0981 HKEX

SMIC

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概要

0981 · HKEX

本社: CN

SMIC の構造

SMIC

企業

下流顧客2

自社製品と技術2

制約規制とエクスポージャー1

関係

矢印は関係の方向を示します。分野で絞り込めます。

SMICを生み出す →Ascend die
製品 · Ascend die根拠 1
事実75%
証拠を見る
- 研究機関SemiAnalysis2025-09-08 17:54
  SMIC will be able to produce several million Ascend die at lower allocation amounts than they would otherwise
  出典を見る
SMIC在庫エクスポージャー →semiconductor tooling
部品 · semiconductor tooling根拠 1
事実75%
証拠を見る
- 研究機関SemiAnalysis2025-09-08 17:54
  Another part of SMIC’s expansion strategy is stockpiling considerable amounts of semiconductor tooling.
  出典を見る
SMICを生み出す →AI chips
部品 · AI chips根拠 1
事実75%
証拠を見る
- 研究機関SemiAnalysis2025-09-08 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.
  出典を見る
SMICの規制対象 →U.S. equipment export controls
政策 · U.S. equipment export controls根拠 1
事実75%
証拠を見る
- 研究機関SemiAnalysis2025-09-08 17:54
  the U.S. routinely exempts Japanese and Dutch companies from its equipment export controls
  出典を見る
Huaweiに依存 →SMIC
企業 · Huawei根拠 2
事実75%
証拠を見る
- 研究機関SemiAnalysis2025-09-08 17:54
  collaborating with SMIC on process technology, so production could ramp higher for advanced process technologies
  出典を見る
- 研究機関SemiAnalysis2025-09-08 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.
  出典を見る
SMICに供給 →Huawei Ascend die
部品 · Huawei Ascend die根拠 1
事実75%
証拠を見る
- 研究機関SemiAnalysis2025-09-08 17:54
  SMIC can produce the die needed to match the HBM.
  出典を見る

6 件中 1 から 6 件を表示

主張

出典とともに結論を確認し、項目を開いて証拠を読めます。

事実根拠 1

に供給Huawei Ascend die

SMIC can produce the die needed to match the HBM.

SemiAnalysis · 2025-09-08 17:54

証拠を見る

研究機関SemiAnalysis2025-09-08 17:54
SMIC can produce the die needed to match the HBM.
出典を見る

事実根拠 1

を生み出すAI 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

証拠を見る

研究機関SemiAnalysis2025-09-08 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.
出典を見る

事実根拠 2

に依存Huawei

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

SemiAnalysis · 2025-09-08 17:54

証拠を見る

研究機関SemiAnalysis2025-09-08 17:54
collaborating with SMIC on process technology, so production could ramp higher for advanced process technologies
出典を見る
研究機関SemiAnalysis2025-09-08 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.
出典を見る

事実根拠 1

在庫エクスポージャーsemiconductor tooling

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

SemiAnalysis · 2025-09-08 17:54

証拠を見る

研究機関SemiAnalysis2025-09-08 17:54
Another part of SMIC’s expansion strategy is stockpiling considerable amounts of semiconductor tooling.
出典を見る

事実根拠 1

の規制対象U.S. equipment export controls

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

SemiAnalysis · 2025-09-08 17:54

証拠を見る

研究機関SemiAnalysis2025-09-08 17:54
the U.S. routinely exempts Japanese and Dutch companies from its equipment export controls
出典を見る

事実根拠 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

証拠を見る

研究機関SemiAnalysis2025-09-08 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
出典を見る

8 件中 1 から 6 件を表示

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