SMIC
0 statements across 0 episodes · 1 bullish · 0 bearish · 1 people on the record · first statement Jan 10, 2026 by David Friedberg · said 2 times in 2 episodes since 2025 · across every show →
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brought up most by David Friedberg (2)
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2026 1 mention in 1 episode
Everything said about SMIC, oldest first
Jan 10, 2026 bullish
Friedberg: Huawei will outperform Western expectations in 2026
“My number one is Huawei, which I've mentioned in the past. Out of China, I think Huawei's effort to Partner with SMIC to go deeper in the chip stack. And they're just firing on all cylinders. I do think keep an eye on Huawei over the next year. It's going to o…”