On August 29, 2023, Huawei launched its new high-end flagship smartphone, the Mate 60 Pro. The application processor chip, Kirin 9000S, featured in it is produced using SMIC's 7-nanometer process. This demonstrates that China, through SMIC, has gained the manufacturing capacity for advanced semiconductor processes. This report analyzes the technical aspects of SMIC's 7-nanometer advanced process, estimates its actual production capacity, and explores the impact of this development on the global and Taiwanese semiconductor industry.

Table of Contents

1.The New Rollouts of Huawei and SMIC

1.1 The Huawei Mate 60 Pro: High-End Flagship Smartphone Sparks Global Attention

1.2 Kirin 9000S Reveals SMIC's Ability for 7nm Process Mass Production

2. Analysis of SMIC's 7nm Process Technology

3.Estimation of SMIC's 7nm Process Production Capacity

3.1 Equipment Sources and Factory Locations for SMIC's 7nm Process

3.2 Estimation of SMIC's 7nm Process Capacity Based on Huawei Mate 60 Pro Sales Target

4.MIC Perspective

4.1 China Has Established Stable Advanced Process Capabilities, But Production Capacity Still Constrained

4.2 The US Continues New Export Controls

Appendix

List of Companies

List of Figures

Figure 1 Illustration of SADP Process

Table of Contents

1.The New Rollouts of Huawei and SMIC

1.1 The Huawei Mate 60 Pro: High-End Flagship Smartphone Sparks Global Attention

1.2 Kirin 9000S Reveals SMIC's Ability for 7nm Process Mass Production

2. Analysis of SMIC's 7nm Process Technology

3.Estimation of SMIC's 7nm Process Production Capacity

3.1 Equipment Sources and Factory Locations for SMIC's 7nm Process

3.2 Estimation of SMIC's 7nm Process Capacity Based on Huawei Mate 60 Pro Sales Target

4.MIC Perspective

4.1 China Has Established Stable Advanced Process Capabilities, But Production Capacity Still Constrained

4.2 The US Continues New Export Controls

Appendix

List of Companies