[sgbuffett]

Today again we see Hua Hong outperforming SMIC.
Right now there is a semicon upturn globally Chinese players too will benefit fro. This up turn.

Like I said earlier the need for SMIC to stay are the cutting g edge is costly due to US sanctions on the equipment needed...this will hinder its profitability 

Smic rose 150% since i posted. But is still only 5% the size of TSMC. With mature node manufacting all reshoring back jnto china and higher end chips that TSMC cannot make for China we are looking at eventually 25-30% of the market that has to go back to China.. it is still early days in the larger.scheme of things.