Beta
FoundryReading · ~3 min · 42 words deep

SMIC

Semiconductor Manufacturing International Corporation is a China chip foundry · $7.8B revenue · 19,000 employees.

SMIC on /foundries
TL;DR

Semiconductor Manufacturing International Corporation is a China chip foundry · $7.8B revenue · 19,000 employees.

Level 1

Semiconductor Manufacturing International Corporation (founded 2000) is a semiconductor foundry headquartered in China. Led by Haijun Zhao. Leading nodes: advanced processes.

Level 2

Semiconductor Manufacturing International Corporation operates from China with approximately 19,000 employees and $7.8B in annual revenue. Founded in 2000. Leading process nodes: multiple advanced nodes. BenchGecko tracks SMIC on the /foundries page with capacity, node portfolio, client mix, and geography data.

Level 3

Semiconductor Manufacturing International Corporation · revenue $7.8B, employees 19,000, HQ China. Process leadership: . Foundry economics turn on yield, utilization rate, and node leadership timing. AI-accelerator demand has restructured client mix toward a small number of large customers (NVIDIA, AMD, Google, Amazon), which concentrates revenue but also exposes to buyer concentration risk. Capex cycles for leading-edge nodes ($30B+ per fab for N2 generation) set the multi-year competitive landscape.

The takeaway for you
If you are a
Researcher
  • ·SMIC: advanced nodes
  • ·HQ China · $7.8B revenue · 19,000 employees
  • ·Founded 2000 · tracked on /foundries/smic
If you are a
Builder
  • ·SMIC fabricates the chips your AI provider rents you
  • ·Node advances from SMIC show up in the next GPU generation's spec sheet
  • ·Cross-reference /foundries/smic with /hardware to see chip-to-foundry mapping
If you are a
Investor
  • ·SMIC revenue $7.8B
  • ·Capex cycles for leading-edge nodes shape competitive position for 3-5 years
  • ·AI-accelerator demand drives margin · HBM + advanced packaging are the new bottlenecks
If you are a
Curious · Normie
  • ·SMIC physically makes the chips that run AI
  • ·Located in China
  • ·Without foundries, there is no AI hardware · they're the factory layer
Gecko's take

SMIC is one of fewer than 10 foundries that matter in AI. Their node timeline IS the AI hardware timeline.

Semiconductor Manufacturing International Corporation is a publicly traded company, currently led by Haijun Zhao.