Sharemaestro company-news research for Semiconductor Manufacturing International Corporation (SMIC03), showing current tone, evidence confidence, direct company coverage, sector and industry context, completed price response and the source headlines used on the page. Scores describe published news evidence. Confidence describes the amount, freshness, source breadth and direct company relevance of that evidence. Price context is shown separately.
SET
Thailand
Measured evidence
Company news sentiment
SMIC03 news sentiment
Semiconductor Manufacturing International Corporation
Company headlines compared by relevance, subject, source independence, tone and the market's completed price response.
Weighted tone59Neutral is 50
Constructive news tone
63/100 evidence confidence
100% direct company focus
4 current stories across 1 publishers
Current company news
News confirmed by price
Constructive news tone is drawn from 4 fresh independent stories, including 4 company-specific items across 1 publishers.
Latest source headline SMIC profit more than triples on AI-driven chip demand finance.yahoo.com · 13 Aug 2026 09:37What supports the read
4 current stories are mapped specifically to SMIC03.
Cross-story agreement is 86/100, indicating a comparatively coherent tape.
Constructive news tone is being confirmed by positive weekly price action.
What tempers the read
Only 1 publisher currently contribute to the measured read.
59/100
Weighted toneConstructive news tone
63/100
Evidence confidencesolid confidence
100%/100
Company focus4 direct stories
86/100
Evidence agreement14/100 dispersion
News history
Tone and story flow over 21 days
24 Jul03 Aug13 Aug
Weighted toneStory volumeNeutral 50
Evidence confidence
What supports the score
Confidence rises through sample depth, independent publishers, direct company relevance, freshness and agreement. A high or low tone score is not itself evidence of reliability.
Sample depth41
3.27 effective storiesSource breadth20
1 independent publishersDirect relevance100
company-specific evidence shareFreshness92
recency-weighted evidenceAgreement86
cross-story consistencySource independence0
lower publisher concentrationPrice context
Sentiment against the 26-week price path
Constructive news tone is being confirmed by positive weekly price action.
06 Mar22 May07 Aug
Weekly close, indexedSentiment score
Sentiment-trend disagreement
News subjects
What is shaping the score
Earnings663 stories · 75%
Macro sensitivity611 stories · 25%
Source mix
Where the evidence comes from
finance.yahoo.com654 stories · 100%
Recurring subjects
Subjects appearing most often
Semiconductors3AI3Earnings2Data Centers2Technology1Tech1Manufacturing1M A1Iot1Internet1
Earlier readings
How the score has changed
ConstructiveBalanced or withheldCautious
Source headlines
The news behind the score
Every row shows the public evidence used to understand the read. Direct company stories carry more weight than industry or sector context; duplicate coverage is consolidated before scoring.
#180Tone
finance.yahoo.comDirect company coverage
SMIC profit more than triples on AI-driven chip demand
By Che Pan and Eduardo Baptista BEIJING, Aug 13 (Reuters) - China's largest contract chipmaker, Semiconductor Manufacturing International Corp , reported on Thursday second-quarter profit more than tripled from a year earlier, beating analyst estimates, as demand for AI-related chips remained robust. Profit attributable to shareholders came in at $479.2 million, nearly double the average analyst estimate of $253.4 million compiled by LSEG. Revenue rose 36% to more than $3 billion, topping the $2.8 billion analysts had forecast, LSEG data showed. SMIC said in a stock exchange filing t
AIChip DemandEarningsSemiconductors
- Published
- 13 Aug 2026 09:37
- Catalyst
- Earnings
- Evidence role
- Direct company coverage
- Duplicates
- 1 consolidated
#253Tone
finance.yahoo.comDirect company coverage
Semtech Corporation Announces Definitive Agreement on Sale of Cellular Module Business to Compal Electronics
CAMARILLO, Calif., August 13, 2026--(BUSINESS WIRE)--Semtech Corporation (Nasdaq: SMTC), a leading provider of high-performance semiconductors powering AI data center networking, Internet of Things ("IoT") and cellular connectivity and intelligent connected devices worldwide, today announced that it has entered into a definitive agreement to sell its cellular module business to Compal Electronics, Inc. (TWSE: 2324) for $62 million in cash, subject to customary adjustments. The transaction has been approved by both Semtech's and Compal's Board of Directors. Under the terms of the agreement, Com
Data CentersFourth QuarterIotM ASemiconductors
- Published
- 13 Aug 2026 09:35
- Catalyst
- Earnings
- Evidence role
- Direct company coverage
- Duplicates
- 1 consolidated
#345Tone
finance.yahoo.comDirect company coverage
China Earnings to Test Rotation From AI to Internet Stocks
(Bloomberg) -- A rotation into China's biggest tech firms from AI infrastructure stocks will be tested this week as earnings are due. Most Read from Bloomberg Five Takeaways From Zuckerberg's 6,500-Word Manifesto on AI Pakistan Says Deal Is Close Even as Iran, US Harden Stances China Unleashes $28 Trillion Capital Markets to Challenge US in AI Nvidia Taps Wall Street for $500 Billion Funding Commitment Apple's Glass-Centric 20th-Anniversary iPhone Remains on Track for 2027 Results from Tencent Holdings Ltd. and JD.com Inc., due Wednesday and Thursday respectively, will offer an early look at w
AIEarningsInternetSemiconductorsTech
- Published
- 11 Aug 2026 23:30
- Catalyst
- Earnings
- Evidence role
- Direct company coverage
- Duplicates
- 1 consolidated
#461Tone
finance.yahoo.comDirect company coverage
Compal Opens Daxi AI Server Manufacturing Center, Strengthening Its Global AI Manufacturing Footprint
TAOYUAN, Aug. 11, 2026 /PRNewswire/ -- Compal Electronics (Compal; TWSE: 2324) today held the opening ceremony for its Daxi AI Server Manufacturing Center, officially launching next-generation AI server manufacturing capacity. The facility marks a significant milestone in Compal's global AI manufacturing strategy and reinforces its commitment to strengthening its role in the global AI supply chain. The ceremony was hosted by Compal Chairman Ray Chen and attended by distinguished guests including Taoyuan City Mayor Simon Chang, Taoyuan City Council Speaker Chiu Yi-Sheng, Legislator Chiu Jo-Hua,
AIData CentersInfrastructureManufacturingTechnology
- Published
- 11 Aug 2026 16:00
- Catalyst
- Macro sensitivity
- Evidence role
- Direct company coverage
- Duplicates
- 1 consolidated
Earlier company news
SMIC03 news archive
Stored newest first for historical research. These older headlines are retained for reference and do not contribute to the current sentiment gauge above.
Aug
12
2026
SmartkarmaArchivedNeutral tone
Daily Brief TMT/Internet: Tes Co Ltd, Oracle Corp, Knowledge Atlas Technology, TSMC (Taiwan Semiconductor Manufacturing) - ADR, Nexchip Semiconductor , Nasdaq-100 Stock Index, Array Digital Infrastructure, Vintcom Technology, Rubrik , Shanghai Seer
- Published
- 12 Aug 2026 09:59
- Catalyst
- Historical snapshot
- Coverage
- Direct company
- Duplicates
- 1 consolidated
Aug
07
2026
NerdWalletArchivedNeutral tone
7 Best-Performing Semiconductor Stocks for August 2026
- Published
- 7 Aug 2026 23:41
- Catalyst
- Historical snapshot
- Coverage
- Direct company
- Duplicates
- 1 consolidated
Aug
03
2026
NerdWalletArchivedPositive tone
7 Best-Performing Semiconductor Stocks for July 2026
- Published
- 3 Aug 2026 07:47
- Catalyst
- Historical snapshot
- Coverage
- Direct company
- Duplicates
- 1 consolidated
Jul
31
2026
ForbesArchivedPositive tone
5 Semiconductor Stocks To Buy And 1 To Ignore
- Published
- 31 Jul 2026 14:38
- Catalyst
- Historical snapshot
- Coverage
- Direct company
- Duplicates
- 1 consolidated
Jul
14
2026
TradingViewArchivedNeutral tone
Price to book forward of Semiconductor Manufacturing International Corp. Shs Thailand Depositary Receipts Repr 1
- Published
- 14 Jul 2026 13:58
- Catalyst
- Historical snapshot
- Coverage
- Direct company
- Duplicates
- 1 consolidated
Jul
09
2026
SmartkarmaArchivedPositive tone
Daily Brief TMT/Internet: MiniMax, SK Hynix, Korea Stock Exchange KOSPI 200, Kakaku.com Inc, TSMC (Taiwan Semiconductor Manufacturing) - ADR, Tokyo Electron, Cambricon Technologies Lt and more
- Published
- 9 Jul 2026 12:08
- Catalyst
- Historical snapshot
- Coverage
- Direct company
- Duplicates
- 1 consolidated
Jul
07
2026
Business WireArchivedNeutral tone
Wolfspeed Files Patent Infringement Lawsuit Against Navitas Semiconductor
- Published
- 7 Jul 2026 21:52
- Catalyst
- Historical snapshot
- Coverage
- Direct company
- Duplicates
- 1 consolidated
Jul
05
2026
CoinGeckoArchivedNeutral tone
Taiwan Semiconductor Manufacturing (Robinhood Tokenized Stock)
- Published
- 5 Jul 2026 17:00
- Catalyst
- Historical snapshot
- Coverage
- Direct company
- Duplicates
- 1 consolidated
Jul
01
2026
Etudes Economiques – BNP ParibasArchivedPositive tone
Malaysia: Strong growth, high exposure to the semiconductor sector
- Published
- 1 Jul 2026 12:08
- Catalyst
- Historical snapshot
- Coverage
- Direct company
- Duplicates
- 1 consolidated
Jun
25
2026
PR NewswireArchivedNeutral tone
CAI Software Acquires PlanetTogether; Strengthening Advanced Planning and Scheduling Capabilities Across Manufacturing
- Published
- 25 Jun 2026 00:28
- Catalyst
- Historical snapshot
- Coverage
- Direct company
- Duplicates
- 1 consolidated
Jun
20
2026
Motley FoolArchivedNeutral tone
Move Over Marvell, Here Are the Next 2 $1 Trillion Semiconductor Stocks
- Published
- 20 Jun 2026 12:28
- Catalyst
- Historical snapshot
- Coverage
- Direct company
- Duplicates
- 1 consolidated
Jun
19
2026
Insider MonkeyArchivedNeutral tone
Semiconductor Demand Powered Camtek Ltd.’s (CAMT) Strength
- Published
- 19 Jun 2026 13:48
- Catalyst
- Historical snapshot
- Coverage
- Direct company
- Duplicates
- 1 consolidated
Jun
19
2026
NerdWalletArchivedPositive tone
7 Best-Performing Semiconductor Stocks for June 2026
- Published
- 19 Jun 2026 04:08
- Catalyst
- Historical snapshot
- Coverage
- Direct company
- Duplicates
- 1 consolidated
How the page works
How to read the score
It describes the weighted balance of qualifying headlines. A score of 50 can mean a balanced tape or that direction has been withheld for insufficient evidence; the status label distinguishes them.
Confidence measures depth, source breadth, direct relevance, freshness and agreement. It does not rise merely because the tone is extreme.
Weekly price response, trend and fair-value position test whether the market is accepting or rejecting the news. They never rewrite the news score.
The page describes completed evidence available at the stated time. It is research context, not a forecast, recommendation, target or execution instruction.