香港交易及結算所有限公司及香港聯合交易所有限公司對本公告的內容概不負責，對其準確性或完整 性亦不發表任何聲明，並明確表示，概不對因本公告全部或任何部份內容而產生或因倚賴該等內容而 引致的任何損失承擔任何責任。 SEMICONDUCTOR MANUFACTURING INTERNATIONAL CORPORATION 中 芯 國 際 集 成 電 路 製 造 有 限 公 司 * （於開曼群島註冊成立之有限公司） （股份代號：00981） 海外監管公告 本公告乃中芯國際集成電路製造有限公司（Semiconductor Manufacturing International Corporation,「本公司」）根據香港聯合交易所有限公司證券上市規則第13.10B條作出。 茲載列本公司於上海證券交易所網站刊發的《上海市錦天城律師事務所關於中芯國際集成電路 製造有限公司發行股份購買資產暨關聯交易的法律意見書》等文件，僅供參閱。 承董事會命 中芯國際集成電路製造有限公司 公司秘書 / 董事會秘書 魯國慶 陳山枝 楊魯閩 黃登山 獨立非執行董事 范仁達 劉明 吳漢明 陳信元 * 僅供識別 上海市锦天城律师事务所 关于中芯国际 ...

香港交易及結算所有限公司及香港聯合交易所有限公司對本公告的內容概不負責，對其準確性或完整 性亦不發表任何聲明，並明確表示，概不對因本公告全部或任何部份內容而產生或因倚賴該等內容而 引致的任何損失承擔任何責任。 執行董事 劉訓峰 SEMICONDUCTOR MANUFACTURING INTERNATIONAL CORPORATION 中 芯 國 際 集 成 電 路 製 造 有 限 公 司 * （於開曼群島註冊成立之有限公司） （股份代號：00981） 海外監管公告 本公告乃中芯國際集成電路製造有限公司（Semiconductor Manufacturing International Corporation,「本公司」）根據香港聯合交易所有限公司證券上市規則第13.10B條作出。 茲載列本公司於上海證券交易所網站刊發的《國家集成電路產業投資基金股份有限公司及其一 致行動人關於所持中芯國際集成電路製造有限公司境內股票變動的提示性公告》《簡式權益變 動報告書》，僅供參閱。 承董事會命 中芯國際集成電路製造有限公司 公司秘書 / 董事會秘書 郭光莉 中國上海，2025 年 12 月 29 日 於本公告日期，本公司董 ...

香港交易及結算所有限公司及香港聯合交易所有限公司對本公告的內容概不負責，對其準確性或完整 性亦不發表任何聲明，並明確表示，概不對因本公告全部或任何部份內容而產生或因倚賴該等內容而 引致的任何損失承擔任何責任。 SEMICONDUCTOR MANUFACTURING INTERNATIONAL CORPORATION 中 芯 國 際 集 成 電 路 製 造 有 限 公 司 * （於開曼群島註冊成立之有限公司） （股份代號：00981） 海外監管公告 本公告乃中芯國際集成電路製造有限公司（Semiconductor Manufacturing International Corporation,「本公司」）根據香港聯合交易所有限公司證券上市規則第13.10B條作出。 茲載列本公司於上海證券交易所網站刊發的《發行股份購買資產暨關聯交易報告書（草稿）及 其摘要》等文件，僅供參閱。 承董事會命 中芯國際集成電路製造有限公司 公司秘書 / 董事會秘書 郭光莉 中國上海，2025 年 12 月 29 日 於本公告日期，本公司董事分別為： 執行董事 劉訓峰 非執行董事 魯國慶 陳山枝 楊魯閩 黃登山 獨立非執行董事 范仁達 ...

香港交易及結算所有限公司及香港聯合交易所有限公司對本公告的內容概不負責，對其準確性或完整 性亦不發表任何聲明，並明確表示，概不對因本公告全部或任何部份內容而產生或因倚賴該等內容而 引致的任何損失承擔任何責任。 SEMICONDUCTOR MANUFACTURING INTERNATIONAL CORPORATION 中 芯 國 際 集 成 電 路 製 造 有 限 公 司 * （於開曼群島註冊成立之有限公司） （股份代號：00981） 海外監管公告 本公告乃中芯國際集成電路製造有限公司（Semiconductor Manufacturing International Corporation,「本公司」）根據香港聯合交易所有限公司證券上市規則第13.10B條作出。 茲載列本公司於上海證券交易所網站刊發的《董事會決議公告》等文件，僅供參閱。 承董事會命 中芯國際集成電路製造有限公司 公司秘書 / 董事會秘書 | A 股代码：688981 | A 股简称：中芯国际 | 公告编号：2025-034 | | --- | --- | --- | | 港股代码：00981 | 港股简称：中芯国际 | | 郭光莉 中國上海， ...

格隆汇12月29日｜中芯国际公告，中芯南方的注册资本将由65亿美元增加至100.77亿美元。中芯控股、 国家集成电路基金、国家集成电路基金二期、国家集成电路基金三期、上海集成电路基金、上海集成电 路基金二期、泰新鼎吉、先导集成电路基金将分别持有中芯南方41.561%、9.392%、14.885%、 8.361%、7.939%、11.253%、5.545%及1.063%股权。 ...

中芯国际公告，公司拟向国家集成电路产业投资基金股份有限公司、北京集成电路制造和装备股权投资 中心(有限合伙)、北京亦庄国际投资发展有限公司、中关村发展集团股份有限公司、北京工业发展投资 管理有限公司发行5.47亿股股份购买其所持有的中芯北方集成电路制造(北京)有限公司49.00%股权。交 易价格为406.01亿元。本次交易不会导致公司控制权变更。交易对方所获股份锁定期为自股份发行结束 之日起12个月。本次交易完成后，中芯北方将成为公司的全资子公司。 ...

SEMICONDUCTOR MANUFACTURING INTERNATIONAL CORPORATION 中芯國際集成電路製造有限公司* 香港交易及結算所有限公司及香港聯合交易所有限公司對本公告的內容概不負責，對其 準確性或完整性亦不發表任何聲明，並明確表示，概不對因本公告全部或任何部分內容 而產生或因倚賴該等內容而引致的任何損失承擔任何責任。 （於開曼群島註冊成立之有限公司） （股份代號：00981） 須予披露的交易及關連交易 有關訂立中芯南方新合資合同及新增資擴股協議 I. 訂立新合資合同及新增資擴股協議 茲提述本公司日期為2020年5月15日的公告及日期為2020年6月6日的通函，內容有 關（其中包括）中芯控股與國家集成電路基金、國家集成電路基金二期、上海集成電 路基金及上海集成電路基金二期訂立合資合同及增資擴股協議，據此：(i)中芯南方 註冊資本由35億美元增加至65億美元；及(ii)中芯控股、國家集成電路基金、國家 集成電路基金二期、上海集成電路基金及上海集成電路基金二期分別持有中芯南方 38.515%、14.562%、23.077%、12.308%及11.538%股權。 於2025年12月29日 ...

Core Viewpoint - The semiconductor industry is experiencing a significant price increase across both mature and advanced processes, driven by structural supply-demand imbalances and rising costs, particularly influenced by the AI industry's growth [2][4][5]. Group 1: Price Increases - SMIC has officially notified downstream customers of a price increase of approximately 10% for 8-inch BCD process foundry services, with multiple chip companies confirming receipt of this notice [2]. - Taiwan's World Advanced Semiconductor has followed suit with a similar 10% price increase for the same process, indicating a clear industry-wide trend [2]. - TSMC plans to implement a series of price increases for advanced processes below 5nm starting January 2026, with an average increase of 3%-5% over four years [2]. Group 2: Supply-Demand Dynamics - The current price surge is attributed to a long-term structural imbalance between supply and demand, with explosive growth in demand, particularly from the AI sector, being a key driver [4]. - The demand for power management chips in AI servers has surged, leading to a critical shortage of related production capacity, particularly for BCD processes [4]. - TrendForce's research indicates that by the second half of 2025, driven by AI demand, wafer foundries' capacity utilization rates are expected to remain higher than previously anticipated, with some manufacturers performing better in Q4 than in Q3 [4]. Group 3: Supply Constraints - TSMC is actively reducing its 8-inch mature process capacity to focus on high-value advanced processes, planning to shut down some production lines by the end of 2027, which exacerbates the supply constraints in the mature process segment [5]. - Domestic foundries are operating at full capacity, with SMIC achieving a capacity utilization rate of 95.8% and a monthly output of over 1 million 8-inch wafers [5]. - Huahong Semiconductor's capacity utilization rate has reached 109.5%, indicating an overworked state, which provides a strong basis for price increases [5]. Group 4: Cost Pressures - The cost of raw materials, particularly metals like gold and copper, remains high, with leading silicon wafer companies raising prices by an average of 12% in late December, directly increasing wafer manufacturing costs [5]. - Rising energy and labor costs further compress profit margins for foundries, making price increases a necessary response to maintain profitability [5].

Group 1 - The main point of the news is that the net outflow of capital in the Shanghai and Shenzhen markets reached 60.795 billion yuan, with the Sci-Tech Innovation Board experiencing a net outflow of 3.767 billion yuan [1] - A total of 182 stocks on the Sci-Tech Innovation Board saw net inflows, while 416 stocks experienced net outflows [1] - Among the stocks with significant net inflows, Han's Laser (寒武纪-U) led with a net inflow of 1.459 billion yuan, followed by Chipone (芯原股份) and Zhenray Technology (臻镭科技) with net inflows of 388.5 million yuan and 220 million yuan respectively [1] Group 2 - C Jianxin (C健信) had the highest net outflow among stocks listed for five days, with a net outflow of 65.0949 million yuan [2] - There are 37 stocks that have seen continuous net inflows for more than three trading days, with Aolaide (奥来德) leading at 11 consecutive days of net inflow [2] - The stock with the most extended net outflow is Dameng Data (达梦数据), which has seen 16 consecutive days of net outflow [2] Group 3 - The top stocks by net inflow include Han's Laser (寒武纪-U) with 1.459 billion yuan, Chipone (芯原股份) with 388.5 million yuan, and Zhenray Technology (臻镭科技) with 220 million yuan [3] - Other notable stocks with significant net inflows include Zhongxin International (中芯国际) with 191.2 million yuan and Huafeng Technology (华丰科技) with 179.4 million yuan [3] - Stocks with notable net outflows include Shijia Photon (仕佳光子) with 368 million yuan and Lankai Technology (澜起科技) with 364 million yuan [1][3]

Price Increases in the Chip Industry - The chip industry is experiencing a significant price increase trend, with various manufacturers announcing price hikes due to rising raw material costs and supply chain pressures [3][4] - Major companies such as TSMC, SMIC, Samsung, and Micron have implemented or are expected to implement price increases across their product lines [12][13][14][19] Raw Material and PCB Price Increases - Jiantek announced a second price increase in December, raising prices for its copper-clad laminates by 5% to 10% due to escalating raw material costs [9] - Nanya Plastics raised prices for all CCL products and PP by 8% starting November 20, citing increases in copper prices and other raw materials [10] Semiconductor Price Adjustments - TSMC has informed clients of a price increase for advanced technology nodes (5nm to 2nm) over the next four years, with expected increases of 8% to 10% for 5nm and up to 50% for 2nm wafers [12] - SMIC has raised prices for some of its production capacity by approximately 10% [13] Memory Chip Price Surge - Samsung has notified clients of a price increase for DRAM and NAND Flash products, with increases of 15% to 30% for certain DRAM types and 5% to 10% for NAND products [14] - Micron has announced a price increase of 20% to 30% for its storage products, effective from September 12 [16] Passive Component Price Increases - Multiple passive component manufacturers have joined the price increase trend, with companies like KEMET and Yageo announcing price hikes of 20% to 30% due to raw material cost pressures [30][33] - Panasonic has raised prices for certain tantalum capacitor models by 15% to 30% [35] Power Device Price Adjustments - China Resources Microelectronics confirmed a price increase for some IGBT products, driven by rising raw material costs and strong order performance [45] - Jingdao Microelectronics has raised prices for certain product series by 10% to 15% due to the increase in raw material prices [46] End-User Impact - Major PC manufacturers like Lenovo, Dell, and HP are planning to raise prices by up to 20% due to ongoing storage price increases [66] - Several smartphone manufacturers have paused procurement of storage chips, facing challenges with rising prices from suppliers [68]