China: Chiphersteller SMIC knackt Umsatzmarke von drei Milliarden Dollar
Trotz US-Sanktionen wächst der Auftragsfertiger weiter. Der KI-Boom in China sorgt für Nachfrage im eigenen Land. Doch auch Milliardenförderungen der Regierung sorgen für Dynamik.
Shanghai's Semiconductor Manufacturing International Corporation (SMIC) achieved a historic milestone in the second quarter of 2026, reporting revenue surpassing three billion US dollars for the first time. The company's earnings rose to 3.01 billion dollars, marking a 20% increase from the first quarter and a 36% boost from the same period last year.
SMIC also reported improved profitability, with the gross margin rising from 20.1 to 25.3 percent, a 5.2 percentage point gain. The management attributed these positive results to the direct and spillover effects of the artificial intelligence (AI) boom, which has created a high demand for semiconductors. The Chinese government is actively promoting high-tech industries, particularly in electric drives, robotics, and AI, with plans to continue or even deepen this trend over the next five years according to the Five-Year Plan for 2026-2030.
However, SMIC did not disclose the breakdown of how much of the revenue came from AI-specific chips.
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