Alright, a little more on Huawei and the domestic chip. The insider that posted it (well at least he is known to have good info in the past) has already deleted that post. I'm sure that attracted more attention than he wanted.
In that same post's comment, he mentioned that 7nm chip will be available for Huawei by 2025. 7nm is basically SMIC's N+2 process and close to the earlier Samsung 5nm in performance IIRC. As such, a stacked SMIC 7nm chipset would be quite advanced. It would also indicate to me that SN2 production has been raised by then. I cannot imagine a scenario where smartphone CPU would be among the first items to be allocated capacity for SMIC's SN2 plant. That tells me we should be seeing N+2 production starting this year for chips to be released on the market by 2024. The initially chips imo will be server chips and maybe some desktop CPUs. Once they've mastered the production techniques, they'd be able to move to more advanced GPUs and smartphone chips by sometimes in 2024 or early 2025.
Now today, I saw a post where someone asked him about 12nm 5G chip again. In a rather shy response, he pointed to Huawei Enjoy 50z. From what I can see, it makes no mention of CPU and doesn't support 5G
.
Unlike Huawei Enjoy 50 which is stated to use Kirin 700 series. There is nothing listed for 50z from what I can see.
That would suggest to me that a different version of this will come out in 2023 that will be stacked 12nm and support 5G. Again, I don't see anyone other than SMIC for this.