AI Chip Concept Stocks Watch | SMIC (00981.HK) Fluctuates Higher, Up 2.75%, as Global Semiconductor Equipment Shipments Exceed USD 40 Billion in Q2

NewTimeSpace (newtimespace.com) News, on September 7, 2026, the chip theme rebounded across the board, with SMIC (00981.HK) fluctuating stronger. As of 13:39, the company's quote stood at HKD 69.050, up 2.75%.

On the news front, on September 6, the "Worldwide Semiconductor Equipment Market Report" recently released by SEMI showed that global semiconductor equipment shipments in Q2 2026 rose 23% year-on-year to USD 40.53 billion, up 11% quarter-on-quarter.

Sinolink Securities pointed out that in the first half of 2026, the electronics industry's revenue and net profit grew 30.98% and 99.38% year-on-year respectively, with the PCB, semiconductor equipment, and design sectors performing particularly prominently. Demand for AI servers and high-speed switches drove both volume and price of the industry chain to rise, while domestic substitution accelerated, and orders in the equipment and core components segments maintained high growth, with profitability notably improved.

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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