Chinese semiconductor industry

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foofy

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@foofy Sir is this related to your previous post regarding ICRD?

Havok:
SMEE 60nm dry double-stage lithography machine was verified at ICRD. Domestic large silicon wafers, photoresist, etc. are also there to verify with the lithography machine. ICRD has replaced imported equipment on the 16nm and below process verification line with the exception of immersion lithography machines with domestic equipment. This line has a production capacity of about 5,000 wafers/year and is currently being test and verification.

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第3页,东方晶源电子束晶圆检测装备研发生产基地项目正式签约落地-IT与通讯技术-≡ 超级百科与探索区≡-。创于2002年的超级大本营军事论坛,提供国防教育、爱国主义科普、军事装备、战争历史、时事热点、战略评论等全方位专业军事讨论平台。
lt.cjdby.net
上微新干式双工件台光刻机在ICRD验证。国产大硅片、光刻胶等也一起在那里配合光刻机验证。ICRD已经把16nm及以下工艺验证线上除浸没光刻机外的其他一些进口设备全换成了国产设备,这条线产能约5000片/年,目前正在调试。

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Yes. Double patterning will be verified in this line.
 

krautmeister

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I should really spend my evening doing else but alas, no. As long as downstream industries can use foreign intermediaries, they should while simultaneously supporting domestic equivalents. EDA is a software product. All software products are straight forward. You can optimize the software for a particular line but that's not a particularly difficult problem, just standard SWE. You can broadly support state-support for innovation while at the same time, also supporting markets. They aren't exclusionary.
That would make more sense if the US government followed their own ideological speeches. Unfortunately, we all know how America rolls.
 

krautmeister

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In a general case, there is no reason to buy anything from SMEE or CETC unless they can outcompete foreign products on the cost/performance parameters. Since the political dynamics are different, then China should make indigenization a priority but generally, autarky is inefficient and should be eschewed.
Tell that to the Americans. They are just full of ideological rhetoric, but at the end of the day, when they aren't the top dogs, they forget about free markets with their autarkic ways.
 
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Tell that to the Americans. They are just full of ideological rhetoric, but at the end of the day, when they aren't the top dogs, they forget about free markets with their autarkic ways.
What does this have to do about software development?
 

krautmeister

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My “speech” is not about “free market” software development. It’s just how software development works, everywhere. It’s not ideological, and the fact that you seem to project ideology onto it says a lot about how much you know about this industry. If I’m telling you how an industry works and you read that as enforcing an ideology then you’re tough out of luck understanding anything about these technologies and I seriously hope you never get to run anything touching China’s software development policies.
Funny you say that because I sense a high degree of ideological bias on your part. My question is why the willing ignorance of the strategic environment. You've been advocating free markets for sanctioned items that everybody knows will prevent China sales for anything designed <=14nm. The question is why? If that doesn't scream ideological bias, I don't know what does? Anybody supporting this obvious nonsense and then claiming technical reasons to support sanctioned products sounds highly dubious.
 

ansy1968

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Because Havok edited and hide his replied.. Lol

Must have been invited to tea session.
@foofy Sir thanks for the info ;) , the way I see it now, the urgency had been heard and its been fast track, The breakthrough that I'm hoping for is being accomplished :D, if the verification is successful for the 16nm then going to 7nm next year is a possibility. Again trying to hold in my optimism but as we all know we're talking China here , she had given out so many surprises before and when it set her mind on an objective it usually bear positive result. And Sir again I reiterate my gratitude to you , @WTAN @Oldschool and others about first hand info coming strait from the sources. It had given us SDF members accurate knowledge of current Chinese core capabilities and its tech standing worldwide.
 

Nutrient

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[Chinese EDA] are basically competing with a global triopoly (Cadence, Synopsys, Mentor Graphics) who each have thousands of programmers while the entire EDA software industry in China numbers around 300 technical staff.
Synopsys's thousands of EDA programmers are irrelevant to China while Synopsys is essentially excluded from China -- by the US itself. Yes, the software may still be legal to sell in the country (I actually don't know if it is), but if the products made by using it are sanctioned, it's as good as banned.

This means that Chinese EDA companies like Empyrean, Primarius, and (soon) X-Epic have an enormous opportunity to dominate what may soon be the world's largest market for semiconductor designs.


This is a major reason why China has struggled mightily in certain industries despite pouring many billions into certain areas because they haven't reached critical mass in those areas.
True. Until recently (like the last 10-15 years), China was extremely undeveloped; the technological base did not exist. But that has changed.


China now has the opportunity to break that triopoly (Cadence, Synopsis, Mentor Graphics) because they will soon have their own end-to-end semiconductor equipment solutions that their own EDA companies can work directly with. It helps alot that American legislators are so stupid as to harm their own monopolies by incentivizing and dare I say, FORCING China to create their own alternatives.
Precisely!
 

Arcgem

New Member
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I think you are arguing past each other. There is a right and wrong way for the Chinese government to support the semiconductor industry. The wrong way would be to simply use tariffs and subsides to distort prices without changing the market status quo. The right way would be to encourage R&D through incentives such that once the Chinese ecosystem takes off the "free market" settles into a new status quo, where Chinese firms offer competitive alternatives even without any further government intervention.

In the meantime, firms will decide what to buy according to their own cost-benefit and risk assessments. Once the risk of being denied foreign equipment outweighs the risk of adopting domestic tech, they will naturally gravitate toward that new option. And it looks like the tech war is only going to grow.

As I said before, teaching a certain EDA tool does not necessarily "lock in" students anymore than teaching Java locks in students to working for Oracle or Google Android. If anything, familiarity with current EDA tools is necessary to begin the traditional reverse-engineering process of rewriting design specifications.

As long as students are taught how the tools are implemented, it does not really matter where the tool comes from. Kind of like reimplementing a simple finite-element analysis algorithm or a rectangle-packing algorithm as a final project, things almost every CAD tool can perform at a press of a button. Once the fundamentals are there, optimizing comes naturally through research and benchmarking over and over again.
 
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