v2AI assisted45,008+28,235
Major expansion (16.8k to 45k chars). Rewrote process technology to separate company statements, teardown evidence and volume production across N+1/N+2/N+3 and the 5nm question, with TechInsights and SemiAnalysis measurements attributed and dated. New sections on DUV multi-patterning yield and cost economics, and on advanced-node capacity allocation between Huawei and the listed Chinese AI chip designers. Correction: teardowns found TSMC N7 dies in Ascend 910B/910C rather than SMIC N+1. Entity List citation corrected to 85 FR 83416 and kept distinct from the DoD Section 1260H designation at 91 FR 35189. Financials brought to Q1 2026. Wikipedia citations replaced with SMIC releases, Federal Register text, TechInsights, SemiAnalysis and TrendForce.
5d ago·Aug 1, 2026, 08:52 AM