美联储戴利：目前几乎没有证据表明人工智能正在推动生产率提高。

Nov. 13 — SMIC co-CEO Zhao Haijun said at the Q3 results briefing that Q3 revenue by geography was China 90.8% and the US 7.8%. China revenue rose 7% QoQ, which he attributed to Chinese customers’ demand growing faster than the company’s overall demand and to SMIC reallocating capacity to meet that demand. Wafer revenue by diameter remained steady at 12-inch 79% and 8-inch 21%; by amount, 12-inch wafer revenue rose 9% QoQ and 8-inch rose 4% QoQ, driven by robust customer demand and production expansion concentrated on 12-inch lines.

SMFG CEO said he does not expect NVIDIA management's stance to change significantly.