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Event Brief

SMIC says AI demand tightens mature-node chip capacity

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.

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