4 ms·
Asianometry released a video yesterday related to this. https://www.youtube.com/watch?v=dQGnwKBxAKk https://www.youtube.com/watch?v=dQGnwKBxAKk While stating
by chrisjc 4y ago
Asianometry released a video yesterday related to this.
https://www.youtube.com/watch?v=dQGnwKBxAKk https://www.youtube.com/watch?v=dQGnwKBxAKk
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.
- sudosysgen 4y agoI disagree with the Asianometry video. SMIC is not 4-6 years behind, they are at most 3 years behind. They have been operating this node commercially for at least a year, and TSMC came out with N7 in 2018. It's more than likely also that they have been producing at appreciable volume for the Chinese government before then - see Chinese supercomputers not showing up on Top500 as corroboration, but being credibly rumoured to be at the top 2 spots. The note about economic competitiveness is bizarre. If TSMC was more economical than SMIC, Minerva would have went with TSMC. And it's clear they are not selling at a loss, because their earnings report <28nm category has been increasing profit. I suggest sticking to the SemiAnalysis report, honestly. Asianometry has no additional information, and the video lacks some of it. The rest is going beyond or against the information we have.