AI Chip Concept Stocks Watch | SMIC (00981.HK) Swings Higher, Up 2.17%; Xiaomi Officially Unveils XRING O100, a Large-Model-Specific AI Acceleration Chip

NewTimeSpace (newtimespace.com) News, on August 25, 2026, the chip theme rose amid volatility, and SMIC (00981.HK) strengthened. As of 13:39, the company's quote stood at HKD 68.200, up 2.17%.

On the news front, on August 24, at the Xiaomi XRING chip technology briefing, Xiaomi officially unveiled the XRING O100, a large-model-specific AI acceleration chip, adopting a 6nm 3D wafer-level stacking scheme with bandwidth reaching 1.22 TB/s. In terms of architecture, the XRING O100 adopts a near-memory AI computing architecture, paired with XRING's high-bandwidth matrix bus, supports multi-core parallel computing, and can achieve an inference speed of 330 Tokens/s when running the Xiaomi MiMo 3B model.

TF SECURITIES pointed out that, alongside the continued development of domestic computing power and the sustained AI investments by large players such as Alibaba and ByteDance, it remains bullish on the AI industry and the sustained high prosperity around the AIDC industry chain. Overall, we are constructive on domestic AI infrastructure demand maintaining its high prosperity through 2026, while applications are expected to continue bearing fruit.

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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