0981 HKEX

SMIC

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简介

0981 · HKEX

总部: CN

SMIC 的结构

SMIC

公司

5 个关联

约束监管与敞口

自有产品与技术

下游客户

关系出现时间2026待整理节点

SMIC公司 · 5 个关联

第 1 层

下游客户2

自有产品与技术2

约束监管与敞口1

关系

箭头表示关系方向，可按业务类别筛选。

SMIC产出 →Ascend die
产品 · Ascend die证据 1
事实75%
查看证据
- 研究机构SemiAnalysis2025-09-08 17:54
  SMIC will be able to produce several million Ascend die at lower allocation amounts than they would otherwise
  查看来源
SMIC库存敞口 →semiconductor tooling
部件 · semiconductor tooling证据 1
事实75%
查看证据
- 研究机构SemiAnalysis2025-09-08 17:54
  Another part of SMIC’s expansion strategy is stockpiling considerable amounts of semiconductor tooling.
  查看来源
SMIC产出 →AI chips
部件 · AI chips证据 1
事实75%
查看证据
- 研究机构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.
  查看来源
SMIC受监管于 →U.S. equipment export controls
政策 · U.S. equipment export controls证据 1
事实75%
查看证据
- 研究机构SemiAnalysis2025-09-08 17:54
  the U.S. routinely exempts Japanese and Dutch companies from its equipment export controls
  查看来源
Huawei依赖 →SMIC
公司 · Huawei证据 2
事实75%
查看证据
- 研究机构SemiAnalysis2025-09-08 17:54
  collaborating with SMIC on process technology, so production could ramp higher for advanced process technologies
  查看来源
- 研究机构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.
  查看来源
SMIC供应给 →Huawei Ascend die
部件 · Huawei Ascend die证据 1
事实75%
查看证据
- 研究机构SemiAnalysis2025-09-08 17:54
  SMIC can produce the die needed to match the HBM.
  查看来源

显示第 1 至 6 条，共 6 条

结论

结合来源阅读结论，展开条目查看证据。

事实证据 1

供应给Huawei Ascend die

SMIC can produce the die needed to match the HBM.

SemiAnalysis · 2025-09-08 17:54

查看证据

研究机构SemiAnalysis2025-09-08 17:54
SMIC can produce the die needed to match the HBM.
查看来源

事实证据 1

产出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

查看证据

研究机构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.
查看来源

事实证据 2

依赖Huawei

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

SemiAnalysis · 2025-09-08 17:54

查看证据

研究机构SemiAnalysis2025-09-08 17:54
collaborating with SMIC on process technology, so production could ramp higher for advanced process technologies
查看来源
研究机构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.
查看来源

事实证据 1

库存敞口semiconductor tooling

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

SemiAnalysis · 2025-09-08 17:54

查看证据

研究机构SemiAnalysis2025-09-08 17:54
Another part of SMIC’s expansion strategy is stockpiling considerable amounts of semiconductor tooling.
查看来源

事实证据 1

受监管于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

查看证据

研究机构SemiAnalysis2025-09-08 17:54
the U.S. routinely exempts Japanese and Dutch companies from its equipment export controls
查看来源

事实证据 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

查看证据

研究机构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
查看来源

显示第 1 至 6 条，共 8 条

市场与估值

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