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2026-07-07·SMIC·technology node shift
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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. This indicates market consensus that SMIC will not catch up to TSMC's manufacturing leadership. What the sources said - Manifold market on SMIC outcompeting TSMC by end of 2024: YES=4.61% ( - Manifold market on SMIC outcompeting TSMC by end of 2033: YES=18.80% ( - Manifold market on SMIC achieving 3nm before 2026: YES=11.00% (

window 90devidence 4confidence score 91price 0981.HK $77.60

confidence score

Strong evidence: 1 independent source class support this read.

91
low confidence1 independent source classesmarketpasses publish gate
priced-in check

0981.HK has not made a large direction-matching 30-90 day move yet.

not priced in
as of 2026-07-037d n/a45d n/a90d +52%yahoo

signal brief

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. This indicates market consensus that SMIC will not catch up to TSMC's manufacturing leadership.

What the sources said

  • Manifold market on SMIC outcompeting TSMC by end of 2024: YES=4.61% (https://manifold.markets/alby/will-chinas-smic-manage-to-manufact)
  • Manifold market on SMIC outcompeting TSMC by end of 2033: YES=18.80% (https://manifold.markets/alby/will-chinas-smic-manage-to-manufact-49aa07abdea3)
  • Manifold market on SMIC achieving 3nm before 2026: YES=11.00% (https://manifold.markets/ersatz/will-chinas-semiconductor-manufactu)

source data used

spillover entities

Decision support, not stock advice. This signal is research with cited evidence — not a recommendation to buy, sell, or hold any security.