SMIC catalysts
Catalysts and events linked to SMIC, newest first.
SMIC stock catalysts and risks
Latest published review: 2026-10-20
| Development | Transmission channel | Evidence | Condition to watch |
|---|---|---|---|
| China’s State Council and Communist Party leadership announce full rollout of AI Plus initiative 2026-10-10 · Up | Expanded domestic AI infrastructure raises demand for locally produced logic and computing chips | The policy emphasizes computing power, algorithms and data supply | Not recorded |
| China reports 35.1% growth in foreign investment into high-tech industries 2026-09-22 · Up | higher foreign investment in high-tech industries supports the semiconductor ecosystem and policy momentum | FDI into high-tech industries reached 200.26 billion yuan | Not recorded |
| China highlights integrated circuits as central to its 15th Five-Year Plan 2026-09-17 · Up | domestic chip self-sufficiency policy supports foundry demand and strategic investment | the plan places integrated circuits at the center of the 15th Five-Year Plan | Not recorded |
| Beijing sets new priorities for advanced industries in the 15th Five-Year Plan 2026-09-10 · Up | advanced-industrial policy can lift expectations for domestic chip demand and localization | the plan prioritizes next-generation electronic information and advanced technologies | Not recorded |
| China's factory activity expands in August as AI hardware demand offsets cost pressures 2026-09-01 · Up | AI hardware demand supports the China semiconductor supply chain | Reuters cited solid demand for chips and other AI-related products | Not recorded |
| China keeps rare earth export controls under review after expanding chip and technology restrictions 2026-09-01 · Watch | China export-control policy can affect input availability and cross-border chip supply chains, but the latest report does not specify a new sign for production or demand | coverage highlighted ongoing sensitivity around export controls and AI-chip supply chains | Not recorded |
| China expands data-centre buildout in Guizhou as AI ambitions deepen 2026-08-27 · Up | AI buildout increases demand for domestic chip manufacturing and related equipment | data centres are being expanded to boost competitiveness in the AI race | Not recorded |
| China expands data-centre buildout in Guizhou as AI ambitions deepen 2026-08-26 · Up | AI buildout increases demand for domestic chip manufacturing and related equipment | data centres are being expanded to boost competitiveness in the AI race | Not recorded |
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DateCardAvg 5d
- 2026-10-10China’s State Council and Communist Party leadership announce full rollout of AI Plus initiativeKWEB SMIC
- 2026-09-22China reports 35.1% growth in foreign investment into high-tech industriesCNY FXI SMIC-3.26%
- 2026-09-22China reports 35.1% growth in foreign investment into high-tech industriesCNY FXI SMIC-3.26%
- 2026-09-17China highlights integrated circuits as central to its 15th Five-Year PlanSMIC SOX
- 2026-09-10Beijing sets new priorities for advanced industries in the 15th Five-Year PlanCQQQ SMIC
- 2026-09-10Beijing sets new priorities for advanced industries in the 15th Five-Year PlanCQQQ SMIC
- 2026-09-01China's factory activity expands in August as AI hardware demand offsets cost pressuresCSI300 SMIC USD/CNH
- 2026-09-01China's factory activity expands in August as AI hardware demand offsets cost pressuresCSI300 SMIC USD/CNH
- 2026-09-01China keeps rare earth export controls under review after expanding chip and technology restrictionsREE SMIC
- 2026-08-27China expands data-centre buildout in Guizhou as AI ambitions deepen000001.SS CSI300 SMIC
- 2026-08-26China expands data-centre buildout in Guizhou as AI ambitions deepen000001.SS CSI300 SMIC
- 2026-08-18China reports steady January to July industrial output growth led by high-tech manufacturingCSI 300 SMIC USD/CNH
- 2026-08-17China reports steady January to July industrial output growth led by high-tech manufacturingCSI 300 SMIC USD/CNH
- 2026-08-17China reports steady January to July industrial output growth led by high-tech manufacturingCSI 300 SMIC USD/CNH
- 2026-08-13China's customs data show chip exports surged in the first half as semiconductor demand accelerated0981.HK CNY SMIC
- 2026-08-13China's customs data show chip exports surged in the first half as semiconductor demand accelerated0981.HK CNY SMIC
- 2026-08-01United States expands export-control pressure on China semiconductors and advanced computing supply chains603986.SS SMIC SOXX TSM+5.76%
- 2026-07-27Chinese chipmakers report outsized profit surge amid economic bifurcationPHLX_SOX SMIC STAR50
- 2026-07-21China considers tightening export controls on AI and semiconductor technologiesSMIC SOX TSM-7.61%
- 2026-07-20Institutional demand for CXMT’s US$8.6 billion Shanghai chip IPO hit by global semiconductor routSMIC SOX
- 2026-07-20CXMT’s $8.6 billion IPO sees more than 500x institutional oversubscription, underscoring demand for Chinese memory semisCSI_SEMICONDUCTOR_INDEX CXMT IPO SMIC
- 2026-07-19Changxin Technology set for China’s largest STAR Market DRAM IPOCSI SEMICONDUCTOR INDEX PHLX SEMICONDUCTOR INDEX SMIC
- 2026-07-18US expands semiconductor and AI chip export controls on China, hitting advanced packaging and HBM equipmentCNHUSD MSCI CHINA SMIC TSMC
- 2026-07-18Shanghai Composite falls about 3% as global semiconductor and AI stock selloff hits China000001.SS CSI300 SMIC
- 2026-07-17Xi Jinping vows to make AI accessible to all at top tech summit, reinforcing China’s AI industrial pushCSIAI SMIC STAR50
- 2026-07-14Chinese equities rally on AI hardware and semiconductor strength000001.SS CNHUSD SMIC
- 2026-07-12China tightens oversight on chip-related exports and technology transfers2330.TW SMIC SOX USD/CNH
- 2026-07-10Regional AI-led semiconductor rally lifted China-linked chip sentimentCSI 300 HANG SENG TECH INDEX SMIC USD/CNH
- 2026-07-09China memory chipmaker CXMT announces $4.3 billion IPO plan, adding to domestic semiconductor capital-market momentumCSI_SEMICONDUCTOR_INDEX CXMT_IPO SMIC
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