SMIC Sees Tight AI Chip Supply
SMIC reports strong demand for artificial intelligence hardware and expects supply chains to remain tight through 2027. The chipmaker anticipates higher revenues and rising depreciation expenses.
Semiconductor Manufacturing International Corp expects AI chip supply chains to remain constrained through 2027 as global demand from data centres outpaces production. The forecast comes amid broader industry questions over whether soaring valuations in artificial intelligence stocks reflect a speculative bubble. Strong computing demand in China and international markets highlights persistent hardware shortages for developers.
