Independent researcher Lennart Heim shows SMIC’s Computer & Tablet segment flat at $300 million per quarter for three years while TSMC’s comparable revenue tripled

If Chinese domestic AI chip production were booming, why isn't it showing up in SMIC's finances—China's advanced-node fab? SMIC's closest AI/datacenter category has been flat at $300M/quarter for 3 years. Over the same period, TSMC's equivalent 3x'd.