$SMIC(00981)$ A new high and a-To The Moon - Tiger Brokers Online Investing Community - To The Moon

A new high and an ATH coming... taking out $44 is a matter of hours, if not minutes... SMIC stands out as a Chinese based chips manufacturer. I have stated a year or two before that it stands to gain from US ban on advanced chips to China (Not sure how to link my old article- anyone can share?).

Why?

Simple - 2 important reasons.

1) Chinese companies have no choice but to buy from SMIC due to the US advanced chips ban. Donald Trump will likely continue what his predecessor did in this aspect.

2) Chinese government's support [USD] [Allin] [Allin] [USD] No matter how badly the rest of the economy is doing, Chinese government is throwing its weight behind technology companies like SMIC in order to win the technology war. Currently, TSMC, Nvidia are the undisputed leaders in their respective chips development. With the banning of chips coming into China, the AI race has been compromised. Chinese government is throwing everything to give Chinese technology firms a leg up in the race.

There is a new third reason that just emerged just a week ago... yup, that is DeepSeek... I know it sounds like a hyped campaign with all the media rushing to cover it. It is nevertheless still a big deal... it minimally created doubts in the approach in AI development. It illustrates the creative power of Chinese. Furthermore, it provides the booster 🚀 for companies like SMIC in China. Why? It shows that maybe the "lower" technology developed by the Chinese companies are good enough to be on par with US in the AI race... further improvement in the technology will ACE it!

What's not like? Mark this day, reaching new heights is only the beginning for SMIC...

@TigerStars @MillionaireTiger @CaptainTiger

SMCI Earnings: Will Chip Giant Continue the Surge?

SMCI are set to report after-hours on February 11. AMAT will release its earnings after-hours on February 13. SMCI jumps 17% on Monday. Analysts anticipate SMCI a non-GAAP EPS of $0.75; revenue at $6.126 bln. -------------------- Can the rally continue? What guidance can ON and AMAT provide for the semiconductor? Which chip giant may beat this earnings season?

Disclaimer: Investing carries risk. This is not financial advice. The above content should not be regarded as an offer, recommendation, or solicitation on acquiring or disposing of any financial products, any associated discussions, comments, or posts by author or other users should not be considered as such either. It is solely for general information purpose only, which does not consider your own investment objectives, financial situations or needs. TTM assumes no responsibility or warranty for the accuracy and completeness of the information, investors should do their own research and may seek professional advice before investing.

Comments

Ah_Meng
02-04
Ah_Meng
For the record, I have a position in SMIC, it was purchased sometime after my last article on the company.
If anyone knows how to link an old post, please share… I know that it can be done but I have not managed to find out how to do that. It’s an old post, so many newcomers won’t know about it. It is a series of articles about China and its relationship with US.
jazzyloo
02-04
jazzyloo
Bullish outlook! 🚀
- Ah_Meng:
  Definitely! [Grin]

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AMAT will release its earnings after-hours on February 13.\nSMCI jumps 17% on Monday. Analysts anticipate SMCI a non-GAAP EPS of $0.75; revenue at $6.126 bln.\n--------------------\nCan the rally continue? \nWhat guidance can ON and AMAT provide for the semiconductor?\nWhich chip giant may beat this earnings season?","image":"https://community-static.tradeup.com/news/2c781ca3214c5166306d03e245e4f6a0"}],"images":[{"img":"https://community-static.tradeup.com/news/2f1845d0cb9ab485f0afcedd0a63ee03","width":"750","height":"2478"}],"coverImages":[{"img":"https://community-static.tradeup.com/news/2f1845d0cb9ab485f0afcedd0a63ee03","width":"750","height":"2478"}],"html":"<html><head></head><body><a href=\"https://ttm.financial/S/00981\">$SMIC(00981)$&nbsp;</a><v-v data-views=\"1\"></v-v>&nbsp;\n<p>A new high and an ATH coming... taking out $44 is a matter of hours, if not minutes... SMIC stands out as a Chinese based chips manufacturer. I have stated a year or two before that it stands to gain from US ban on advanced chips to China (Not sure how to link my old article- anyone can share?).&nbsp;</p>\n<p>Why?</p>\n<p>Simple - 2 important reasons.</p>\n<p>1) Chinese companies have no choice but to buy from SMIC due to the US advanced chips ban. Donald Trump will likely continue what his predecessor did in this aspect.</p>\n<p>2) Chinese government's support <span>[USD]&nbsp;</span> <span>[Allin]&nbsp;</span> <span>[Allin]&nbsp;</span> <span>[USD]&nbsp;</span> No matter how badly the rest of the economy is doing, Chinese government is throwing its weight behind technology companies like SMIC in order to win the technology war. Currently, TSMC, Nvidia are the undisputed leaders in their respective chips development. With the banning of chips coming into China, the AI race has been compromised. Chinese government is throwing everything to give Chinese technology firms a leg up in the race.</p>\n<p>There is a new third reason that just emerged just a week ago... yup, that is DeepSeek... I know it sounds like a hyped campaign with all the media rushing to cover it. It is nevertheless still a big deal... it minimally created doubts in the approach in AI development. It illustrates the creative power of Chinese. Furthermore, it provides the booster 🚀 for companies like SMIC in China. Why? It shows that maybe the \"lower\" technology developed by the Chinese companies are good enough to be on par with US in the AI race... further improvement in the technology will ACE it!&nbsp;</p>\n<p>What's not like? Mark this day, reaching new heights is only the beginning for SMIC...</p>\n<p><a href=\"https://ttm.financial/U/9000000000000149\">@TigerStars</a> <a href=\"https://ttm.financial/U/3527667618821228\">@MillionaireTiger</a> <a href=\"https://ttm.financial/U/3527667618000160\">@CaptainTiger</a>&nbsp;</p><img src=\"https://community-static.tradeup.com/news/2f1845d0cb9ab485f0afcedd0a63ee03\" tg-width=\"750\" tg-height=\"2478\"></body></html>","htmlText":"<html><head></head><body><a href=\"https://ttm.financial/S/00981\">$SMIC(00981)$&nbsp;</a><v-v data-views=\"1\"></v-v>&nbsp;\n<p>A new high and an ATH coming... taking out $44 is a matter of hours, if not minutes... SMIC stands out as a Chinese based chips manufacturer. 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Mark this day, reaching new heights is only the beginning for SMIC...</p>\n<p><a href=\"https://ttm.financial/U/9000000000000149\">@TigerStars</a> <a href=\"https://ttm.financial/U/3527667618821228\">@MillionaireTiger</a> <a href=\"https://ttm.financial/U/3527667618000160\">@CaptainTiger</a>&nbsp;</p><img src=\"https://community-static.tradeup.com/news/2f1845d0cb9ab485f0afcedd0a63ee03\" tg-width=\"750\" tg-height=\"2478\"></body></html>","text":"$SMIC(00981)$ A new high and an ATH coming... taking out $44 is a matter of hours, if not minutes... SMIC stands out as a Chinese based chips manufacturer. I have stated a year or two before that it stands to gain from US ban on advanced chips to China (Not sure how to link my old article- anyone can share?). Why? Simple - 2 important reasons. 1) Chinese companies have no choice but to buy from SMIC due to the US advanced chips ban. 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It is a series of articles about China and its relationship with US.","likeSize":0,"commentSize":0,"subComments":[],"verified":10,"allocateAmount":0,"commentType":"valid","coins":0,"score":0},{"id":399825071206952,"commentId":"399825071206952","gmtCreate":1738638851083,"gmtModify":1738746655603,"authorId":9000000000000377,"author":{"id":9000000000000377,"idStr":"9000000000000377","authorId":9000000000000377,"name":"jazzyloo","avatar":"https://static.tigerbbs.com/044204312867823a740269f5d67bd7c4","vip":8,"crmLevel":1,"crmLevelSwitch":0,"individualDisplayBadges":[]},"repliedAuthorId":0,"objectId":399808636805672,"objectIdStr":"399808636805672","type":1,"supId":0,"supIdStr":"0","prevId":0,"prevIdStr":"0","content":"Bullish outlook! 🚀","text":"Bullish outlook! 🚀","html":"Bullish outlook! 🚀","likeSize":0,"commentSize":1,"subComments":[{"id":400265010647288,"commentId":"400265010647288","gmtCreate":1738747576563,"gmtModify":1738747581551,"authorId":4109324284357180,"author":{"id":4109324284357180,"idStr":"4109324284357180","authorId":4109324284357180,"name":"Ah_Meng","avatar":"https://community-static.tradeup.com/news/d97e00479f1ee9e647c7a76f8e8f4251","vip":1,"currentWearingBadge":{"badgeId":"1026c425416b44e0aac28c11a0848493-2","templateUuid":"1026c425416b44e0aac28c11a0848493","name":"Senior Tiger","description":"Join the tiger community for 1000 days","bigImgUrl":"https://static.tigerbbs.com/0063fb68ea29c9ae6858c58630e182d5","smallImgUrl":"https://static.tigerbbs.com/96c699a93be4214d4b49aea6a5a5d1a4","grayImgUrl":"https://static.tigerbbs.com/35b0e542a9ff77046ed69ef602bc105d","redirectLinkEnabled":0,"hasAllocated":1,"isWearing":1,"stampPosition":0,"hasStamp":0,"allocationCount":1,"allocatedDate":"2024.11.27","individualDisplayEnabled":0,"individualDisplaySort":0,"categoryType":1001},"crmLevel":1,"crmLevelSwitch":0,"individualDisplayBadges":[{"badgeId":"9427a906234c4b18a82ec3d7730b7fa8-1","templateUuid":"9427a906234c4b18a82ec3d7730b7fa8","name":"Star Contributor","description":"Published at least 3 PICK posts (or 10 IDEA posts) and, within the past 30 days, posted at least 1 PICK post (or 4 IDEA posts) and 1 comment","bigImgUrl":"https://community-static.tradeup.com/news/1866dcf97a73be1c330f85862546aedc","smallImgUrl":"https://community-static.tradeup.com/news/4f5c5fa8e2c7683bb5a7fce8753ee456","redirectLinkEnabled":1,"redirectLink":"https://ttm.financial/activity/market/2023/star-contributors/","hasAllocated":1,"isWearing":0,"stampPosition":0,"hasStamp":0,"allocationCount":1,"allocatedDate":"2025.02.11","individualDisplayEnabled":1,"backgroundColor":{"dark":"#675a37","tint":"#f9ebc2"},"fontColor":{"dark":"#ffffff","tint":"#ab7a0e"},"individualDisplaySort":1,"categoryType":2007}]},"repliedAuthorId":0,"objectId":399808636805672,"objectIdStr":"399808636805672","type":1,"supId":399825071206952,"supIdStr":"399825071206952","prevId":0,"prevIdStr":"0","content":"Definitely! 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