# Smic

> Markdown twin of https://roboterminal.app/companies/smic · https://roboterminal.app/companies/smic.md

## On shared sources

- [Alibaba](https://roboterminal.app/companies/alibaba) (2)
- [Samsung](https://roboterminal.app/companies/samsung) (2)
- [Tencent](https://roboterminal.app/companies/tencent) (2)
- [TSMC](https://roboterminal.app/companies/tsmc) (2)
- [ASE](https://roboterminal.app/companies/ase) (1)
- [Baidu](https://roboterminal.app/companies/baidu) (1)
- [CXMT](https://roboterminal.app/companies/cxmt) (1)
- [DeepSeek](https://roboterminal.app/companies/deepseek) (1)
- [Huawei](https://roboterminal.app/companies/huawei) (1)
- [Innolight](https://roboterminal.app/companies/innolight) (1)
- [J.P. Morgan](https://roboterminal.app/companies/j.p.-morgan) (1)
- [Lenovo](https://roboterminal.app/companies/lenovo) (1)
- [MiniMax](https://roboterminal.app/companies/minimax) (1)
- [Nanya](https://roboterminal.app/companies/nanya) (1)
- [NVIDIA](https://roboterminal.app/companies/nvidia) (1)
- [SK Hynix](https://roboterminal.app/companies/sk-hynix) (1)
- [UMC](https://roboterminal.app/companies/umc) (1)
- [Zhipu](https://roboterminal.app/companies/zhipu) (1)

## Pulse

- [@MilkRoadAI on X](https://x.com/MilkRoadAI/status/2113141805583921355)
  China's AI stocks are getting HIT in Hong Kong today. The Hang Seng Tech Index fell about 4% to around 3,834, while the Hang Seng Index dropped almost 3%. According to Chinese media, AI model makers M…
- [@pstAsiatech on X](https://x.com/pstAsiatech/status/2112972706975011307)
  This.... https://t.co/LIhjmesDvo
- [@MilkRoadAI on X](https://x.com/MilkRoadAI/status/2107846575552888892)
  China is about to unleash a 60x AI demand shock and it could create an entirely new group of stock market winners. JP Morgan expects China’s inference-token consumption to grow roughly 60-fold between…
- [@tphuang on X](https://x.com/tphuang/status/2099271082402304012)
  Kirin 9050 is a huge upgrade over 9030 Pro in GPU (2.2 TFLOPS vs 1.4 TFLOPS) See this in various gaming performance: Genshin Impact & 2 other games Mate XT2 vs XT vs Samsung Galaxy Z Trifold XT2 had t…
- [@tphuang on X](https://x.com/tphuang/status/2097628451033301279)
  Top 10 fabs globally according to TrendForce. Looks like SMIC is really catching up to Samsung now, which indicates its making more of that AI chip $. Overall, it's still below the 5.6% share that it …

---

Source: Roboterminal · https://roboterminal.app/companies/smic.md