StockDuty Jun 19, 2026 11:51 PM ET
CatalystChina/HK

We've known for a yr that YMTC was tuning up a fully Chinese production line for SOTA SSD this yr.

We've known for a yr that YMTC was tuning up a fully Chinese production line for SOTA SSD this yr. Multiple suppliers have reported getting revenue in 2025 from Arf lithography machines. Now, we have article confirming delivery to SMIC for 7nm production last yr. Com'on, keep up with the times. This is just getting embarrassing if you are still one of those that think China is a decade away. — via @tphuang
SMIC 7nm Arf litho delivery and YMTC fully Chinese SSD line signal key semiconductor progress.
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