aog T(@Taog_1575):SMIC roadmap shows no EUV joint production by 2030…. Source is from a credible people who truely has industry information. But of course, roadmap may change due to the progress of tool and other technology, but at least for now it seems like SMIC did not anticipate EUV to be ready by 2030. And based on their current roadmap, a >10 year gap is between TSMC and SMIC on 2030, enlarge from my previous estimated 6 year gap with N+3 vs N7+/N6.

2026.10.03 02:55

SMIC roadmap shows no EUV joint production by 2030…. Source is from a credible people who truely has industry information. But of course, roadmap may change due to the progress of tool and other technology, but at least for now it seems like SMIC did not anticipate EUV to be ready by 2030. And based on their current roadmap, a >10 year gap is between TSMC and SMIC on 2030, enlarge from my previous estimated 6 year gap with N+3 vs N7+/N6.