Shares of Semiconductor Manufacturing International Corporation (SMIC), a leading Chinese semiconductor foundry, surged over 6% on Friday, propelled by rising expectations that recent U.S. restrictions on chip exports to China will boost domestic demand and accelerate the nation's efforts towards technological self-reliance.
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 as the country strives to achieve greater self-sufficiency in the chip sector.
Analysts believe the growing external pressure from U.S. curbs will likely accelerate technological breakthroughs and innovation by domestic Chinese chipmakers, with SMIC seen as a potential beneficiary. Investors are betting on surging demand for SMIC's products and services amid China's push for technological independence and reduced reliance on foreign chip suppliers.
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