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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

2026-05-30·SMIC·competitive position signal
not priced inlowdown

Multiple Manifold prediction markets as of 2026-05-30 indicate sustained low confidence in SMIC's ability to match...

Multiple Manifold prediction markets as of 2026-05-30 indicate sustained low confidence in SMIC's ability to match TSMC's manufacturing technology.

spilloverTSM
window 60devidence 50981.HK $81.60 / 45d n/a
2026-05-29·SMIC·competitive position signal
not priced inlowdown

Multiple prediction market questions on Manifold source assess the probability that China's SMIC will outcompete TSMC...

Multiple prediction market questions on Manifold source assess the probability that China's SMIC will outcompete TSMC in semiconductor manufacturing by various deadlines.

spilloverTSM
window 45devidence 30981.HK $81.60 / 45d n/a
2026-05-28·SMIC·competitive position sentiment
not priced inlowdown

Two prediction market questions on Manifold Markets assess SMIC's ability to manufacture semiconductors that outcompete...

Two prediction market questions on Manifold Markets assess SMIC's ability to manufacture semiconductors that outcompete TSMC by various deadlines.

spilloverTSM
window 90devidence 30981.HK $81.60 / 45d n/a
2026-05-28·SMIC·competitive position signal
not priced inlowdown

Multiple Manifold Markets prediction questions assess the probability that China's SMIC will manufacture semiconductors...

Multiple Manifold Markets prediction questions assess the probability that China's SMIC will manufacture semiconductors that outcompete Taiwan's TSMC by various end years.

window 30devidence 30981.HK $81.60 / 45d n/a
2026-05-28·SMIC·design win
not priced inlowup

On May 27, 2026, Tom's Hardware reported that China has added nine homegrown AI chips to its 'secure and reliable'...

On May 27, 2026, Tom's Hardware reported that China has added nine homegrown AI chips to its 'secure and reliable' government procurement list for the first time, signaling a continued move away from Nvidia chips (source).

spilloverNVDA
window 45devidence 350981.HK $81.60 / 45d n/a
2026-05-26·SMIC·design win
not priced inmedup

On May 25-26, 2026, multiple reports emerged that Huawei has achieved a chip design breakthrough, likely leveraging...

On May 25-26, 2026, multiple reports emerged that Huawei has achieved a chip design breakthrough, likely leveraging SMIC's manufacturing capabilities to circumvent US sanctions.

spilloverTSMNVDAAMDAAPL
window 60devidence 350981.HK $81.60 / 45d n/a
2026-05-25·SMIC·competition gap signal
not priced inlowdown

Three prediction market questions on Manifold Markets assess the probability of China's SMIC outcompeting Taiwan's TSMC...

Three prediction market questions on Manifold Markets assess the probability of China's SMIC outcompeting Taiwan's TSMC in semiconductor manufacturing by various deadlines.

spilloverTSM
window 30devidence 30981.HK $81.60 / 45d n/a
2026-05-23·SMIC·competitive outlook signal
not priced inlowdown

A prediction market on Manifold Markets as of 2026-05-23 shows low probabilities that China's SMIC will manufacture...

A prediction market on Manifold Markets as of 2026-05-23 shows low probabilities that China's SMIC will manufacture semiconductors competitive with TSMC: 4.61% by end of 2024, 15.39% by 2028, and 18.80% by 2033 (source 1, source 2, source 3).

spilloverTSM
window 60devidence 30981.HK $81.60 / 45d n/a
2026-05-23·SMIC·competitive position sentiment
not priced inlowdown

Prediction market Manifold shows consensus probabilities for SMIC outcompeting TSMC are low: 4.61% by end of 2024,...

Prediction market Manifold shows consensus probabilities for SMIC outcompeting TSMC are low: 4.61% by end of 2024, 15.39% by 2028, and 18.80% by 2033 (source 1, source 2, source 3).

spilloverTSM
window 60devidence 30981.HK $81.60 / 45d n/a
2026-05-22·SMIC·m and a
not priced inmedup

On May 22, 2026, the South China Morning Post reported that China's Semiconductor Manufacturing International...

On May 22, 2026, the South China Morning Post reported that China's Semiconductor Manufacturing International Corporation (SMIC) has cleared the final regulatory hurdle for its US$6 billion acquisition of SMNC (Source: SCMP).

spilloverTSM
window 45devidence 430981.HK $81.60 / 45d n/a
2026-03-10·SMIC·foundry capacity announcement
not priced inmedup

Recent reports indicate a significant move by China's semiconductor industry, including SMIC, to develop a domestic...

Recent reports indicate a significant move by China's semiconductor industry, including SMIC, to develop a domestic alternative to ASML's lithography technology, a critical component in advanced chip manufacturing.

spilloverTSM
window 30devidence 750981.HK $81.60 / 45d n/a