
$SMIC(00981.HK)SMIC and Huawei have deeply joined forces with national support to break through the blockade and sweep Samsung and TSMC in mid-range chips, achieving global sales!!! Huawei has unlocked its full potential and is ready to dominate globally. The M60 is equivalent to a 7nm process, and the M70 could reach a 5nm process. The entire smartphone supply chain has basically achieved full domestic substitution. Chips are in deep collaboration with SMIC. The country has made major breakthroughs in lithography machines and photoresist technology. Huawei's HarmonyOS has matured and been released, eliminating any weaknesses that the U.S. could exploit! After years of being restricted to mid-to-low-end chips due to sanctions, SMIC has broken free from technological shackles and is catching up to TSMC. With its 7nm and 5nm processes for mid-to-high-end chips, SMIC is crushing Samsung and TSMC. In the next five years, TSMC's chip orders, except for cutting-edge 3nm and 1nm chips, will gradually be eroded by SMIC. SMIC's chip foundry business will surpass Samsung in three years, increasing its global market share from at least 6% to 30%. TSMC's share will drop from 60% to 40-45%. By 2030, TSMC's share will fall to 25-30%, while SMIC's will rise to 40-45%. What is SMIC's stock value?
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