Patel estimates SMIC yield by analyzing tool orders since companies don't publicly disclose China sales.
“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.”
Patel estimates SMIC's seven nanometer yield at 60-70% based on tool orders and Huawei's phone shipment volumes.
“And the third was looking at the volumes and such, right? So how many tools have they ordered?”