newsObservedPublished: 13h ago

SMIC plans to single out AI chip revenue as demand outpaces its current reporting categories

Semiconductor Manufacturing International Corporation (SMIC) is considering disclosing revenue from artificial intelligence (AI)-related "peripheral chips" as a standalone line item, possibly from the third quarter of 2026 or later, executives said on the company's second-quarter earnings call.

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SMIC plans to single out AI chip revenue as demand outpaces its current reporting categories

Why it matters: AI News is moving the AI stack right now, and this update helps explain what changed for builders.

Source: Digitimes
https://a2zai.ai/bytes/smic-plans-to-single-out-a...
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