SMIC Eyes Factory Expansion as Mature-Node Chip Demand Surges
Co-CEO Zhao Haijun says future wafer starts are far exceeding previous expectations due to surging demand for AI-supporting chips.
L'essentiel
Semiconductor Manufacturing International Corporation is planning to add equipment to its factories after surging demand for mature-node chips used alongside AI processors exceeded expectations.
Résumé généré par IA
Pourquoi c'est important
SMIC is actively looking at adding equipment in its factories after demand for mature-node chips used alongside AI processors surged beyond expectations.
Semiconductor Manufacturing International Corporation (SMIC) is actively looking at adding equipment in its factories after demand for mature-node chips used alongside AI processors surged beyond expectations, according to company management.
“Future wafer starts are far exceeding our previous expectations,” co-CEO Zhao Haijun said during an earnings call, referring to the volume of new chip batches entering the production line.
Zhao said SMIC was adjusting its expansion plans and may install additional equipment at existing sites where space was available, with further details to be disclosed in upcoming announcements or briefings.
Demand was particularly strong for supporting chips in AI servers and data centres – including logic chips, power-management products and optical module components. Orders for BCD (bipolar-CMOS-DMOS) power-management products were visible through the end of 2027, Zhao added.
À surveiller
Perspective IA — des possibilités, pas des certitudes
SMIC will disclose further expansion details in upcoming announcements.
Probable · En quelques semaines
Questions ouvertes
- What specific equipment will SMIC install?
- How much will the expansion cost?
