SMIC

SMIC is a major in the Foundry segment of the semiconductor & AI supply chain, headquartered in China. Its key suppliers include Shin-Etsu Chemical, SUMCO, GlobalWafers. Its key customers include Espressif Systems, Amlogic, Rockchip.

China's largest foundry, pushing advanced nodes despite export controls.

Ticker
HKEX: 0981
Headquarters
China
Revenue
$9.3B (FY2025) · +17.3% YoY
Net income
$729M
Operating margin
17.1%
Market position
major
Value-chain segment
Pure-Play Foundry
Key products
28nm to 7nm-class processes

About SMIC

SMIC, headquartered in China, operates in the Pure-Play Foundry segment of the semiconductor & AI supply chain and is positioned as a market major there. Its key products include 28nm to 7nm-class processes. wafergraph maps 168 tracked suppliers and 37 tracked customers for SMIC across the value chain. It has a supply-chain criticality score of 68/100, with 235 companies downstream of it.

Role in the chain

SMIC is a market major in Foundry (Pure-Play Foundry), headquartered in China. China's largest foundry, pushing advanced nodes despite export controls.

Diligence questions

  1. The dataset records 168 tracked suppliers for SMIC. Which of those edges are researched (named in a filing or primary source) versus segment-inferred, and what happens if one of them stops shipping?
  2. 42 of SMIC's tracked suppliers are a monopoly or leader (including Ajinomoto, ASML, Carl Zeiss SMT, TRUMPF). Which of those are actually single-source for the process step you care about?
  3. The dataset names 37 tracked customers for SMIC. How concentrated is demand among those names, and which of them have a documented second source in this graph?
  4. SMIC is headquartered in China. What jurisdiction, export-control or logistics risk sits at that HQ, versus at the fabs or plants the filings actually name?
  5. SMIC trades as HKEX:0981. What does the latest reported period say about capacity and backlog versus the graph position above?
  6. Before treating any edge as a verified relationship, check the provenance labels on the company page and the method note at /methodology.

Full diligence pack for SMIC

Key products

  • 28nm to 7nm-class processes

Suppliers

Customers

More Foundry companies

Compare with

TSMC · United Microelectronics (UMC) · Tower Semiconductor · GlobalFoundries · Hua Hong Semiconductor · Nexchip Semiconductor

Sources

Open the interactive supply-chain view →

Cite as: wafergraph, “SMIC — supply chain, financials & market position”, https://wafergraph.com/company/smic (data as of 2026-09-05).

Track the chain

What moved in the semiconductor supply chain — This Week in the Chain, the free weekly wafergraph briefing.

Subscribe to the free weekly briefing →

Free · no login · 615 companies, updated weekly