Event Brief
SMIC says AI demand tightens mature-node chip capacity
Filed: May 15, 2026 at 7:09 AM ET
Summary: SMIC co-CEO Zhao Haijun said AI demand has pushed mature-node power-management capacity into shortage.
WHO: Zhao Haijun, co-CEO of Semiconductor Manufacturing International Corporation (SMIC)
WHAT: Said AI demand has driven power-management and other mature capacity into shortage, affecting orders to Chinese foundries.
WHEN: May 15, 2026 at 5:32 AM ET
WHERE: China
WHY: AI demand pushed power-management and other mature capacity into shortage.
ℹ️ This event is analyzed using pattern arcs, velocity indicators, and source analysis in our MI Console.
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