AI Chip Concept Stocks Watch丨SMIC (00981.HK) Fluctuates Down Nearly 5%, Institutions Believe AI Computing Power Demand to Support High Prosperity in Global Semiconductor Equipment

NewTimeSpace (newtimespace.com) reported that on August 6, 2026, the chip theme retreated, with SMIC (00981.HK) fluctuating lower. As of 13:29, the stock was quoted at HKD 64.800, down 4.71%.

On the news front, overnight US technology stocks weakened, with semiconductor, memory, and optical communication concept stocks correcting across the board. On August 6, domestic DRAM leader Changxin Memory rejected Apple's price‑cutting demands, insisting that its DRAM quotations should not be lower than those of Samsung Electronics and SK Hynix. The tight supply‑demand dynamics provide strong bargaining leverage, and multiple institutions project that the global memory shortage could persist until 2027.

Guotai Haitong Securities believes that sustained high prosperity in AI computing power demand is expected to support continued high prosperity in global semiconductor equipment demand. According to SIA, global semiconductor sales reached USD 120.61 billion in May 2026, roughly doubling from the same period in 2025. SEMI forecasts that total global semiconductor equipment sales will reach USD 165.9 billion in 2026, up 23.1% year‑on‑year, a significant upward revision from its forecast at the end of 2025, and projects sales to reach USD 229.5 billion by 2028.

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.

NewTimeSpace Disclaimer: All content herein is the original work of NewTimeSpace. Any reproduction, reprinting, or use of this content in any other manner must clearly indicate the source as "NewTimeSpace". NewTimeSpace and its authorized third-party information providers strive to ensure the accuracy and reliability of the data, but do not guarantee the absolute correctness thereof. This content is for reference only and does not constitute any investment advice. All transaction risks shall be borne by the user.