SMIC
0 statements across 0 episodes · 0 bullish · 2 bearish · 1 people on the record · first statement Jun 26, 2026 by Max Cherney · said 1 times in 1 episodes since 2026 · across every show →
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Jun 26, 2026 bearish
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…”
Jul 10, 2026 bearish
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.”