China's 7nm Chips: SMIC N+2

Asianometry released a video yesterday related to this. link to this video While stating that SMIC might still be around 4-6 years behind the competition, I was completely shocked to hear it was only that. The next few years are going to be some very interesting times.

…source and closer to home. Chinas covid zero policy just accelerated a decisions already made. >> Every component has domestic ventures to replicate. These have been facing up for decades. Without EUV they have no path forward. There is no EUV without Zeiss and ASML. Meanwhile unless your TSMC with their knowledge your going to have dismal yeilds. link to this video Probably one of the best high level insights into tech mfg in Asia. >>PRC hard tech sectors have exploded in employment and compensation. Broad unemployhment 5% which means new graduates get jobs eventually. There's new youth unemployment stats to discount students in tertiary like west, it's fine at ~20%. Youth? link Tech sector: link…

Supposedly a high level TSMC executive moved to SMIC in 2017 and became co-CEO. So did 200 TSMC engineers. There was a lawsuit a few years ago that TSMC won but it before all this. link to this video link

…vernment. It considers three forms of government that Hume distinguishes: barbarous monarchy, civilized monarchy, and free government (with its two subdivisions, limited monarchy and republic).” So civilized is contrasted with barbarous . link You'd think with SMIC demonstrating 7nm production ( as detailed in depth in this video by Asianometry: link to this video ) you'd think that the US had gotten the hint that the tech cat is out of the bag – or the tech genie has escaped the lamp or whatever metaphor you prefer … A comparison of SMIC's 7nm process versus the competition: link My prediction is that SMIC joins TSMC, Intel, Global Foundries, and Samsung at the top tier of semiconductor manufactur…