Chinese fabs are pushing toward N+2 and N+3 process technology
teortaxesTex · x · 2026-07-21
Chinese fabs are pushing toward N+2 and N+3
The post claims that serious Chinese fabs are moving toward N+2 and N+3 process tech, and that there will be more fabs than SMIC. The point is not a single company win, but that China is brute-forcing an entire dynamic ecosystem.
The attached screenshot reinforces the same argument: knowledge and capability are spreading, and SMIC is being pushed toward licensing newer process levels.
The underlying message is about semiconductor capability diffusion and industrial scaling, which has direct implications for compute supply, AI infrastructure, and the broader chip ecosystem.
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