SMIC Roadmap Reportedly Shows No EUV Production by 2030, TSMC Gap May Exceed 10 Years
teortaxesTex · x · 2026-10-03
According to a source with industry knowledge, SMIC's latest roadmap shows no EUV joint production before 2030. Based on the current roadmap, the process gap between SMIC and TSMC in 2030 would exceed 10 years — widening from the source's earlier 6-year estimate based on N+3 vs N7+/N6.
Commentator teortaxesTex finds the assessment plausible: EUV remains speculative and SMIC has no control over its timeline; Huawei's Ascend roadmap was adjusted before, and upstream tool progress could force SMIC to adjust as well.
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