$SMIC(00981)$ is basically the

$SMIC(00981)$ is basically the most advanced foundry on the mainland. With the current lithography bottlenecks, major breakthroughs in cutting-edge processes might be tough, but they’re pushing performance with what they’ve got, through smart design and heterogeneous integration.

They’ve thrown in tens of billions in capex in recent years, so production ramp-up is just a matter of time. Over the next 3 years, revenue growth looks solid. Bottom line: SMIC’s real value depends on whether they can break new ground in advanced nodes.

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