The Minutes of Dylan Patel on smic https://minutesof.com/dylan-patel/on/smic/ Everything Dylan Patel has said on smic: 2 verbatim quotes between October 2023 and October 2024, each with a timestamp and a link to the recording it… en Sun, 30 Aug 2026 16:22:21 +0000 Patel estimates SMIC's seven nanometer yield at 60-70% based on tool orders and Huawei's phone shipment volume https://minutesof.com/q/c4576003-a819-4d73-be31-8de84338ddba/ https://minutesof.com/q/c4576003-a819-4d73-be31-8de84338ddba/ “And the third was looking at the volumes and such, right? So how many tools have they ordered?” — Hidden Forces Wed, 04 Oct 2023 14:00:36 +0000 smic Patel estimates SMIC yield by analyzing tool orders since companies don't publicly disclose China sales. https://minutesof.com/q/a201cd77-27d6-488a-95a2-1b47357f4bf1/ https://minutesof.com/q/a201cd77-27d6-488a-95a2-1b47357f4bf1/ “And you have to do a lot of napkin math to figure this out because no one publicly releases how many tools SMIC is buying from them.” — Hidden Forces Wed, 04 Oct 2023 14:00:36 +0000 smic