SMIC

Mentioned in 7 analyzed podcast episodes across 6 shows

Mentioned On

Episode Mentions

The Spillover · Jul 28, 2026

“Chinese semiconductor manufacturer with limited capacity relative to TSMC; subject of US export controls”

AI Safety Regulation and GovernanceUS-China AI Competition and RivalryCompute Access and Chip Export Controls

“Chinese semiconductor company with A shares up 5% in the market update, benefiting from AI and chip industry boom”

AI Model Distillation and IP TheftUS-China AI Competition and Geopolitical RivalryExport Controls and Semiconductor Restrictions

TBPN · Mar 6, 2026

“China's TSMC equivalent producing 14nm chips, unable to match leading-edge capabilities”

AGI predictions and market impactsNvidia stock performance and market dominanceCopper pricing and AI infrastructure demands

“Chinese semiconductor manufacturer advocating for H200 ban to protect domestic chip ecosystem from NVIDIA competition”

H200 Chip Export Controls to ChinaTrump Administration AI Chip PolicyPentagon AI Strategy and Military Integration

California Wealth TaxGDP Growth PredictionsM&A Market Transformation

AI regulation and moratoriumChina EUV lithography breakthroughUS-China AI competition

“Chinese semiconductor manufacturer; expected to eventually catch up to TSMC's leading edge capabilities”

Solar energy manufacturing and cost curvesSynthetic fuels and energy storage technologyAI data center power requirements and constraints