
SMIC Reports Steady First Quarter, Positive Outlook for Q2 2026
SMIC's first-quarter results meet expectations with a revenue increase of 11% YoY, while second-quarter guidance indicates further growth. The company remains optimistic about its performance through 2026.
This week in ai geopolitics
SMIC Sees Major Block Trade with 98K Shares at HK$66.05
A notable block trade of 98,000 shares of SMIC occurred at HK$66.05, totaling HK$6.473 million, highlighting market interest…
Goldman Sachs Upgrades SMIC Target Amid AI Demand Surge
Goldman Sachs raises SMIC's target price to HKD135, driven by AI trends and ongoing capacity expansion, with a…
TGI Solar Power Group Expands into Sovereign AI with AXINOD Strategy
TGI Solar Power Group will likely capture a share of the $29.3 billion modular data center market with…
Goldman Sachs Boosts SMIC Price Target Amid AI Demand Surge
Goldman Sachs raises its price target for SMIC to HKD 135, driven by strong AI demand and key…
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SMIC Sees Strong Q2 Guidance Amid Surge in AI Demand
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SMIC’s Strong Q1 Performance Fuels BOCI’s Price Target Increase
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Sovereign AI Becomes Key Investment Focus for APAC Governments
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Sovereign AI’s Role in Military Ethics: A Constitutional Perspective
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Sovereign AI: A New Governance Imperative for CIOs
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India’s First 300-mm Semiconductor Fab Gains Momentum with ASML-Tata Deal
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Eros Innovation Advocates for Asia’s Sovereign AI Vision at Cannes Next
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EU AI Act Expands Transparency Obligations for AI Systems
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Bank of America Defends TSMC Amid Market Concerns
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