SMIC says AI chip supply chain will remain tight through 2027
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4 Articles
SMIC says AI chip supply chain will remain tight through 2027
By Che Pan and Eduardo Baptista BEIJING, Nov 13 (Reuters) - China's biggest contract chipmaker, Semiconductor Manufacturing International Corp (SMIC), said on Friday that the artificial intelligence industry was still in its early stages and demand ...
SMIC anticipates that the computing capacity for artificial intelligence and the chips that support it could continue to be limited until mid to the second half of 2028. The company warned about the pressure of the demand for AI infrastructure; in addition, it reported a year-on-year increase of 123.4% in its profits in the third quarter.
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SMIC says AI chip shortage lasts through 2027 as fabs hit 97% use
Capacity at SMIC's fabs ran at 97.3% in the third quarter, and orders for some BCD power-management chips are already visible through the end of 2027. Co-CEO Zhao Haijun says the squeeze now covers controllers and specialty memory too.
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