Zhao Haijun"This timing difference has brought an even situation that the procured equipment may not be able to form production lines this [2026] year."Feb 25, 2026
China Crunch"SMIC’s next step involves expanding 5nm production from pilot lines in Shanghai to large-scale facilities in Tianjin and Shenzhen, potentially producing up to 30,000 wafers per month by late 2026."Oct 28, 2025
UBS Global Wealth Management"Our prior industry discussions suggested China targets to reach 150K -160K wpm advanced note [mass production] capacity by end-2027."Feb 25, 2026
TechInsights"While SMIC’s N+3 process shows meaningful density improvements, our comparative measurements confirm it remains significantly less scaled than leading commercial 5nm nodes offered by TSMC and Samsung. "Feb 20, 2026
FinancialContent"By late 2025, SMIC’s advanced node capacity has reached an estimated 60,000 wafers per month, a figure expected to double by the end of next year [2026]."Dec 18, 2025
Nikkei Asia"China aims to boost output of relatively advanced [5nm or 5nm-class logic] chips to 100,000 wafers in one to two years, from less than 20,000 currently."Feb 24, 2026
Anton Shilov"N+3 demonstrates that SMIC can still push [mass production] density upwards without EUV, but only at rapidly rising cost and falling yield headroom. "Dec 12, 2025