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#SMIC could be the next foundry to join the backside power race, as limited access to cutting-edge EUV makes further node scaling increasingly challen...

What happened

TrendForce reports SMIC developing Backside Power Delivery (BSPD) for N7/N5 nodes using domestic equipment to counter limited EUV access. This strategic move aims to maintain node scaling capabilities despite supply constraints. Watch - R&D milestone with no immediate price impact.

Impact and signal

Low impactImpact score: 10/100

Affected components and suppliers

R&DEUVBSPDSMIC

Source and time

Source: TrendForce Official (Market Data) · 9/16/2026 · View original source

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