SMIC (0981.HK) — market event timeline
NashNova tracks 37 market events mentioning SMIC (0981.HK) between 2026-04-24 and 2026-07-07, each with a dated one-line analysis of how the event relates to the asset.
- Zhipu AI Considers Developing Custom Chips as GLM-5.2 Usage Surges 27x
Zhipu's custom chips would be manufactured at Chinese foundries; SMIC, as the largest domestic foundry, is the most likely manufacturer.
- Dutch Trade Minister Leads Delegation to China with ASML in Tow
A core customer of ASML lithography systems; any easing of export controls would directly improve its access to advanced process equipment.
- UMC's H1 Revenue Hits Second-Highest Record, Selective Price Hikes Planned for H2
Global mature-node foundry peer. If UMC's price hikes materialize, SMIC's pricing power and order volumes could benefit in tandem.
- Biren Technology Raises Nearly $900 Million via Hong Kong Share Placement, Accelerating GPU Mass Production
Domestic GPU production expansion relies on local foundry services; Biren's accelerated mass production could boost SMIC's advanced process node orders.
- Huawei Ascend AI Chips Set to Enter South Korean Market in Q4
The overseas expansion of Ascend chips validates China's self-developed semiconductor supply chain's ability to go global, with SMIC serving as a core foundry partner.
- Hang Seng Index Opens 0.83% Higher; Semiconductor Sector Plunges
A leading Hong Kong-listed semiconductor stock, falling over 5% amid the sector's sharp selloff, making it a direct target of the current wave of selling pressure.
- China's Electronic Information Manufacturing Revenue Hits 7.52 Trillion Yuan in Jan-May, Profits Double
IC output reached 228.6 billion units, up 25.4% YoY. SMIC, as China's largest wafer foundry, directly benefits from capacity expansion.
- SiEn Integrated Files for Hong Kong IPO Seeking Up to HK$6.98 Billion, Listing on July 10
Leading domestic wafer foundry; SiEn Integrated's Hong Kong pricing will serve as a valuation benchmark for peers.
- China Says It Can Withstand a China-EU Trade 'Freeze' as Wang Wentao Heads to Brussels for Negotiations
Whether ASML export controls are eased directly determines SMIC's ability to acquire advanced process equipment.
- Baidu's AI Chip Subsidiary Kunlun Chip Files for Hong Kong IPO, Targeting $50 Billion Valuation While Requiring Investors to Purchase Chips Alongside Shares
Kunlun Chip is seeking to shift foundry production to SMIC to obtain government certification; if realized, this would bring incremental AI chip foundry orders.
- Dutch Trade Minister Heads to Washington to Oppose MATCH Act as ASML Interests Face Threat
As China's largest wafer foundry, a DUV lithography machine ban would directly constrain its mature-node capacity expansion.
- Netherlands Lobbies U.S. to Ease ASML Export Controls, Opposes MATCH Act
China's largest foundry, reliant on ASML DUV equipment; expanded controls would directly constrain its advanced-node capacity expansion.
- Nvidia's Banned AI Chips Double in Price on China's Black Market
Key foundry partner for Huawei's Ascend chips; domestic substitution demand is accelerating as Nvidia black-market supply tightens.
- Morgan Stanley Bullish on AI Semiconductors, Market Size Could Reach $1.5 Trillion by 2030
Rated Overweight by Morgan Stanley. Rising China AI chip self-sufficiency drives growing demand for domestic foundry services.
- Alibaba's T-Head Increases Registered Capital to 1 Billion Yuan, Betting on Full-Stack AI Chip Strategy
SMIC is China's leading foundry. T-Head's chip mass production relies on domestic foundry capacity, making SMIC a direct upstream player.
- Morgan Stanley Raises China AI Chip Market Forecast to $91 Billion, Lifts Cambricon Target Price to 1,528 Yuan
Core foundry partner for Cambricon, providing supply chain support for mass shipments of MLU580/690. Advanced process node capacity is a key industry differentiator.
- YMTC Holdings Sells XMC Stake as Optics Valley State Capital Takes Over Wuhan Chip Assets
As YMTC advances its A-share IPO, both companies are leading domestic chip players. Their valuation frameworks in memory and foundry segments may serve as benchmarks and potentially divert capital flows.
- ChiNext Rises 1% to Hit Record High; Zhipu Surges 30% in Hong Kong with Market Cap Exceeding HK$1 Trillion
Leading Hong Kong semiconductor stock rose over 3% against the trend, driven by broad-based strength in A-share semiconductors and resonance from the memory chip rally.
- Xingzheng Strategy: A-Share K-Shaped Divergence Hits Extreme Not Seen Since 2009; Earnings Momentum Remains the Core Pricing Driver
Semiconductors are one of the three key earnings consensus themes in AI computing hardware highlighted in the report. SMIC is the most representative wafer foundry stock listed in Hong Kong.
- CITIC Securities: Domestic Large Models Enter Top Tier Across the Board; Focus on Computing Power and Cloud Industry in H2
Domestic AI chip demand is surging sharply; as China's leading advanced-process foundry, computing power expansion translates into wafer fabrication orders.
- Morgan Stanley: K-Shaped Recovery and AI 2.0 Form the Main Themes for China's Economy Over the Next Five Years
A key contract manufacturing node in the AI data center and semiconductor equipment export chain, directly benefiting from the global capex cycle.
- ASML Denies EUV Lithography Machines Reached China; U.S. Officials Claim Evidence but Refuse to Disclose
China's largest wafer foundry; an escalation in the EUV control dispute could further restrict its access to advanced equipment.
- ByteDance Turns to Domestic Chips as Second-Tier Makers Compete for AI Cloud Infrastructure Orders
Second-tier chipmakers like Biren and Moore Threads rely on domestic foundries for mass production, with SMIC serving as the core manufacturing link.
- Kirin 9030 Teardown: SMIC N+3 Metal Pitch Beats Intel 18A, but Transistor Density Still Lags by 38%
Directly implicated: The N+3 process teardown reveals density and cost ceilings, affecting market pricing of its advanced node commercialization prospects.
- China's A-Share Three Major Indices Open Lower Collectively, Non-Ferrous Metals Sector Leads Decline
Semiconductors are among the tech segments seeing concentrated capital inflows; as China's leading foundry, SMIC is affected by the tug-of-war between trade crowdedness and sector momentum.
- Enflame Technology Passes STAR Market IPO Review: All Four Chinese GPU Dragons Now Listed on A/H Shares
As domestic GPU design companies collectively go public, demand for production capacity increases, making SMIC a core foundry supplier as the largest wafer fabrication plant in mainland China.
- China A-Share Market Close: All Three Major Indices End Lower as Industrial Gases Surge
Industrial gases are upstream materials for semiconductors. Capital is shifting toward semiconductor material certainty, with SMIC being a core downstream wafer foundry.
- Tencent Issues ~$4.6 Billion Dual-Currency Bonds, Dim Sum Bond Sets Record as Largest by a Chinese Company
Tencent's shift toward domestic AI chip procurement in H2 positions SMIC, as the leading domestic chip foundry, as a key supply chain beneficiary.
- CITIC Securities: Three Key Themes for Hong Kong Stocks During the Earnings Vacuum Period
The report highlights earnings materialization in the AI supply chain and mature-node semiconductors. SMIC, as Hong Kong's leading mature-node chipmaker, directly corresponds to the computing power spillover theme.
- China Market Pre-Open Preview
The return to positive growth in chip equipment imports reflects recovering fab expansion demand, with SMIC being the largest domestic wafer foundry as a direct beneficiary.
- China Plans to Spend 2 Trillion Yuan on Data Center Network Within Five Years
As the largest domestic foundry, the 80% localization rate requirement will channel demand for homegrown AI chip manufacturing toward SMIC.
- Nexchip Passes HKEX Hearing, Set to Become Another A+H Listed Semiconductor Company
As a fellow mainland wafer foundry listed in Hong Kong, Nexchip's Hong Kong IPO will trigger valuation benchmarking and capital reallocation within the mature-node foundry sector.
- HK Semiconductor Stocks Decline at Open: Montage Technology Falls Over 4%
Heavyweight leader in HK semiconductor stocks; dropped nearly 1% amid broad sector pullback, directly affected by sentiment contagion.
- China Chip Stocks Surge Over $900 Billion in Market Cap as IPO Wave and Huawei Breakthroughs Inject New Momentum
If Huawei's Tau architecture materializes, SMIC—as China's largest wafer foundry—stands to directly capture advanced-node mass production demand.
- China's Semiconductor and Robotics Sectors See Surging Profits in First Four Months; Primary Market Fundraising Heats Up
Foundry capacity utilization is approaching full load or setting new highs. Advanced packaging products such as HBM and CoWoS are seeing customers proactively locking in capacity and making prepayments. As China's largest logic chip foundry, the company directly benefits from the order-driven capacity expansion chain.
- SMIC's Short Selling Scale Hits Historical Peak
The core target of this article, with a single-day short selling amount of 3.531 billion HKD.
- ByteDance's GPU Purchase Budget Rises to 250 Billion Yuan
In the advanced process capacity scheduling of N+1/N+2, the first and second priority orders from Huawei and Cambricon directly lock up their capacity utilization rate, and the supply-demand gap will drive the utilization rate to remain at full capacity.
For research and information only — not investment advice.