JPMorgan Upgrades SMIC to Neutral, Anticipates Revenue Growth
JPMorgan has upgraded SMIC to Neutral, raising its price target to HKD67 based on strong revenue guidance and selective price hikes, though consumer demand may weaken later this year.
This week in ai geopolitics
SMIC Elevates 2026 Outlook Amid Strong Demand for AI Infrastructure
SMIC expresses an optimistic outlook for 2026, fueled by stable demand in AI infrastructure and a strong order…
Sovereign AI: A Pathway to Enhanced Security for Government Agencies
Chris Thomas of Dell Technologies emphasizes the importance of sovereign AI in enhancing government security and collaborative efforts…
EU AI Act Discussions Accelerate Ahead of Finalization
Ongoing negotiations on the EU AI Act Omnibus law signal tighter regulations for high-risk AI systems, with key…
SMIC Reports Steady Growth and Promising Outlook Amid Semiconductor Demand
SMIC's Q1 results show a solid revenue increase, with guidance for Q2 indicating further growth, reflecting ongoing demand…
The archive
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SMIC Reports Steady Growth Amid Semiconductor Industry Trends
GPUBeat Desk · 2 min
SMIC Reports Strong Q1 Results Amid Shifting AI-Driven Demand
GPUBeat Desk · 2 min
SMIC Sees Significant Bullish Block Trade Amid Market Fluctuations
GPUBeat Desk · 1 min
SMIC Reports Steady First Quarter, Positive Outlook for Q2 2026
GPUBeat Desk · 1 min
SMIC Sees Major Block Trade with 98K Shares at HK$66.05
GPUBeat Desk · 1 min
Goldman Sachs Upgrades SMIC Target Amid AI Demand Surge
GPUBeat Desk · 2 min
TGI Solar Power Group Expands into Sovereign AI with AXINOD Strategy
GPUBeat Desk · 2 min
Goldman Sachs Boosts SMIC Price Target Amid AI Demand Surge
GPUBeat Desk · 2 min
SMIC Sees Strong Q2 Guidance Amid Surge in AI Demand
GPUBeat Desk · 2 min
SMIC’s Strong Q1 Performance Fuels BOCI’s Price Target Increase
GPUBeat Desk · 2 min