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Story summary
- SMIC will add equipment at existing factories because demand for mature-node AI chips exceeds expectations.
- Co-CEO Zhao Haijun said wafer starts far exceed earlier forecasts and customer orders have risen since earlier this year because a global AI infrastructure boom creates chip shortages.
- Zhao added that orders for BCD power-management products are expected through the end of 2027 as SMIC nears its capacity limit and may add equipment.
