Ryan Leung 梁興盛, CFA(@RYANHINGSHING):@lithos_graphein @ShanghaoJin @orstep3oxj @xueyuanjoey Yes, that’s what I calculated in the past. I think he wanted to calculate the cost of a larger chip like the Ascend 910B this time. So, I think the cost of a wafer is ~1.4x–1.5x, and SMIC’s yield could be 1/2 to 1/3 of TSMC’s. In this case, it could be 3x

Ryan Leung 梁興盛, CFA

@RYANHINGSHING

buyside equity analyst. Tech/Fin Not investment advice. Do your own research. DM open/用Twitter只為交友廣東鐵粉/Guangdong food propagandist

가입 March 2023

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Ryan Leung 梁興盛, CFA@RYANHINGSHING

2026.07.10 15:52

@lithos_graphein @ShanghaoJin @orstep3oxj @xueyuanjoey Yes, that’s what I calculated in the past. I think he wanted to calculate the cost of a larger chip like the Ascend 910B this time. So, I think the cost of a wafer is ~1.4x–1.5x, and SMIC’s yield could be 1/2 to 1/3 of TSMC’s. In this case, it could be 3x–4.5x? 🤔