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as we all know, in the current chip design, manufacturing, packaging and testing processes, the real threshold is chip manufacturing.

therefore, there are only a handful of manufacturers in the world that truly master chip manufacturing technology below 10nm. it is estimated that there are only four companies, namely tsmc, samsung, intel and smic.

as for other wafer fabs, they do not have the ability and confidence to enter processes below 10nm. for example, globalfoundries and umc stated a few years ago that they will not enter processes below 10nm.

the united states wants to control advanced chip manufacturing processes below 10nm, because chips represent computing power, and behind computing power are technological and economic capabilities.

therefore, a few years ago, the united states issued a ban on china's chip industry. it wanted to lock china's chip manufacturing capabilities at 14nm and prevent it from entering below 14nm. this would facilitate the u.s. chip industry to dominate the world.

under such circumstances, what should china's chip manufacturing leader smic do? what method should it choose to deal with the suppression by the united states?

at that time, there were many speculations. some speculated that smic was focusing on mature technologies, others speculated that it would focus on attacking advanced technologies, and some speculated that it could walk on two legs, etc.

judging from the current situation, smic has made a choice long ago, and the direction is completely correct. currently, smic has become the third largest wafer foundry in the world. at the same time, chip orders are being received softly, and advanced chip production capacity has long been sold out, demand exceeds supply.

smic's choice is to expand mature chip production capacity while not giving up breakthroughs in advanced processes.

from the perspective of expanding production capacity, smic continues to expand production. there are already smic shanghai, smic tianjin, smic shenzhen, smic beijing, smic north, smic south, smic beijing, shanghai lingang, smic shenzhen, chip production bases such as tianjin xiqing cover production lines for 6-inch, 8-inch, and 12-inch processes.

it is also because of the continuous expansion of production capacity that smic's revenue can grow steadily, and its wafer shipments have also grown steadily. eventually, it will surpass globalfoundries and umc in 2024 and secure its third place in the world.

from the perspective of advanced technology, smic has adopted finfet transistor technology since 14nm, and then continued to make downward breakthroughs. now, although smic no longer discloses its chip technology, everyone with a discerning eye understands how kirin 9000s and kirin 9010 came about. , everyone still understands how much nanotechnology it is.

the co-ceo of smic also said before that smic’s advanced chip production capacity has been taken up long ago, and there will be no spare capacity during the year, and the supply of wafers exceeds demand.

it can be seen that smic is in the right direction. it is developing mature processes, expanding production capacity, increasing wafer output, helping more domestic chip companies to manufacture chips, and growing with the supply chain. at the same time, it is also developing advanced processes, making downward breakthroughs, and ultimately will succeed!