastructure budgets.

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giovedì 13 agosto 2026·cryptobriefing.com
SMIC profit more than triples as AI chip demand fuels China's semiconductor ambitions
SMIC reported Q2 2026 profit of $479.2 million, more than tripling year-over-year and nearly doubling analyst estimates, driven by surging AI
giovedì 13 agosto 2026·scmp.com
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.

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

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

Timeline cronologica

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

China’s SMIC plans expansion as AI-related chip demand beats forecasts

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

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

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

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

China’s SMIC plans expansion as AI-related chip demand beats forecasts