Overview

• TechInsights found that Huawei’s newly launched MateBook Fold Ultimate Design uses the Kirin X90 SoC built on SMIC’s two-year-old 7nm N+2 process.
• The reliance on a 7nm node shows SMIC has not yet achieved a scalable 5nm-equivalent process due to US technology restrictions.
• US export controls have blocked SMIC’s access to extreme ultraviolet lithography and other advanced manufacturing tools.
• Huawei markets the foldable laptop as part of its strategy to build a self-reliant hardware and software ecosystem under HarmonyOS.
• US officials are considering revoking verified end user licenses that permit shipments of critical chipmaking equipment to Chinese fabs.