company
China's largest contract chip foundry, reporting $3.01 billion in second-quarter revenue, 93.7% utilisation and about 1.1 million 8-inch-equivalent wafers of monthly capacity.
No evidence-backed relationships are recorded.
Export controls walled off China's AI demand from TSMC and Samsung. SMIC, the only domestic route to 7nm-class logic, is now repricing the captive pool it inherited.
Reality
TrendForce now expects domestic silicon to take about 90% of China's AI accelerator market in 2026, up from 45%. The arithmetic says the constraint is fab and packaging output, not Washington.
Reality
China's largest foundry says orders for BCD power-management parts are already visible through the end of 2027. Plan your mature-node lead times accordingly.
Reality
The foundry says AI demand let it raise prices on its most sought-after capacity while running at 93.7% utilization. Average wafer selling price rose 5.7% in the quarter.
Reality
China's largest foundry is weighing extra equipment and hinting at another wafer price rise. The tight part is not AI logic but BCD power-management silicon.
Reality