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Semiconductor Manufacturing International Corporation Stock Price

SEHK:981 Community·HK$736.3b Market Cap
  • 3 Narratives written by author
  • 0 Comments on narratives written by author
  • 49 Fair Values set on narratives written by author
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981 Share Price Performance

HK$63.45
0.10 (0.16%)
​
HK$86.78
Fair Value
HK$63.45
0.10 (0.16%)
26.9% undervalued intrinsic discount
HK$86.78
Fair Value
Price HK$63.45
AnalystConsensusTarget HK$86.78
AnalystLowTarget HK$35.57
AnalystHighTarget HK$152.84
Wed, 29 Jul 26
Fair ValueHK$86.78
Share Pricen/a

981 Community Narratives

AN
AnalystConsensusTarget
AnalystConsensusTarget's
Fair Value
·
Fair Value HK$86.78 26.9% undervalued intrinsic discount

981: Rising Costs And Earnings Uncertainty Will Limit Upside Potential

1users have liked this narrative
0users have commented on this narrative
20users have followed this narrative
AN
AnalystLowTarget
AnalystLowTarget's
Fair Value
·
Fair Value HK$35.57 78.4% overvalued intrinsic discount

US China Tensions Will Undermine Access To Advanced Nodes

0users have liked this narrative
0users have commented on this narrative
1users have followed this narrative
AN
AnalystHighTarget
AnalystHighTarget's
Fair Value
·
Fair Value HK$152.84 58.5% undervalued intrinsic discount

Digital Transformation And AI Adoption Will Expand Semiconductor Markets

0users have liked this narrative
0users have commented on this narrative
3users have followed this narrative
981 logo
Semiconductor Manufacturing International
78.4% overvalued intrinsic discount

US China Tensions Will Undermine Access To Advanced Nodes

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AN
AnalystLowTarget
AnalystLowTarget
Updated 26 Aug
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Semiconductor Manufacturing International
58.5% undervalued intrinsic discount
Updated

Digital Transformation And AI Adoption Will Expand Semiconductor Markets

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AN
AnalystHighTarget
AnalystHighTarget
Updated 9 Sep
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981 logo
Semiconductor Manufacturing International
26.9% undervalued intrinsic discount

981: Rising Costs And Earnings Uncertainty Will Limit Upside Potential

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AN
AnalystConsensusTarget
AnalystConsensusTarget
Updated 29 Jul
Read Narrative

Trending Discussion

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Recently Updated Narratives

AN
AnalystHighTarget
981 logo

981: Higher Future P/E Will Support Upside Into Q3 2026 Guidance

Fair Value: HK$152.84 58.5% undervalued intrinsic discount
3 fair values setusers have set this as their fair value
0 commentsusers have commented on this narrative
0 likesusers have liked this narrative
AN
AnalystLowTarget
981 logo

981: Rich P/E Will Persist Despite AI Demand Boosting Margins

Fair Value: HK$35.57 78.4% overvalued intrinsic discount
1 fair value setusers have set this as their fair value
0 commentsusers have commented on this narrative
0 likesusers have liked this narrative
AN
AnalystConsensusTarget
981 logo

981: Higher Margins And New Articles Will Support Future Upside

Fair Value: HK$86.78 26.9% undervalued intrinsic discount
20 fair values setusers have set this as their fair value
0 commentsusers have commented on this narrative
0 likesusers have liked this narrative

Snowflake Analysis

Excellent balance sheet with reasonable growth potential.

1 Risk
2 Rewards
View Full Analysis

Semiconductor Manufacturing International Corporation Key Details

US$10.4b

Revenue

US$8.1b

Cost of Revenue

US$2.3b

Gross Profit

US$1.2b

Other Expenses

US$1.0b

Earnings

Last Reported Earnings
Jun 30, 2026
Next Reporting Earnings
n/a
0.12
21.82%
10.03%
37.0%
View Full Analysis

About 981

Founded
2000
Employees
20336
CEO
Haijun Zhao
WebsiteView website
www.smics.com

Semiconductor Manufacturing International Corporation, an investment holding company, engages in the manufacture, testing, and sale of integrated circuits wafer and various compound semiconductors in the United States, China, and Eurasia. The company is also involved in the manufacturing, sale, and trading of semiconductor products; and research and development activities. In addition, it offers semiconductor foundry and technology services; supporting services comprising design and IP support, photomask manufacturing, etc.; development, design, and technical services related to integrated circuits; marketing related services; and private education services. Further, the company tests and sells self-produced products, and other services. Semiconductor Manufacturing International Corporation was incorporated in 2000 and is headquartered in Shanghai, China.

Recent 981 News & Updates

User avatar
Narrative Update • Sep 09

981: Higher Future P/E Will Support Upside Into Q3 2026 Guidance

Analysts have lifted their fair value estimate for Semiconductor Manufacturing International from about HK$137.08 to around HK$152.84, citing updated assumptions for revenue growth, profit margin and future P/E that adjust the discount rate only slightly. What's in the News for Semiconductor Manufacturing International Issued earnings guidance for the third quarter of 2026, with Semiconductor Manufacturing International expecting revenue to move in a range of 2% to 4% quarter on quarter, according to company guidance.
User avatar
Narrative Update • Aug 26

981: Rich P/E Will Persist Despite AI Demand Boosting Margins

Analysts have lifted their fair value estimate for Semiconductor Manufacturing International to about HK$35.57 from around HK$26.56, reflecting updated assumptions that pair slightly lower revenue growth expectations with higher projected profit margins and a similar future P/E profile. What’s in the News for Semiconductor Manufacturing International Semiconductor Manufacturing International reported second quarter profit of US$479.2 million, more than tripling year on year, with revenue of US$3b supported by strong AI related chip demand, higher wafer prices, and increased shipments.

Recent updates

No updates

Semiconductor Manufacturing International Corporation Competitors

1347 logo

Hua Hong Grace Semiconductor

Symbol: SEHK:1347
Market cap: HK$257.1b
View more competitors

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