← entities
0981.HKCNfoundrypublic

Semiconductor Manufacturing Intl Corp

spillover graph 2

ASMLTSMSMIC
supplier 1competitor 1

relationship list

  • TSMcompetitor0.50
  • ASMLsupplier0.30

market consensus 10prediction-market quotes (latest)

recent signals

2026-07-09·SMIC·capacity demand surge
partly pricedlowup

A commentary on Digitimes reports that 15 Chinese chipmakers are vying for SMIC's 7nm capacity, driven by China's AI...

A commentary on Digitimes reports that 15 Chinese chipmakers are vying for SMIC's 7nm capacity, driven by China's AI chip race (source: Digitimes).

spilloverTSM
window 30devidence 220981.HK $78.35 / 45d n/a
2026-07-07·SMIC·technology node shift
not priced inlowdown

Multiple Manifold prediction markets assign low probabilities to SMIC outcompeting TSMC by various deadlines: 4.61% by...

Multiple Manifold prediction markets assign low probabilities to SMIC outcompeting TSMC by various deadlines: 4.61% by end of 2024, 15.39% by 2028, 18.80% by 2033, and only 11% to achieve 3nm before 2026.

spilloverTSM
window 90devidence 40981.HK $78.35 / 45d n/a
2026-07-02·SMIC·competitive dynamics
not priced inlowdown

Multiple Manifold markets indicate low probability that SMIC will outcompete TSMC in semiconductor manufacturing.

Multiple Manifold markets indicate low probability that SMIC will outcompete TSMC in semiconductor manufacturing.

spilloverTSMNVDAAMD
window 30devidence 40981.HK $78.35 / 45d n/a
2026-06-28·SMIC·technology roadmap doubt
not priced inlowdown

Prediction markets on Manifold indicate low consensus probabilities for SMIC achieving key technological milestones.

Prediction markets on Manifold indicate low consensus probabilities for SMIC achieving key technological milestones.

spilloverTSM
window 90devidence 50981.HK $78.35 / 45d n/a
2026-06-28·SMIC·technology milestone miss
not priced inlowdown

Prediction markets on Manifold show very low probabilities for SMIC achieving key technology milestones.

Prediction markets on Manifold show very low probabilities for SMIC achieving key technology milestones.

spilloverNVDAAMDAAPL
window 15devidence 50981.HK $78.35 / 45d n/a
2026-06-28·SMIC·technology roadmap doubt
not priced inlowdown

Prediction market odds on Manifold indicate persistent skepticism about SMIC's ability to outcompete TSMC or achieve...

Prediction market odds on Manifold indicate persistent skepticism about SMIC's ability to outcompete TSMC or achieve advanced nodes.

spilloverTSM
window 90devidence 50981.HK $78.35 / 45d n/a
2026-06-27·SMIC·talent movement
not priced inlowdown

Prediction markets indicate a 55.85% probability that SMIC's key executive Liang Mong-Song will leave the company...

Prediction markets indicate a 55.85% probability that SMIC's key executive Liang Mong-Song will leave the company within five years (Source 5).

spilloverTSM
window 60devidence 50981.HK $78.35 / 45d n/a
2026-06-27·SMIC·talent movement
not priced inlowdown

Prediction markets on Manifold indicate significant risk for SMIC.

Prediction markets on Manifold indicate significant risk for SMIC.

spilloverTSM
window 60devidence 50981.HK $78.35 / 45d n/a
2026-06-27·SMIC·technological capability signal
not priced inlowdown

Multiple prediction market questions on Manifold Markets indicate low confidence in SMIC's ability to close the...

Multiple prediction market questions on Manifold Markets indicate low confidence in SMIC's ability to close the technology gap with TSMC.

spilloverTSM
window 60devidence 50981.HK $78.35 / 45d n/a
2026-06-27·SMIC·technology leadership change
not priced inlowdown

Multiple prediction market probabilities on Manifold (sourced 2026-06-27) indicate persistent low confidence in SMIC's...

Multiple prediction market probabilities on Manifold (sourced 2026-06-27) indicate persistent low confidence in SMIC's ability to outcompete TSMC in advanced nodes.

spilloverTSM
window 30devidence 50981.HK $78.35 / 45d n/a
2026-06-26·SMIC·competitive position signal
not priced inlowdown

Multiple Manifold Markets predictions indicate very low confidence in SMIC surpassing TSMC in semiconductor...

Multiple Manifold Markets predictions indicate very low confidence in SMIC surpassing TSMC in semiconductor manufacturing.

spilloverTSM
window 30devidence 50981.HK $78.35 / 45d n/a
2026-06-26·SMIC·technology gap widening
not priced inlowdown

Multiple Manifold Markets prediction polls indicate extremely low market-implied probabilities for SMIC's technological...

Multiple Manifold Markets prediction polls indicate extremely low market-implied probabilities for SMIC's technological competitiveness.

spilloverTSM
window 60devidence 50981.HK $78.35 / 45d n/a
2026-06-26·SMIC·competitive position signal
not priced inlowdown

Multiple prediction market odds on Manifold Markets suggest weak near-term competitive positioning for SMIC.

Multiple prediction market odds on Manifold Markets suggest weak near-term competitive positioning for SMIC.

spilloverTSM
window 30devidence 50981.HK $78.35 / 45d n/a
2026-06-26·SMIC·competitive position signal
not priced inlowdown

Prediction markets on Manifold show low confidence that SMIC will outcompete TSMC by 2024 (4.6%), 2028 (15.4%), or 2033...

Prediction markets on Manifold show low confidence that SMIC will outcompete TSMC by 2024 (4.6%), 2028 (15.4%), or 2033 (18.8%) source.

spilloverTSM
window 90devidence 50981.HK $78.35 / 45d n/a
2026-06-26·SMIC·competitive positioning signal
not priced inlowdown

Multiple prediction market questions on Manifold Markets indicate a consensus that SMIC is unlikely to surpass TSMC in...

Multiple prediction market questions on Manifold Markets indicate a consensus that SMIC is unlikely to surpass TSMC in manufacturing competitiveness or achieve 3nm node in the near term.

spilloverTSM
window 90devidence 50981.HK $78.35 / 45d n/a
2026-06-25·SMIC·technology stagnation signal
not priced inlowdown

Prediction market consensus on Manifold as of 2026-06-25 indicates only 11% chance SMIC achieves 3nm before 2026...

Prediction market consensus on Manifold as of 2026-06-25 indicates only 11% chance SMIC achieves 3nm before 2026 (source 1).

spilloverTSM
window 90devidence 50981.HK $78.35 / 45d n/a
2026-06-25·SMIC·competitive position signal
not priced inlowdown

Prediction markets on Manifold suggest low confidence in SMIC's ability to compete with TSMC in advanced nodes.

Prediction markets on Manifold suggest low confidence in SMIC's ability to compete with TSMC in advanced nodes.

spilloverTSM
window 60devidence 50981.HK $78.35 / 45d n/a
2026-06-24·SMIC·competitive parity sentiment
not priced inlowdown

Manifold Markets prediction markets reflect deep skepticism about SMIC's ability to outcompete TSMC.

Manifold Markets prediction markets reflect deep skepticism about SMIC's ability to outcompete TSMC.

spilloverTSMNVDA
window 90devidence 50981.HK $78.35 / 45d n/a
2026-06-24·SMIC·technology gap widening
not priced inlowdown

Multiple Manifold Markets prediction markets indicate extremely low probability that China's SMIC will outcompete TSMC...

Multiple Manifold Markets prediction markets indicate extremely low probability that China's SMIC will outcompete TSMC by 2024 (4.61% Source 1) or 2028 (15.39% Source 3).

spilloverTSM
window 60devidence 50981.HK $78.35 / 45d n/a
2026-06-24·SMIC·competitive position sentiment
not priced inlowdown

Multiple prediction market questions on Manifold Markets indicate low confidence in SMIC's ability to outcompete TSMC...

Multiple prediction market questions on Manifold Markets indicate low confidence in SMIC's ability to outcompete TSMC or achieve leading-edge nodes.

spilloverTSM
window 60devidence 50981.HK $78.35 / 45d n/a