Hi WTAN,According to an insider working at SMEE
-The Prototype of the SMEE 28nm Immerssion Lithograph is currently being manufactured and will be ready soon.
-3 units of 28nm Lithographs are being made and SMIC and Huawei are getting one each. They will use it for trials and verification.
-The SMIC 40nm FAB will be completed end of this year. The 28nm FAB will begin construction next year for completion in 2022. However with the SMIC sanction this will definitely be built much faster. After the 28nm FAB will come the 14nm FAB.
This US sanctions wont affect SMIC much. As i have said before 14nm Chips only make up 2% of SMIC sales. Once the new 28nm and 40nm FABs are built their sales will return to normal. Sales will actually increase as the new 28nm FAB in Shanghai is huge.
SMIC will also continue to operate their existing FABs with foreign equipment normally in the mean time as they have stockpiled enough parts and supplies. (Look at the Nikkei article below) They will also be able to get parts locally from other FABs which operate the same equipment or other suppliers.
They may even have enough parts to go ahead and produce their N+1 Chips and possibly supply Huawei.
They can also continue to produce 14nm chips.
SMIC also recently raised USD 6.6 Billion in an IPO in Shanghai recently and they will use it to build several large FABs equipped with China made Semiconductor equipment.
Is SMIC officially sanction? from what I read from the post of AndrewS is that the US only warn suppliers of SMIC supplying the Chinese military? If they're not sanction then SMIC cant supply Huawei?
from AndrewS
Looks like SMIC is not actually on the Entity List.
The US is *warning* US suppliers they can't ship controlled items to SMIC, which could be for military use.
The commerce department writes to suppliers, warning of risks linked to the Chinese military.