Silicon · Second string · Independent

SMIC

China's largest chip foundry.

63OVRBenchDraft · rated on 4 of 6

Ratings

SMIC lifted its foundry share to 5.4% in 2Q26 from 5.1% as China steers domestic buyers to domestic chips, and equipment access under export controls is its main exposure.

Dominance62draft
China's largest foundry with a small stated share of 5.4% of top-ten foundry revenue in 2Q26.
sourced taipeitimes.com
Momentum82draft
Revenue rose about 20% on the quarter to above $3bn, and its share rose from 5.1% to 5.4%.
sourced taipeitimes.com
Leverage50draft
The Atlas states no company that depends on SMIC.
sourced taipeitimes.com
Network base 50, judgment +0.
Durability68draft
Its named risk is equipment access under export controls.
sourced taipeitimes.com
Firepowerunrated
The Atlas states no cash, raise, profit, debt or spending commitment for this company.
Deal Heatunrated
The Atlas reports no deal talks, pending deal, listing plan or stated acquisition plan for this company.

Key figures

5.4%Share in 2Q26, up from 5.1%$3bnRevenue above, up about 20% on the quarter

From the Atlas key figure: 5.4% share in 2Q26, up from 5.1%. Revenue above $3bn, up about 20% on the quarter. Source: taipeitimes.com.

Profile

China's largest chip foundry.

Silicon · Foundries · Second string

Key figure 5.4% share in 2Q26, up from 5.1%. Revenue above $3bn, up about 20% on the quarter.

Why it may rise China steering domestic buyers to domestic chips.

What could change it Equipment access under export controls.

sourced taipeitimes.com

Connections

The Atlas draws no relationships for this company yet.

See SMIC and its connections on the map →

Sector standing

No. 23 of 32 rated in Silicon

21Cerebras64
23Naura63
23SMIC63
25Groq60
26CXMT59

Ratings by Claude (draft), 2026-11-02, read from the Atlas data under the ratings rubric. Logo: commons.wikimedia.org. Wikimedia Commons: public domain, with a trademark restriction. The mark is a trademark of its owner.