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. The market assigns only 18.8% to SMIC outcompeting TSMC by 2033 (source: Manifold), 4.61% by 2024 (source), and 15.39% by 2028 (source). The probability of SMIC reaching 3nm before 2026 is only 11% (source). Additionally, the chance that key engineer Liang Mong-Song leaves SMIC within the next 5 years is 55.85% (source), suggesting talent retention risk. These low probabilities point to a sustained competitive technology gap for SMIC vs. TSMC, which could benefit TSMC and other advanced foundries.
0981.HK has not made a large direction-matching 30-90 day move yet.
signal brief
Multiple prediction market probabilities on Manifold (sourced 2026-06-27) indicate persistent low confidence in SMIC's ability to outcompete TSMC in advanced nodes. The market assigns only 18.8% to SMIC outcompeting TSMC by 2033 (source: Manifold), 4.61% by 2024 (source), and 15.39% by 2028 (source). The probability of SMIC reaching 3nm before 2026 is only 11% (source). Additionally, the chance that key engineer Liang Mong-Song leaves SMIC within the next 5 years is 55.85% (source), suggesting talent retention risk. These low probabilities point to a sustained competitive technology gap for SMIC vs. TSMC, which could benefit TSMC and other advanced foundries.
evidence
- https://manifold.markets/alby/will-chinas-smic-manage-to-manufact-49aa07abdea3web
- https://manifold.markets/alby/will-chinas-smic-manage-to-manufactweb
- https://manifold.markets/alby/will-chinas-smic-manage-to-manufact-13a6f53950b0web
- https://manifold.markets/ersatz/will-chinas-semiconductor-manufactuweb
- https://manifold.markets/GeorgeVii/will-liang-mongsong-work-at-a-semicweb
spillover entities
Decision support, not stock advice. This signal is research with cited evidence — not a recommendation to buy, sell, or hold any security.