Sir thanks to both of you , really appreciated your valuable contribution as always.
@WTAN
Once you have developed a completely localised 28nm Manufacturing Line, it is much easier to make improvements to current equipment and take the next step which is to move into 14nm.
SMIC is currently building a De-Americanised 14nm Line.
Sir
@caudaceus and I may want to know if the progress is possible this year? I'M an optimistic person and need to temper my expectation a bit, but I feel there is a major breakthrough and China being tight lip and calm makes me more anxious....LOL
@Oldschool
That's why I am saying TSMC 28nm expansion in 2022 gonna squeeze into SMIC 28nm expansion
Sir copy that, since its SMIC main revenue generator then maybe it may
incentivized them to move up market and focus on the more lucrative 14nm , 12nm and even the 7nm node. Competition is good and TSMC going down the 28nm route again in China for me is a bad business decision on their part, that sector had been
commoditized, why not expand their production in Nanjing by introducing their more advance 14nm ,12nm ,10nm and even their 7nm node. There is NO direct local competition by not doing that it allow SMIC to grow.
Sir In my view that decision is made to please the American, that 28nm node is what they needed ASAP, the new FAB in Arizona will be a white elephant cause the demand is not there and if the main target for export is China it will fail cause the cost will be horrendous.