SemiAnalysis/
Did China just beat Intel?
SemiAnalysis argues SMIC’s N+3 chip for Huawei is a real technical achievement: it reaches near-EUV-like density using DUV, but with much worse cost, complexity, yield, and efficiency. The episode’s bottom line is that China is not catching TSMC or Intel at the leading edge, but domestic chips may still be “good enough” for strategic workloads like phones, inference, and networking.
