SSA800A 28NM DUVI is old news bro, what interest me is the mythical 22nm SSA900A and the 7nm domestic line. I think he maybe referring to this subject as they find a domestic substitution solution. Just look at the timeline nobody talks about 14nm anymore, in 2021 it was the hottest topic. The localization effort lag 1 generation behind SMIC Shanghai FAB which use western equipment, having received ASML NXT 2050i or even 2100i, at least they have a reference point to where the localization development will go as the sanction was enforced.
Now people are talking about N+4 3nm chip and it may take 2 years to realized its full domestic line after its introduction in 2026.
My projection and its timeline
2021
SMIC is already producing N+1 8nm chip while China complete the domestic 14nm line
2022
N+2 7nm chip limit production run
2023
N+2 7nm is in full production and we heard of N+3 5nm development.
2024
Domestic 7nm line complete and late production of N+3 5nm chip.
2025
N+4 3nm chip finished its development and is in production in limited amount
2026
Full scale production of N+3 and the introduction of domestic 5nm line.
Aug 26, 2021 —
China is expected
to achieve full-scale mass
production of
14nm chips by localising the entire
production line and supply chain as early as ...