SMIC Co-CEO Zhao Haijun said at the performance conference that in addition to the company's previous predictions, the Chinese Internet company's drastic increase in hardware investment can clearly feel that when customers discuss future cooperation with the company, the number of subsequent downtimes far exceeded their original expectations. Directly related requirements, as well as supporting chips related to data center circuit boards and computing power boards, such as logic circuits, BCDs, and optical modules, are all in short supply.

SMIC Co-CEO Zhao Haijun said at the performance conference that in addition to the company's previous predictions, the Chinese Internet company's drastic increase in hardware investment can clearly feel that when customers discuss future cooperation with the company, the number of subsequent downtimes far exceeded their original expectations. Directly related requirements, as well as supporting chips related to data center circuit boards and computing power boards, such as logic circuits, BCDs, and optical modules, are all in short supply.