Chinese semiconductor thread II

[tokenanalyst]

Wavefront fitting of different obscuration shapes in anamorphic extreme ultraviolet lithography projection objective.​

Abstract​

The anamorphic extreme ultraviolet lithography (EUVL) projection objective (NA=0.55) features an elliptical entrance pupil and a circular exit pupil with central obscuration. However, wavefront fitting using conventional Zernike polynomials is limited to circular/annular pupils. In this paper, orthonormal polynomials are constructed for different pupils. Three types of central obscurations are analyzed, and the selection of optimal obscuration shape is discussed in the context of balancing wavefront fitting accuracy and obscuration area. The simulation results prove the effectiveness of these polynomials in fitting accuracy and stability, bridging the gap between traditional wavefront fitting and the demand of anamorphic EUVL system.​

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[tokenanalyst]

AI assisted etch models​

SEIDA Technology Co., Ltd.

Abstract​

While etch models have attracted great interest for the detection of post-etch hotspots and model-based retargeting at advanced node, the model accuracy remains a challenge due to the difficulty in describing the complex etch process with empirical features or kernels. In this paper, we explore a novel machine learning (ML) approach for etch modeling. Instead of modeling variable etch bias, a full image-based flow, from data collection to model calibration, is developed. We demonstrate that the ML etch model gives significant model accuracy improvement compared with the traditional empirical kernel-based model. Furthermore, our ML etch model can be extended to the prediction of three-dimensional post-etch profile.​

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[tokenanalyst]

A process-parameter-driven cross-attention convolutional autoencoder for high-precision critical dimension prediction​

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Abstract​

Critical dimension (CD) prediction methods have shifted from physical modeling to machine learning, among which the convolutional autoencoder (CAE) has emerged as a representative technique due to its end-to-end processing capability and high-fidelity spatial feature extraction performance. However, CAE-based prediction ignores information such as process parameters that affect CD, resulting in insufficient model prediction accuracy in cross-process scenarios. To address this issue, this study proposes a process-parameter-driven cross-attention convolutional autoencoder (PCA-CAE) based on the wafer height map (WHM), which is a data source often overlooked in manufacturing yet of great value. The model takes process parameters as inputs and dynamically modulates the weights of morphological features via a cross-attention network. Experimental results demonstrate that PCA-CAE achieves higher prediction accuracy than the conventional CAE in cross-process scenarios.​

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[Maikeru]

https://twitter.com/i/web/status/1998143719854551384

THANK YOU FOR YOUR ATTENTION TO THIS MATTER!!!

Edit: I'm not sure this is a good deal for China, but the wailing and gnashing of teeth from the pro-sanctions lobby on X is something to behold!

 

[Wrought]

https://twitter.com/i/web/status/1998143719854551384

THANK YOU FOR YOUR ATTENTION TO THIS MATTER!!!

Edit: I'm not sure this is a good deal for China, but the wailing and gnashing of teeth from the pro-sanctions lobby on X is something to behold!

NYT piece on the same, which is somewhat more coherent than mainlining raw Trump-speak. I agree the decision is notable mostly for its signalling on the trajectory of internal infighting. Hawks took a big L.

The decision is a major win for Jensen Huang. Nvidia’s chief executive, who spent months lobbying the White House to ease its export restrictions. The move is also a departure for Mr. Trump, whose administration initially promised to restrict sales of A.I. chips to China. The early position had support across much of Washington, and a looser policy that has become clear in recent months has drawn bipartisan complaints from Congress. Last week, six senators, including Pete Ricketts, a Republican from Nebraska, and Chris Coons, a Democrat from Delaware,

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that would limit the sale of A.I. chips to China.

The administration’s shift followed a campaign by Mr. Huang and David Sacks, its A.I. and crypto czar, who have pushed back on national security concerns regarding A.I. chips. They have argued that increasing Nvidia’s sales to China would make Chinese companies dependent on its technology and give it more money to develop future generations of chips. Mr. Huang met with Mr. Trump at the White House last week, and

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the executive afterward, saying, “He’s done an amazing job.”

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That being said, H200 is a good chip and probably worth buying. Domestic manufacturers need to step up their game to compete (of course with appropriate support measures as needed).

 

[tphuang]

I mean they have already been smuggling so much chips from other channels. This just allows it to go directly instead of through Malaysia or UAE. I don't think this stops the Blackwell smuggling.

 

[swcc]

China Reaches New Semiconductor Milestone as TechInsights Confirms First Commercial STT-MRAM Shipments​

3 Min Read December 8, 2025

Over the coming weeks TechInsights will continue to undertake detailed and complete technical analysis of the STT-MRAM Chip.

China’s semiconductor industry has taken a major step forward. TechInsights analysis confirms that

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, marking the first commercially available emerging memory technology produced in China.

This breakthrough positions China as a growing contender in the

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, with Siproin’s devices targeting embedded, IoT, industrial, and automotive applications that require fast, durable, non-volatile memory. The commercial release also suggests that Chinese foundries—likely SMIC—have successfully mastered the complex manufacturing processes behind STT-MRAM, a significant technical achievement.

Siproin’s progress

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, joining CXMT’s DRAM and YMTC’s 3D NAND to form an increasingly complete domestic memory ecosystem. The timing is critical as U.S. export controls accelerate China’s drive for semiconductor independence.

For major global memory vendors such as Samsung, Micron, SK hynix, and Everspin, the emergence of commercial Chinese MRAM introduces new competition in sectors governments consider high priority, including industrial control systems and IoT edge devices.

TechInsights’ analysis shows that the performance gap between Chinese MRAM and leading global manufacturers is narrowing, with functional parity possible within 3–5 years given China’s scale, investment, and momentum.

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That last sentence...

Their twitter post is weird

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With that wording they say the stt-mram will be on parity in 3-5 years not dram, but of course their website should be taken more seriously

 

[wuguanhui]

Hawks took a big L.

Those hawks should have tried lobbying Beijing instead: "Tariff Nvidia! American chips have backdoors! Support domestic Chinese semi industry! Delete A! "

 

[tphuang]

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RockChip says its RK3588 SoC is already used in humanoid robot, quadruped robot, service robot, industrial inspection robot, AGVs & cleaning robots. Works with Unitree, Ecovacs, Deep Robotics & Geek+ Robotics among others. It's basically the flagship standard SoC for AIoT.