‘Panic’ over capacity crunch in mature node chips drives orders to Chinese fabs
- Posted on May 15, 2026
- By South China Morning Post
- 1 Views
- 1 min read
‘Panic’ over capacity crunch in mature node chips drives orders to Chinese fabs
AI demand shifts chip production to China, boosting SMIC’s capacity and revenue as global foundries focus on high-margin AI chips.
