As geopolitical tensions and trade restrictions loom, the semiconductor industry finds itself at a critical juncture. Recent shifts in US-China relations have given rise to increased speculation regarding the potential easing of restrictions on chip exports to China, prompting a significant uptick in chip stocks. The semiconductor sector has been a focal point of international […]
Chip Oversupply Forces China SMIC to Rethink Growth Plans
In the world of semiconductors, few companies hold as much significance as Semiconductor Manufacturing International Corp (SMIC), China’s largest chipmaker. Recently, SMIC has signaled a shift in its growth strategy, influenced heavily by ongoing challenges in the global chip market. A prolonged oversupply of mature-node chips, coupled with changing market dynamics, has compelled this industry […]