China’s largest foundry
SMIC
China’s largest foundry. Barred from EUV by US export controls, it runs mature/legacy nodes on DUV, buying tools from Applied Materials, Lam and Tokyo Electron (no EUV). Chinese fabless firms are its main customers.
0981.HK Updated Jun 21, 2026
Annual return · 2026-06-18'21-29.6%'22-7.4%'23-18.3%'24+169.9%'25+98.4%YTD+1.5%
SMICChina’s largest foundry
▸ Money outSiemens EDA◐Tokyo Electron (TEL)◐Applied Materials◐Lam Research◐Synopsys◐Cadence Design Systems◐설비·인프라 (비공개)○웨이퍼·소재 (비공개)○
Financials & Segments
- Total revenue · China’s largest foundry
- Segments · China’s largest foundry
Revenue from
- 중국 팹리스 (비공개) Medium confidence
Supplies legacy foundry to 중국 팹리스. - Qualcomm Low confidence
Supplies legacy foundry to Qualcomm.Confirms EN Company IR / exchange filing Published Apr 1, 2025: "Annual report: revenue, customers, business."
Pays to
- Siemens EDA Medium confidence
Pays for Siemens EDA (Calibre etc.) licenses. - Tokyo Electron (TEL) Medium confidence
Buys front-end equipment (DUV) from 도쿄일렉트론. - Applied Materials Medium confidence
Buys front-end equipment (DUV) from 어플라이드 머티어리얼즈. - Lam Research Medium confidence
Buys front-end equipment (DUV) from 램리서치. - Synopsys Medium confidence
Pays for synopsys EDA tools and IP licenses. - Cadence Design Systems Medium confidence
Pays for cadence EDA tools and IP licenses. - 설비·인프라 (비공개) Low confidence
Equipment and infrastructure (undisclosed). - 웨이퍼·소재 (비공개) Low confidence
Parts, materials and R&D (undisclosed).
Value-chain ripple (tiers 2–3)
Following node-to-node links up to 3 tiers; each firm is shown once, at its nearest tier.
| Company | Chain | '21 | '22 | '23 | '24 | '25 | YTD |
|---|---|---|---|---|---|---|---|
| Apple | lead2 | +34.6 | -26.4 | +49 | +30.7 | +9.1 | +9.8 |
| Qualcomm | lead1 | +22.3 | -38.4 | +35.1 | +7.7 | +13.9 | +34.2 |
| SMIC | node | -29.6 | -7.4 | -18.3 | +169.9 | +98.4 | +1.5 |
| Applied Materials | benef1 | +83.6 | -37.5 | +68 | +1.1 | +59.6 | +140.7 |
| Lam Research | benef1 | +53.7 | -40.8 | +88.8 | -6.9 | +139.5 | +128.1 |
| Tokyo Electron (TEL) | benef1 | +40.4 | -14.5 | +89.8 | -4.4 | +61.6 | +84.1 |
| Cadence Design Systems | benef1 | +36.6 | -13.8 | +69.6 | +10.3 | +4 | +23.9 |
| Synopsys | benef1 | +42.1 | -13.4 | +61.3 | -5.7 | -3.2 | -3 |
| MKS Instruments | benef2 | +16.4 | -51 | +22.6 | +2.2 | +54.4 | +154.7 |
| Wonik QnC | benef2 | +26.2 | +2 | +11.9 | -33.7 | +53.4 | +25.1 |
| TCK (Tokai Carbon Korea) | benef2 | -10.1 | -16.9 | +2.8 | -28.7 | +225.7 | +8.6 |
| Hana Materials | benef2 | +106 | -30.5 | +26.1 | -47.4 | +173.9 | -3.6 |
YTD as of 2026-06-18 · source: Yahoo Finance