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0981 HKEX

SMIC

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Description

0981 · HKEX
Headquarters
CN

Structure of SMIC

SMIC

Company

5 connections
ConstraintsRegulation and exposure
OwnProducts and technology
DownstreamCustomers
Relationship began2026
SMICCompany · 5 connections
Layer 1

DownstreamCustomers2

OwnProducts and technology2

ConstraintsRegulation and exposure1

Relations

Arrows show the direction of the relationship. Filter to focus on a business area.

  • SMICproduces →Ascend die
    Product · Ascend dieEvidence 1
    Fact75%
    View evidence
    • InstitutionSemiAnalysis2025-09-08 17:54
      SMIC will be able to produce several million Ascend die at lower allocation amounts than they would otherwise
      View source
  • SMICinventory exposure →semiconductor tooling
    Component · semiconductor toolingEvidence 1
    Fact75%
    View evidence
    • InstitutionSemiAnalysis2025-09-08 17:54
      Another part of SMIC’s expansion strategy is stockpiling considerable amounts of semiconductor tooling.
      View source
  • SMICproduces →AI chips
    Component · AI chipsEvidence 1
    Fact75%
    View evidence
    • InstitutionSemiAnalysis2025-09-08 17:54
      Huawei and SMIC can ramp up AI production without having to worry about serving all the nation’s demand for mobile chips due to other companies’ access to TSMC.
      View source
  • SMICregulated by →U.S. equipment export controls
    Policy · U.S. equipment export controlsEvidence 1
    Fact75%
    View evidence
    • InstitutionSemiAnalysis2025-09-08 17:54
      the U.S. routinely exempts Japanese and Dutch companies from its equipment export controls
      View source
  • Huaweidepends on →SMIC
    Company · HuaweiEvidence 2
    Fact75%
    View evidence
    • InstitutionSemiAnalysis2025-09-08 17:54
      collaborating with SMIC on process technology, so production could ramp higher for advanced process technologies
      View source
    • InstitutionSemiAnalysis2025-09-08 17:54
      Huawei and SMIC can ramp up AI production without having to worry about serving all the nation’s demand for mobile chips due to other companies’ access to TSMC.
      View source
  • SMICsupplies →Huawei Ascend die
    Component · Huawei Ascend dieEvidence 1
    Fact75%
    View evidence
    • InstitutionSemiAnalysis2025-09-08 17:54
      SMIC can produce the die needed to match the HBM.
      View source

Showing 1 to 6 of 6

Claims

Read the assertion alongside its sources. Expand a row to inspect the evidence.

FactEvidence 1
suppliesHuawei Ascend die

SMIC can produce the die needed to match the HBM.

SemiAnalysis · 2025-09-08 17:54

View evidence
  • InstitutionSemiAnalysis2025-09-08 17:54
    SMIC can produce the die needed to match the HBM.
    View source
FactEvidence 1
producesAI chips

Huawei and SMIC can ramp up AI production without having to worry about serving all the nation’s demand for mobile chips due to other companies’ access to TSMC.

SemiAnalysis · 2025-09-08 17:54

View evidence
  • InstitutionSemiAnalysis2025-09-08 17:54
    Huawei and SMIC can ramp up AI production without having to worry about serving all the nation’s demand for mobile chips due to other companies’ access to TSMC.
    View source
FactEvidence 2
depends onHuawei

collaborating with SMIC on process technology, so production could ramp higher for advanced process technologies

SemiAnalysis · 2025-09-08 17:54

View evidence
  • InstitutionSemiAnalysis2025-09-08 17:54
    collaborating with SMIC on process technology, so production could ramp higher for advanced process technologies
    View source
  • InstitutionSemiAnalysis2025-09-08 17:54
    Huawei and SMIC can ramp up AI production without having to worry about serving all the nation’s demand for mobile chips due to other companies’ access to TSMC.
    View source
FactEvidence 1
inventory exposuresemiconductor tooling

Another part of SMIC’s expansion strategy is stockpiling considerable amounts of semiconductor tooling.

SemiAnalysis · 2025-09-08 17:54

View evidence
  • InstitutionSemiAnalysis2025-09-08 17:54
    Another part of SMIC’s expansion strategy is stockpiling considerable amounts of semiconductor tooling.
    View source
FactEvidence 1
regulated byU.S. equipment export controls

the U.S. routinely exempts Japanese and Dutch companies from its equipment export controls

SemiAnalysis · 2025-09-08 17:54

View evidence
  • InstitutionSemiAnalysis2025-09-08 17:54
    the U.S. routinely exempts Japanese and Dutch companies from its equipment export controls
    View source
FactEvidence 1
allocation needed to produce more than a million diesingle digit percentages

SMIC only needs small amounts, as low as single digit percentages, of allocation to produce more than a million die as soon as early next year

SemiAnalysis · 2025-09-08 17:54

View evidence
  • InstitutionSemiAnalysis2025-09-08 17:54
    SMIC only needs small amounts, as low as single digit percentages, of allocation to produce more than a million die as soon as early next year
    View source

Showing 1 to 6 of 8

Market and valuation

Valuation data is available on Pro and Research.

Included in Pro

Not available: Company signals · Financials · Filings · Guidance