SMIC’s Rally Has Already Cashed the Guidance Check
The market’s story on SMIC fits on one line: AI demand is real, domestic substitution is accelerating, Q2 guidance pointed to 14-16% sequential revenu…
Hang Seng
The market’s story on SMIC fits on one line: AI demand is real, domestic substitution is accelerating, Q2 guidance pointed to 14-16% sequential revenu…