Chinese semiconductor thread II

[sunnymaxi]

I suspect this is bogus information. Those 3 fabs are likely the 100,000 wpm SMIC 28 nm fabs at Shanghai, Beijing, and Tianjin. But those are unable to make leading edge chips.

Only SMIC SMSC can make FinFET chips and that should have 70,000 wpm capacity with the recent expansion.

China has also had imports of the best immersion lithography tools banned. So the expansion likely used already imported tools.

Unless Chinese industry magically delivered the immersion lithography tools but I am less than hopeful.

yes. this expansion likely came from ASML machines. they have imported enough machines in 2024.

but what about other important tools. all Non-Litho advanced tools have banned since October, 2022 by the USA.. the advancement of domestic tools like Metrology , Etching and others made it possible to expand advance node capacity now. and by next year 7nm/5nm total capacity will reach 100k wpm.. this is almost done.

The biggest outcome of this expansion is, these lines are made with Non-American tools. as per FT 90% localized lines.. most likely DUVi , Photoresists are imported one. rest all are domestically produced tools.

There is one more important fab located in ''Dongguan''.. that too capable of FinFet chips. you will hear noise soon or probably next year.

 

[interestedseal]

I suspect this is bogus information. Those 3 fabs are likely the 100,000 wpm SMIC 28 nm fabs at Shanghai, Beijing, and Tianjin. But those are unable to make leading edge chips.

Only SMIC SMSC can make FinFET chips and that should have 70,000 wpm capacity with the recent expansion.

China has also had imports of the best immersion lithography tools banned. So the expansion likely used already imported tools.

Unless Chinese industry magically delivered the immersion lithography tools but I am less than hopeful.

SMIC was the first to make FinFET but definitely not the only one now. Huahong and maybe SiEn and several Shenzhen based fabs listed below are FinFET capable

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深重投在Fab厂的投资主要包括昇维旭、方正微、鹏芯微、鹏新旭、深爱半导体、鹏进高科、经纬开物等，涉及硅基及第三代半导体。

 

[def333]

There is one more important fab located in ''Dongguan''.. that too capable of FinFet chips. you will hear noise soon or probably next year.

As far as I know, there aren’t any advanced fabs operating or under construction there — the leading-edge projects are really concentrated in Beijing, Shanghai.

 

[gelgoog]

SMIC was the first to make FinFET but definitely not the only one now. Huahong and maybe SiEn and several Shenzhen based fabs listed below are FinFET capable

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It's a nice link but it says nothing about any of those fabs using FinFET.

As for Hua Hong i.e. HLMC they were supposedly working on it. But then nothing.

Zhaoxin used to use HLMC to make its 28 nm process CPUs. But then they switched to TSMC 16 nm FinFET. Now they use 7 nm which I suspect is SMIC.

 

[latenlazy]

It's a nice link but it says nothing about any of those fabs using FinFET.

As for Hua Hong i.e. HLMC they were supposedly working on it. But then nothing.

There have been a lot of “then nothing” over the last 2-3 years. Either it was all hype or it’s opsec

 

[gelgoog]

Well, Hua Hong thus far is not investing in leading edge capacity. I suspect this will change with the new leadership though. The CEO is already trying to acquire HLMC and wanting to expand 28/22 nm planar gate production.

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[huemens]

Analysis of Huawei's latest server chip KunPeng 930

• Based on SRAM density he concludes the process node for CPU dies to be TSMC N5 family.
• Packaging has CN mark and packaging type is different from KunPeng 920 (which was TSMC 7nm)
• 2 chiplets of 40 Taishan cores each, totaling 80 CPU cores
• 2 IO chiplets
• 2 MiB dedicated L2 cache per core and 91MiB shared L3 cache per chiplet

 

[LanceD23]

One fabrication plant dedicated to producing Huawei’s AI processors is scheduled to start production as soon as the end of this year, while two more are due to launch next year, said two people with knowledge of the plans.
While the new plants are designed to specifically support Huawei, it is not clear who exactly owns them. Huawei denied having plans to launch its own fabs and did not provide further details.
Combined capacity from these three new plants, once fully ramped up, could exceed the current total output of similar lines at Semiconductor Manufacturing International Corporation (SMIC), China’s leading fab, according to those people with knowledge of the effort.
The people added that SMIC also planned to double its capacity next year for making chips at 7 nanometres — the most advanced mass-produced type in China. Huawei is SMIC’s largest customer at present for such processor lines.

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It makes sense to me.
A while back it was suggested to government that capacity needed to dedicated to Huawei so SMIC could free to do others. Like the ramp up of the 12nm loongson. This being used broadly.

I suspect it's a collaboration among government, Huawei, and others.

Huawei's associate Sicarrier has a branch that makes DUVi

 

[def333]

Huawei's associate Sicarrier has a branch that makes DUVi

No DUVi manufacturing tech at Sicarrier.

 

[LanceD23]

No DUVi manufacturing tech at Sicarrier.

There's one. And it's at Shanghai.
I will give you the name next time