Chinese Sanctions Benefitting Chinese As SMIC On Road To 5nm In 2025 Summary – China sanctions are aiding Chinese equipment companies as HoH growth is 4x greater than non-Chinese equipment companies. – Sanctions have also proven ineffective as Chinese companies SMIC have reached the 7nm node and YTC is selling NAND chips to Apple. – SMIC has been developing its 5nm node chips without embargoed EUV lithography since 2021 and will reach production in 2025. – China added a massive 47,400 new chip-related businesses in 2021 after recording 23,100 in 2020. – This idea was discussed in more depth with…