Yeah that's one of the few on the record announcements we have and it is a good sign but in the interim it's hard to really know where things are and we probably won't get many more announcements like that one. Further this is a roadmap, not an announcement of where the currently are. Still it is pretty encouraging but I'm going to wait until I see them come out with at least some of the stuff on that roadmap before assuming they are really on track.
Chinese semiconductor thread II
- Thread starter vincent
- Start date
It is going to get worse for UMC. Hua Hong Wuxi Phase II will add 100k wpm 55-40nm. Nexchip and SMIC are quickly growing 40-28nm capacity.
I estimate that after Hua Hong Wuxi Phase III is done in late 2020s, which I expect will be for 28nm, just Hua Hong alone will have more chipmaking capacity than UMC.
I estimate that after Hua Hong Wuxi Phase III is done in late 2020s, which I expect will be for 28nm, just Hua Hong alone will have more chipmaking capacity than UMC.
Even though the road map isn't an official announcement, we should treat it as such because it's an official source that gives us information about the situation on the ground.
If Huawei thinks they'll get advanced nodes by 2028 and tells everyone, we should probably believe them because we don't know any better.