Semiconductor Manufacturing International Corp

00981: XHKG (HKG)

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Mature Node Foundries Signal Broad Recoveries and Outline Diverse Specialization Strategies

Phelix Lee

Feb 13, 2026

Semiconductor Manufacturing International Corporation, Hua Hong Semiconductor, and GlobalFoundries reported December-quarter sales that exceeded management guidance. They noted mature node chips are recovering from a multiyear inventory clearance and outlined varying tailwinds from AI.

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Semiconductor Manufacturing International Corp

Mature Node Foundries Signal Broad Recoveries and Outline Diverse Specialization Strategies

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