‘Panic’ over capacity crunch in mature node chips drives orders to Chinese foundries

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Source: South China Morning Post
Published: 2026-05-15 19:32 UTC+10:00
Section: General
Factuality Score: 100
Opinion Category: Neutral
Topics: Asia, Technology & AI, China, World News, Asia Pacific, Technology
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Snippet:
AI demand shifts chip production to China, boosting SMIC’s capacity and revenue as global foundries focus on high-margin AI chips
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