晨星:中国芯片生产商从本土需求中受益
Group 1 - The core viewpoint of the article is that Chinese chip foundries are benefiting more than expected from domestic demand, and the impact of U.S. tariffs on their annual performance is less severe than market concerns suggest [1] - The early shipments before the implementation of higher tariffs have positively impacted these companies in the second quarter [1] - Both SMIC (Semiconductor Manufacturing International Corporation) and Hua Hong Semiconductor are more optimistic about their short-term and long-term prospects compared to their global peers [1]