Wire · technology
SMIC weighs new capacity as AI chip orders book into 2027
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Fusion42 · 15 August 2026 · Fusion42 review
SMIC's AI-related chip orders are exceeding earlier forecasts, with Q2 revenue up 36.1% year-on-year and fab utilisation nearing capacity limits. Orders for BCD power-management chips are booked through 2027, prompting SMIC to consider expanding equipment at existing fabs despite ongoing US export restrictions.
This Wire brief sits within Fusion42's coverage of Semiconductors, and 9 sources have reported it between 14 Aug 2026 and 16 Aug 2026.
◆ ◆ The Wire takeaway
Chinese chip makers now have a clearer runway for AI-related production growth through 2027. If you build AI power or server components in China, SMIC expanding capacity signals a more stable supply and a chance to secure long-term foundry support.
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9 sources · first reported 14 Aug 2026 · latest 16 Aug 2026
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