NuAxiSemiconductor trade intelligence

[News] SMIC Founder Says China May Seek Niche Chip Breakthroughs as 80% of Demand Lies Outside Advanced Nodes

What happened

SMIC founder Richard Chang notes that 80% of semiconductor demand lies outside advanced nodes, favoring niche markets. TrendForce reports customers in HV processes and CIS are migrating to Chinese foundries since H2 2025 due to Taiwanese capacity shifts and price hikes. Bullish for SMIC's mature node capacity and pricing as demand for 90nm+ wafers surges.

Impact and signal

High impactImpact score: 88/100

Affected components and suppliers

CISMature Node Wafers12-inch Wafers

SMICTrendForceTaiwanese Foundries

capacity-shiftdemand-surgemature-node

Source and time

Source: TrendForce · 5/10/2026 · View original source

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[News] SMIC Founder Says China May Seek Niche Chip Breakthroughs as 80% of Demand Lies Outside Advanced Nodes

What happened

Impact and signal

Affected components and suppliers

Source and time

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