SMIC's Yin Zhiyao: Emerging industries such as AI and green energy are becoming the growth engines of the semiconductor industry.

MarsBitNews · 2026-03-26T08:42:30+00:00

Chairman Yin Zhiyao of SMIC stated that AI and green energy are driving growth in the semiconductor industry. AI investments are increasing demand for advanced processes and 3D NAND memory, while green energy will boost the demand for power devices. The semiconductor equipment industry is entering a new development cycle.

MarsBitNews

2026-03-26 08:42:30

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Mars Finance News, March 26 — During the SEMICON exhibition, Dr. Yin Zhiyao, Chairman and General Manager of Semiconductor Manufacturing International Corporation (SMIC), stated in an interview with the media that, in terms of overall demand, emerging industries such as AI and green energy are becoming the growth engines of the semiconductor industry. Benefiting from the high demand for advanced logic processes, HBM, and 3D NAND memory devices for AI training and inference, AI-related investments will continue to increase their share of the equipment market. At the same time, the digitalization of green energy and energy will drive demand for specialized processes such as power devices (SiC, GaN). Downstream demand will propel the semiconductor equipment into a new cycle of development. (Broad Perspective Observation)

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