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Morgan Stanley Slashes Revenue Projections for SMIC and Huawei's AI Chips by Over 50% Amidst Low Yield Rates
3 day ago /
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Author：小编
Semiconductor Manufacturing International Corporation (SMIC), China's premier chip manufacturer, has had its revenue outlooks concerning China's AI GPUs drastically reduced by over 50% by investment banking giant Morgan Stanley, primarily due to challenges with yield rates. Constrained by U.S. sanctions that prevent it from obtaining the latest lithography machinery, SMIC faces significant hurdles in manufacturing cutting-edge chips, leading to suboptimal yield rates. Morgan Stanley's estimates suggest that by 2027, SMIC's peak monthly production capacity for AI chip wafers will reach a mere 18,000 units.
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