Semiconductor Manufacturing International (SEHK:981): Valuation Perspectives as Geopolitical Tensions Reshape Supply Chain Risk

Simply Wall St.

Oct 16

Semiconductor Manufacturing International (SEHK:981) has come under focus after renewed US-China trade tensions. Fresh tariffs and China's rare earth export controls have raised concern about ...

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Fresh tariffs and China's rare earth export controls have raised concern about ...</p>\n\n<a href=\"https://simplywall.st/stocks/hk/semiconductors/hkg-981/semiconductor-manufacturing-international-shares/news/semiconductor-manufacturing-international-sehk981-valuation\">Source Link</a>\n\n</div>\n","source":"simplywall_highlight","html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>Semiconductor Manufacturing International (SEHK:981): Valuation Perspectives as Geopolitical Tensions Reshape Supply Chain Risk</title>\n<style type=\"text/css\">\na,abbr,acronym,address,applet,article,aside,audio,b,big,blockquote,body,canvas,caption,center,cite,code,dd,del,details,dfn,div,dl,dt,\nem,embed,fieldset,figcaption,figure,footer,form,h1,h2,h3,h4,h5,h6,header,hgroup,html,i,iframe,img,ins,kbd,label,legend,li,mark,menu,nav,\nobject,ol,output,p,pre,q,ruby,s,samp,section,small,span,strike,strong,sub,summary,sup,table,tbody,td,tfoot,th,thead,time,tr,tt,u,ul,var,video{ font:inherit;margin:0;padding:0;vertical-align:baseline;border:0 }\nbody{ font-size:16px; line-height:1.5; color:#999; background:transparent; }\n.wrapper{ overflow:hidden;word-break:break-all;padding:10px; }\nh1,h2{ font-weight:normal; line-height:1.35; margin-bottom:.6em; }\nh3,h4,h5,h6{ line-height:1.35; margin-bottom:1em; }\nh1{ font-size:24px; }\nh2{ font-size:20px; }\nh3{ font-size:18px; }\nh4{ font-size:16px; }\nh5{ font-size:14px; }\nh6{ font-size:12px; }\np,ul,ol,blockquote,dl,table{ margin:1.2em 0; }\nul,ol{ margin-left:2em; }\nul{ list-style:disc; }\nol{ list-style:decimal; }\nli,li p{ margin:10px 0;}\nimg{ max-width:100%;display:block;margin:0 auto 1em; }\nblockquote{ color:#B5B2B1; border-left:3px solid #aaa; padding:1em; }\nstrong,b{font-weight:bold;}\nem,i{font-style:italic;}\ntable{ width:100%;border-collapse:collapse;border-spacing:1px;margin:1em 0;font-size:.9em; }\nth,td{ padding:5px;text-align:left;border:1px solid #aaa; }\nth{ font-weight:bold;background:#5d5d5d; }\n.symbol-link{font-weight:bold;}\n/* header{ border-bottom:1px solid #494756; } */\n.title{ margin:0 0 8px;line-height:1.3;color:#ddd; }\n.meta {color:#5e5c6d;font-size:13px;margin:0 0 .5em; }\na{text-decoration:none; color:#2a4b87;}\n.meta .head { display: inline-block; overflow: hidden}\n.head .h-thumb { width: 30px; height: 30px; margin: 0; padding: 0; border-radius: 50%; float: left;}\n.head .h-content { margin: 0; padding: 0 0 0 9px; float: left;}\n.head .h-name {font-size: 13px; color: #eee; margin: 0;}\n.head .h-time {font-size: 11px; color: #7E829C; margin: 0;line-height: 11px;}\n.small {font-size: 12.5px; display: inline-block; transform: scale(0.9); -webkit-transform: scale(0.9); transform-origin: left; -webkit-transform-origin: left;}\n.smaller {font-size: 12.5px; display: inline-block; transform: scale(0.8); -webkit-transform: scale(0.8); transform-origin: left; -webkit-transform-origin: left;}\n.bt-text {font-size: 12px;margin: 1.5em 0 0 0}\n.bt-text p {margin: 0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\nSemiconductor Manufacturing International (SEHK:981): Valuation Perspectives as Geopolitical Tensions Reshape Supply Chain Risk\n</h2>\n\n<h4 class=\"meta\">\n\n\n2025-10-16 21:25 GMT+8&nbsp;&nbsp;&nbsp;<a href=https://simplywall.st/stocks/hk/semiconductors/hkg-981/semiconductor-manufacturing-international-shares/news/semiconductor-manufacturing-international-sehk981-valuation><strong>Simply Wall St.</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>Semiconductor Manufacturing International (SEHK:981) has come under focus after renewed US-China trade tensions. Fresh tariffs and China's rare earth export controls have raised concern about ...</p>\n\n<a href=\"https://simplywall.st/stocks/hk/semiconductors/hkg-981/semiconductor-manufacturing-international-shares/news/semiconductor-manufacturing-international-sehk981-valuation\">Source Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","isBrief":false,"type":0,"news_type":1,"symbol":"BK1163","symbol_name":"半导体产品","start_time":0,"source_url":"https://simplywall.st/stocks/hk/semiconductors/hkg-981/semiconductor-manufacturing-international-shares/news/semiconductor-manufacturing-international-sehk981-valuation","article_id":"2576677541","we_media_id":null,"thumbnails":["https://images.simplywall.st/asset/industry/8212000-choice1-main-header/1585186704996"],"rights":{"source":"simplywall_highlight","url":"https://simplywall.st/stocks/hk/semiconductors/hkg-981/semiconductor-manufacturing-international-shares/news/semiconductor-manufacturing-international-sehk981-valuation","rn_cache_url":null,"directOrigin":true},"url":"https://stock-news.laohu8.com/highlight/detail?id=2576677541","pubTimestamp":1760621131,"columns":[],"sourceInfo":{"source_id":"simplywall_highlight","name":"Simply Wall St."},"weMediaInfo":null,"summary":"Semiconductor Manufacturing International (SEHK:981) has come under focus after renewed US-China trade tensions. Fresh tariffs and China's rare earth export controls have raised concern about disruptions to semiconductor supply chains.\nSee our latest analysis for Semiconductor Manufacturing International.\nAfter a massive rally earlier this year, Semiconductor Manufacturing International's momentum has cooled a bit, with a 1-day share price decline of 2.76% and a 7-day return of -11.5% as...","collect":0,"end_time":0,"defaultTopTitle":"simplywall.st","property":[],"viewcount":null,"language":"en","relate_stocks":{"BK1163":"半导体产品","SMH":"半导体指数ETF-HOLDRs","BK1607":"新IT概念","BK1614":"港股-半导体","BK1610":"ETF&股票定投概念","BK4588":"碎股","SOXX":"iShares费城交易所半导体ETF","BK4585":"ETF&股票定投概念","00981":"中芯国际","BK1526":"科网股"},"translate_title":"中芯国际（SEHK：981）：地缘政治紧张局势重塑供应链风险的估值前景","themeId":null,"isJumpTheme":false,"ttsUrl":null,"symbols_score_info":{"00981":0.9,"SMH":0.6,"SOXX":0.6},"content_text":"Semiconductor Manufacturing International (SEHK:981) has come under focus after renewed US-China trade tensions. Fresh tariffs and China's rare earth export controls have raised concern about disruptions to semiconductor supply chains. See our latest analysis for Semiconductor Manufacturing International. After a massive rally earlier this year, Semiconductor Manufacturing International's momentum has cooled a bit, with a 1-day share price decline of 2.76% and a 7-day return of -11.5% as fresh trade tensions spook the market. Still, the stock is up a staggering 154.83% year-to-date in share price terms, and boasts an impressive 184.23% total shareholder return over the past year. Despite some short-term volatility, those long-term gains are a strong reminder that market sentiment can shift rapidly as global events unfold. If you’re looking to spot the next big mover in tech and AI hardware, it makes sense to check out See the full list for free. With fresh volatility and ongoing geopolitical risks swirling around Semiconductor Manufacturing International, it raises the question: are investors overlooking hidden value in the recent pullback, or has the market already factored future growth into the price? AdvertisementMost Popular Narrative: 37.3% Overvalued The latest narrative puts Semiconductor Manufacturing International’s fair value much lower than where shares last closed, highlighting a sharp disconnect between market optimism and projected future fundamentals. This sets the stage for a closer look at what is driving this divergence.  SMIC's aggressive expansion of wafer capacity, particularly in 8-inch and 12-inch nodes, positions the company to capture rising demand from domestic downstream markets such as automotive and analog, supported by strong volume growth and high utilization rates. This supports long-term revenue growth and stabilization of gross margins.  Read the complete narrative. Want to know what bold growth projections underpin this narrative’s high valuation? The secret could lie in ambitious plans to boost profit margins and outpace industry revenue growth. Get the full picture behind the number that is sending valuation signals flying higher than many peers. Result: Fair Value of $53.81 (OVERVALUED) Have a read of the narrative in full and understand what's behind the forecasts. However, persistent pricing pressure and heavy reliance on Chinese demand still pose notable risks that could challenge the company’s optimistic growth outlook. Find out about the key risks to this Semiconductor Manufacturing International narrative.  Build Your Own Semiconductor Manufacturing International Narrative If you see things differently or want to dive into the numbers on your own terms, you can craft a personalized story in just a few minutes. Do it your way A great starting point for your Semiconductor Manufacturing International research is our analysis highlighting 2 key rewards and 2 important warning signs that could impact your investment decision. Looking for more investment ideas? Smart investors never settle for just one opportunity. Set yourself up for what's next: grab your edge before the crowd and chase those hidden winners waiting to be found.  Capitalize on robust cash flows and low prices with these 874 undervalued stocks based on cash flows before others spot these undervalued gems. Cement your portfolio with reliable returns as you tap into these 18 dividend stocks with yields > 3% offering strong yields exceeding 3%. Ride the next technological revolution by targeting growth potential in these 24 AI penny stocks, where artificial intelligence is reshaping entire industries.   This article by Simply Wall St is general in nature. We provide commentary based on historical data\n    and analyst forecasts only using an unbiased methodology and our articles are not intended to be financial advice. It does not constitute a recommendation to buy or sell any stock, and does not take account of your objectives, or your\n    financial situation. We aim to bring you long-term focused analysis driven by fundamental data.\n    Note that our analysis may not factor in the latest price-sensitive company announcements or qualitative material.\n    Simply Wall St has no position in any stocks mentioned.New: Manage All Your Stock Portfolios in One PlaceWe've created the ultimate portfolio companion for stock investors, and it's free.• Connect an unlimited number of Portfolios and see your total in one currency• Be alerted to new Warning Signs or Risks via email or mobile• Track the Fair Value of your stocksTry a Demo Portfolio for FreeHave feedback on this article? Concerned about the content? Get in touch with us directly. 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