[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 

Rises sharply as all other stocks fall.


SMIC starting out outperform as  theh manage to improve the yield of high end chips and jmprove margins. Given the geo politics ...smic demand can only grow so the upside may be grossly underestimated.