Overview

• TechInsights confirmed the MateBook Fold uses Huawei’s Kirin X90 chip built on SMIC’s 7nm N+2 process, not the anticipated 5nm node.
• US export controls on advanced lithography equipment have prevented SMIC from scaling a 5nm-equivalent process.
• China’s semiconductor industry remains about three generations behind global leaders such as TSMC, Intel and Samsung, which are advancing toward 2nm technology.
• Huawei is pushing for hardware and software self-reliance by integrating HarmonyOS with domestically made chips in its latest foldable laptop.
• US officials are considering revoking licenses for companies to ship certain chipmaking tools to China, signaling a potential escalation of export restrictions.