Top mover alert: SMIC jumps more than 4% as customer Cambricon plans ramp-up of AI chips

Macquarie Warrants Singapore

🔥 $SMIC(00981)$ shares jump 4.5% to HKD 70.25 as of 301PM after Bloomberg reported that Beijing based Cambricon Technologies plans to rely on SMIC's latest production process known as the "N+2" 7 nanometer, to more than triple its production of AI chips in 2026

🇨🇳The ramp-up at Cambricon underscores the rapid ascent of Chinese chipmakers after Beijing began actively discouraging the use of Nvidia’s product this year, part of a longer-term effort to wean the country off US technology

📊Cambricon reported a 14-fold jump in its third quarter revenue by filling in Nvidia's void in China

🎁SMIC will invariably be a beneficiary of Cambricon's ramp-up

✳✴Trending SMIC call warrant $SMIC MB eCW260402(NAAW.SI)$ (https://warrants.com.sg/tools/livematrix/NAAW) rose 19% to SGD 0.025, almost 5 times more than SMIC's 3.9% increase as of 310PM, while trending put warrant $SMIC MB ePW260203(ONUW.SI)$ (https://warrants.com.sg/tools/livematrix/ONUW) is down 18.9% to SGD 0.030 given SMIC's share price move

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dimzy5
12-16 16:53
dimzy5
The call warrants are flying! Gotta love the leverage when SMIC moves 🚀

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chips","html":"<html><head></head><body><h2>🔥 <a href=\"https://ttm.financial/S/00981\">$SMIC(00981)$</a> shares jump 4.5% to HKD 70.25 as of 301PM after Bloomberg reported that Beijing based Cambricon Technologies plans to rely on SMIC's latest production process known as the \"N+2\" 7 nanometer, to more than triple its production of AI chips in 2026</h2>\n<p>🇨🇳The ramp-up at Cambricon underscores the rapid ascent of Chinese chipmakers after Beijing began actively discouraging the use of Nvidia’s product this year, part of a longer-term effort to wean the country off US technology</p>\n<p>📊Cambricon reported a 14-fold jump in its third quarter revenue by filling in Nvidia's void in China</p>\n<p>🎁<strong>SMIC will invariably be a beneficiary of Cambricon's ramp-up</strong></p>\n<p>✳✴Trending SMIC call warrant <a href=\"https://ttm.financial/S/NAAW.SI\">$SMIC MB eCW260402(NAAW.SI)$</a> (https://warrants.com.sg/tools/livematrix/NAAW) rose 19% to SGD 0.025, almost 5 times more than 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