Shares of Semiconductor Manufacturing International Corporation (SMIC) surged over 6% on Friday, propelled by rising expectations that U.S. restrictions on chip exports to China will boost domestic demand and accelerate investment in the country's technological self-reliance efforts.
The rally comes after the U.S. ordered Taiwan Semiconductor Manufacturing Co. (TSMC) to halt shipments of advanced chips used in artificial intelligence applications to Chinese customers, effective Monday. This move has fueled speculation that Chinese semiconductor firms like SMIC could benefit from increased domestic production and innovation.
Analysts believe the growing external pressure from U.S. curbs will likely accelerate technological breakthroughs by Chinese chipmakers as the nation strives to achieve greater self-sufficiency in the sector. SMIC, a leading Chinese semiconductor foundry, is seen as a potential beneficiary of this trend, with investors betting on surging demand for its products and services amid the push for tech independence.
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