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DigiTimes
SMIC plans to single out AI chip revenue as demand outpaces its current reporting categories
Semiconductor Manufacturing International Corporation (SMIC) is planning to separate its revenue from AI-related peripheral chips into a distinct reporting category. This initiative is in response to growing market demand that surpasses the capabilities of its current reporting framework. The shift is projected to begin as early as the third quarter of 2026, showcasing SMIC's proactive approach in adapting to changes in the semiconductor landscape dominated by artificial intelligence applications.
MonitorConfidence: MediumMid term horizon
Published 14 Aug 2026, 06:20 UTC1 min read
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Summary
TL;DR
- SMIC to disclose AI chip revenue independently starting Q3 2026.
- Shift aims to address heightened demand for AI technology.
- Current revenue reporting categories can't keep pace with market changes.
- Focus on AI-related peripheral chips reflects industry trends.
- Growing AI integration in semiconductor manufacturing expected.
Interesting facts
- Demand for AI chips has outpaced traditional semiconductor categories.
- Shift in reporting might affect market perception of SMIC's AI strategies.
- The decision aligns with broader industry movements towards AI adoption.