SMIC
other on 3 shows · 0 statements across 0 episodes
TBPN 7 
All-In 2 
Big Technology 1
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TBPN 7All-In 2Big Technology 1
2026 8 mentions in 4 episodes 2 per episode
2025 2 mentions in 2 episodes 1 per episode
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4 statements about SMIC, every show
Cherney: China Cannot Effectively Produce Sub-Leading-Edge Transistors Without EUV Machines
“They run up to up to the limit of like, they can't buy UV machines. The big ones that Lauren was just talking about. So if you can't buy those things, it's just fundamentally difficult to make transistors below a certain size and they can't do it effectively.”
Cherney: SMIC cannot effectively manufacture advanced sub-node chips without EUV machines
“Their manufacturing process is, is a lot worse. Like one of the research firms just published an analysis of the sort of one of the new Chinese chips, like homemade by SMIC. And it's like, it's good, but they're, they run up to the limit of, like, they can't b…”
Friedberg: Huawei will outperform Western expectations in 2026
“My number one is Huawei, which I've mentioned in the past. Out of China, I think Huawei's effort to Partner with SMIC to go deeper in the chip stack. And they're just firing on all cylinders. I do think keep an eye on Huawei over the next year. It's going to o…”