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SMIC warns that rushed AI chip capacity expansion could result in idle production capacity.
Chinese chipmakers capacity rush signals potential over-supply risk and margin pressure in AI chip market if demand softens.
Trade pressSlicast · February 11, 2026 23:00 · Global · Source: taipeitimes.com
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Image / Slicast · Source: taipeitimes.com
SMIC warns that rushed AI chip capacity expansion could result in idle production capacity.
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