Group 1 - The core viewpoint is that SMIC's production capacity remains insufficient, and it is expected to remain tight until October [1] Group 2 - The co-CEO of SMIC, Zhao Haijun, emphasized the ongoing challenges in meeting production demands due to capacity constraints [1]

Group 1 - TSMC (TSM.N) is expected to face tight capacity for its N3 process technology in the coming years [1]