NuAxiSemiconductor trade intelligence

RT NEWS: Chipmaking equipment bottlenecks are hitting China, too! #SMIC is feeling the squeeze as surging demand and panic buying reportedly stretch e...

What happened

SMIC Co-CEO Zhao Haijun warned that surging demand and panic buying have reportedly stretched chipmaking equipment lead times to 16–24 months, disrupting expected deliveries. Per a TrendForce report headline, SMIC sees capacity tightness through 2027, possibly into 2H28.

Impact and signal

High impactImpact score: 78/100

Affected components and suppliers

chipmaking equipment

SMIC

SMICequipment lead timecapacity tightnesspanic buying

Source and time

Source: TrendForce Official (Market Data) · 11/12/2026 · View original source

Open the NuAxi live feed →

Real-time pricing, supply signals and AI analysis for semiconductor traders

[News] SMIC Sees Capacity Tightness Through 2027, Possibly into 2H28; Equipment Lead Times Stretch to 16–24 MonthsTrendForce · 11/12/2026
SK Hynix-backed Trinity Fab to test chipmaking tools in 2027DigiTimes Asia · 11/9/2026
[News] China’s A-Share Semiconductor Profit Jumps 607% YoY in 1H26; CXMT Tops Both Revenue and Profit RankingsTrendForce · 9/22/2026
SMIC posts record $3B quarter and hikes wafer prices — US sanctions hand Chinese foundry a captive AI marketTom's Hardware · 8/20/2026
[News] China’s No.3 Foundry Nexchip to Hike Prices 10% from June, Following SMIC, Hua HongTrendForce · 3/12/2026
Huawei braces for $12 billion in AI chip revenue driven by homegrown AI model demand — Chinese fabs can barely keep up as Nvidia's market share craters within the regionTom's Hardware · 5/5/2026

RT NEWS: Chipmaking equipment bottlenecks are hitting China, too! #SMIC is feeling the squeeze as surging demand and panic buying reportedly stretch e...

What happened

Impact and signal

Affected components and suppliers

Source and time

Related briefings