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Event Brief

SMIC seeks more capacity as AI chip demand rises

SMIC says customer orders for mature-node AI-related chips have exceeded earlier forecasts, prompting it to consider adding equipment.
WHO: Semiconductor Manufacturing International Corporation (SMIC)
WHAT: SMIC weighs adding equipment capacity after AI-related demand for mature-node chips exceeded forecasts
WHEN: Aug 14, 2026
WHERE: China
WHY: Customer orders increased significantly from earlier forecasts, driven by AI infrastructure demand and resulting shortages for AI-related chips.

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