The US BIS added SMIC to the entity list. It will be unaffected in the short term, but it will be greatly affected in the long term. Upstream wafer supply is expanding, but ubiquitous computing demand is booming.
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The Analyst Team
Hui He
Follow AnalystResearch Director
Hui is responsible for the analysis of China's semiconductor market with a focus on China's local semiconductor manufacturing and design trends, evaluating the impact of these trends on technical and financial factors. She also examines how new application ecosystems in China are shaping the semiconductor market.
Hui earned a master’s degree in microelectronics from Shanghai Jiao Tong University, China.
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