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0981.HKCNfoundrypublic

Semiconductor Manufacturing Intl Corp

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spillover graph 2

ASMLTSMSMIC
supplier 1competitor 1

relationship list

  • TSMcompetitor0.50
  • ASMLsupplier0.30

market consensus 10prediction-market quotes (latest)

recent signals

2026-08-10·SMIC·foundry competitiveness
partly pricedmeddown

Three Manifold markets with different target dates all show low probability that China's SMIC will manufacture...

Three Manifold markets with different target dates all show low probability that China's SMIC will manufacture semiconductors that outcompete Taiwan's TSMC.

spilloverTSMNVDA
window 90devidence 30981.HK $67.55 / 45d n/a
2026-08-10·SMIC·foundry competitiveness gap
partly pricedlowdown

Three Manifold markets on China's SMIC versus Taiwan's TSMC show persistently low odds that SMIC can manufacture...

Three Manifold markets on China's SMIC versus Taiwan's TSMC show persistently low odds that SMIC can manufacture semiconductors that outcompete TSMC: 4.61% for 2024, 11.64% for 2028, and 15.37% for 2033.

spilloverTSMNVDAAMD
window 60devidence 30981.HK $67.55 / 45d n/a
2026-08-08·SMIC·foundry technology lag
partly pricedlowdown

Prediction markets consistently assign a low probability to SMIC outcompeting TSMC in semiconductor manufacturing.

Prediction markets consistently assign a low probability to SMIC outcompeting TSMC in semiconductor manufacturing.

spilloverTSM
window 90devidence 30981.HK $67.55 / 45d n/a
2026-08-06·SMIC·foundry competitive loss
partly pricedmeddown

Three Manifold markets assess SMIC's ability to outcompete TSMC over different horizons: 4.61% by 2024 (source), 11.64%...

Three Manifold markets assess SMIC's ability to outcompete TSMC over different horizons: 4.61% by 2024 (source), 11.64% by 2028 (source), and 15.37% by 2033 (source).

spilloverTSM
window 90devidence 30981.HK $67.55 / 45d n/a
2026-08-01·SMIC·foundry technology gap
partly pricedlowdown

Manifold markets put low probability on China's SMIC outcompeting TSMC: 15.37% by end-2033, 11.64% by end-2028, and...

Manifold markets put low probability on China's SMIC outcompeting TSMC: 15.37% by end-2033, 11.64% by end-2028, and 4.61% by end-2024 (source — the 2024 market appears stale/resolved no).

spilloverTSMNVDA
window 60devidence 30981.HK $67.55 / 45d n/a
2026-07-22·SMIC·benchmark result
partly pricedmeddown

An analysis by SemiAnalysis (via Tom's Hardware) of SMIC's third-generation 7nm-class N+3 node, found in Huawei's Kirin...

An analysis by SemiAnalysis (via Tom's Hardware) of SMIC's third-generation 7nm-class N+3 node, found in Huawei's Kirin 9030 SoC, reveals that while the node achieves a minimum metal pitch of 32.5nm (nominally tighter than Intel 18A's ~36nm pitch used in Panther Lake) and a...

spilloverTSM
window 30devidence 70981.HK $67.55 / 45d n/a
2026-07-09·SMIC·capacity demand surge
not priced inlowup

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 $67.55 / 45d n/a
2026-07-07·SMIC·technology node shift
partly pricedlowdown

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 $67.55 / 45d n/a
2026-07-02·SMIC·competitive dynamics
partly pricedlowdown

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 $67.55 / 45d n/a
2026-06-28·SMIC·technology roadmap doubt
partly pricedlowdown

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 $67.55 / 45d n/a
2026-06-28·SMIC·technology milestone miss
partly pricedlowdown

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 $67.55 / 45d n/a
2026-06-28·SMIC·technology roadmap doubt
partly pricedlowdown

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 $67.55 / 45d n/a
2026-06-27·SMIC·talent movement
partly pricedlowdown

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 $67.55 / 45d n/a
2026-06-27·SMIC·talent movement
partly pricedlowdown

Prediction markets on Manifold indicate significant risk for SMIC.

Prediction markets on Manifold indicate significant risk for SMIC.

spilloverTSM
window 60devidence 50981.HK $67.55 / 45d n/a
2026-06-27·SMIC·technological capability signal
partly pricedlowdown

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 $67.55 / 45d n/a
2026-06-27·SMIC·technology leadership change
partly pricedlowdown

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 $67.55 / 45d n/a
2026-06-26·SMIC·competitive position signal
partly pricedlowdown

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 $67.55 / 45d n/a
2026-06-26·SMIC·technology gap widening
partly pricedlowdown

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 $67.55 / 45d n/a
2026-06-26·SMIC·competitive position signal
partly pricedlowdown

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 $67.55 / 45d n/a
2026-06-26·SMIC·competitive position signal
partly pricedlowdown

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 $67.55 / 45d n/a
Semiconductor Manufacturing Intl Corp (0981.HK) — signals and market context — High Signal