antiterror13
Brigadier
Yandong domestic 28 nm line will be operation second half of 2026
with local lithography?
Yandong domestic 28 nm line will be operation second half of 2026

I think it's important to consider that N+2 itself underwent improvement from 2023 to 2024 (with 9000S to 9020) in terms of fixing some process issues, stability and such. Until we get to a point where N+2 seems like a relatively mature process now.It really seems a kind of "N6" meaning that, as you said is half way between SMIC N+2 and a 5m node.
It took them some long years to reach this point from N+2....the next step will be with EUV. IMHO it makes more sense to just stop here and dedicate resources to increase yield at this N+3.
Once they will have the EUV they will shrink further. IIRC this was what their CTO/CEO Liang Mong Song stated already few years ago.
This is already more than enough for AI. Also SMIC N+2 is already ok for AI, yield and capacity are the real targets to pursue.
Crazy to see South Korea dominating half of all sales , even above giants like Japan, US and China. The Korean success story is really one where people don’t talk about much .
2025Q3 DRAM and NAND market share according to counterpoint, this is really good stuff from YMTC and CXMT. counterpoint tend to be higher than TrendForce figures.