FAB SIM v2.4

SMIC AI Wafer Pricing & Foundry Capacity Simulator

⚙️ Fab Capacity & Node Allocation

Context: Reuters reports SMIC raising wafer prices amid surging domestic AI accelerator silicon demand and supply constraints.
+15%
85,000 WSPM
450 mm²
0.25 /cm²
94.5%

💾 Schedule Export

Blended Fab ASP $1,245 +$112 vs. baseline
Monthly Gross Revenue $933.8M 750k 8" Equiv WSPM
Fab Gross Margin 28.4% +3.2% pt uplift
Net Good AI Dies / Wafer 68 dies Murphy Yield: 52.8%
🔬 300mm AI Accelerator Wafer Map (Murphy Yield Distribution)
Good Die Defect / Edge Falloff Gross: 128 | Yield: 52.8%
📊 Foundry Revenue & Capacity Mix by Node
📋 Process Node Line-Item Capacity & Financial Breakdown
Node Family Classification Capacity (WSPM) Base ASP Shocked ASP Cost/Wafer Gross Margin Monthly Rev ($M)
Calculated Runtime Proof: ASP: $1,245 | Rev: $933.8M | Margin: 28.4% | GoodDies: 68
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