Map / Chip factories and packaging
SMIC 0981
China's leading foundry; makes Huawei's Ascend chips; ran at 93.7% utilization in Q2 2026.
Chokepoints it holds
Depends on
- ASML: Older DUV lithography. China was 14% of Q2 shipments and about 20% of sales. Investing.com, 2026-07-15
Supplies
- Huawei (Ascend): Ascend 950 chips. SMIC's N+3 process makes the Ascend 950 dies; Huawei plans about 1.5M AI chips in 2026. Traders Agency, 2026-09-17
Data as of 2026-10-01. Cite as: Ye, Mike. "SMIC" (smic). AI Lattice, dataset v0.1.0. https://ailattice.ai/e/smic/. How to cite.