Hi bro my assumption is that SN1 produced its first 14nm in 2019.The overwhelming assumption is SMIC producing 14nm or anything below in China.
But it's almost mutually exclusively. If SMIC maintains 14nm/12nm line that will take away 7nm, 5nm production capacity. If 7nm line is maintained, it will take away 14nm/12nm, 5nm production.
Assuming SMIC has limited capacity, it cant produce 14/12nm, 7nm, 5nm all simulatenously unless SMIC has expanded to multiple lines or there are other players are doing the production,
Do you know if SMIC has 14nm/12nm, 7nm and 5nm lines are setup and running ALL simulatenously? They are all finfet tech and use the same resources.
Assuming SN1 is setup for 7nm for huawei. Where's the fab for 12nm for Loongson? SN2? where's the fab for 5nm?
You can't have SN1 running at 7nm yesterday and 12nm today and 5nm tommorrow.
Nanjing TSMC line only setup do 16nm, it can't do anything else.
Truth to be told, SMIC has been producing chips using its 14nm-class manufacturing technology since late 2019 (one of the products is Huawei's HiSilicon Kirin 710A) at its SN1
N+1 is a sub 10nm is a experimental chip equivalent to Samsung 8nm, as they transition their production line for N+2 7nm line. Here I think a domestic solution may have found for 14nm line, Tianjin and Shenzhen FAB (the Chinese refer them as 28nm FAB line
As @tphuang mentioned SN1 had a capacity of 35k WPM in 2023 and SN2 after finishing its construction is still calibrating its ASML equipment and may have start operation in 2024. And all Shanghai FAB will be using ASML machine even the rumored Huawei FAB (obtain 2 2nd hand NXT 1980i) as they had an established eco system.
SO where did China gets its 14nm chip? Nobody seems to talk about it anymore like yesterday news. And what about the recently finished SMIC Beijing FAB? IF we connect the dot maybe SMIC Beijing is the new 7nm domestic line that the article may have assume.