$SMIC(00981)$ , as one of Chin

$SMIC(00981)$ , as one of China’s leading semiconductor manufacturing companies, is poised to benefit from this AI-driven growth wave. Especially in the power and analog chip sectors, with the increasing demand for AI servers, SMIC can support the development of the AI industry by providing key components, thereby solidifying its market position and driving performance growth.

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?

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