SMIC - 2015 is a pivotal year for SMIC as it seeks to ramp 28nm with the help of Qualcomm. If it can execute on its planned yield curve and optimisation, it can grow its TAM sharply in foundry. China policy in building up a domestic semis eco-system will prove to be a major tailwind for SMIC, with a raft of incentives to accelerate market share.

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