40 Comments

Restricting China is a bad idea. We restricted them from the International space station and they built their own two decades later. Their space station looks like an apple store inside while the ISS looks more like garbage disposal. The Chinese station will be the only space station humanity will have as the ISS is nearing retirement in the next 3-4 years.

Soon with their cost efficiency, they will produce EUV lithography machines like pancakes. And we will be able to buy them in Costco for 599.99$ at Christmas season.

Restricting China is really short sighted. We need to get them integrated in the supply chain before they build their own and making ours unprofitable.

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TSMC N7 is the new 'everything tastes like chicken'

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All Chinese media and social media delete and block SMIC 7nm News and post.

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Intel is WELLLLLL ahead of SMIC, so they are only "third behind TSMC & Samsung" if talking primarily pure-play foundries, and even THAT doesn't make a ton of sense after IDM. 🤷

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SMIC really did something spectacular here. They copied TSMC N7, which doesn't use EUV. They didn't even copy it good enough to implement scaled logic or bitcell memory (hence why its on a mining ASIC). And they did it 5 years later when TSMC are two nodes ahead. Don't be fooled into thinking the Chinese did something special, they are just copying and pretending they are innovating.

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Are there any homegrown efforts to develop EUV? What is China's plan to keep up with advancements if they don't have access to EUV?

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If it is comparable to TSMC 7nm node, isn’t it also comparable to Intel 10nm? Why is it better than everything made in the USA? Also, do you have transistor densities, or performance numbers?

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