In late August 2023, Huawei, the global telecommunications powerhouse, made a decisive re-entry into the proprietary smartphone chip market. The launch of the Huawei Mate 60 Pro, powered by the much-anticipated Kirin 9000S, a seven-nanometer class chip, marks a crucial turning point in Huawei's technological journey, sparking extensive industry dialogue.
SMIC used ASML lithography machines to produce those chips. Thry can’t buy more of them and can’t get spare parts. It will be more tectonic when China can produce such lithography machines, but I wouldn’t hold my breath.