AI Chip Concept Stocks Watch | SMIC (00981.HK) Fluctuates and Rises; Domestic "Yisuan Ark" Full-Stack Computing Platform Officially Released

NewTimeSpace (newtimespace.com) News: On June 29, 2026, the Hang Seng Tech Index rose substantially, and Hong Kong chip-related stocks strengthened. SMIC(00981.HK) fluctuated upward. As of 13:30 PM, the company's share price was quoted at HK$81.900, up 2.38%.

On the news front, on June 29, the domestic "Yisuan Ark" full-stack computing platform was officially released, adding further momentum to resolving code migration difficulties and perfecting the domestic chip ecosystem. Previously, the China Information Security Evaluation Center included AI training and inference chips in its national secure and trustworthy evaluation for the first time, with 9 domestic chips receiving the highest Level I certification, reflecting sustained policy-level support for autonomous and controllable chips.

Guosen Securities stated that ASIC chips are accelerating their substitution of GPUs to become the mainstream choice for inference scenarios, with the ASIC market share expected to reach 58% by 2027. Cloud vendors' self-developed ASICs not only alleviate the supply constraints of high-end GPUs but also significantly optimize cost structures, driving margin expansions for cloud businesses. The industrial chain will also benefit from new opportunities in network interconnection and chip design brought about by the restructuring of computing power architectures.

SMIC (00981.HK)Provides IC wafer foundry and related technical services. It is the largest pure-play wafer foundry in China by capacity and offers the broadest coverage of process nodes. Its mature and select advanced process lines address applications including smart terminals, IoT, and computing chips. Based on its periodic disclosures, wafer shipments, capacity utilization, and revenue are at historically high levels.

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