Who is that guy anyway? Just some stupid random pundit?
Chinese semiconductor industry
- Thread starter Hendrik_2000
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Don't give to much time to information in twitter.
this is another source or the same: Is kinda sketchy.
As a result, the news that "the goal of getting the 28nm lithography machine this year has failed, and Shanghai Microelectronics has not passed the 02 special national acceptance " is not difficult to understand. Of course, there is currently no official response to whether this news is really true. Even if the rumors are true, this pot may not be fully borne by Shanghai Microelectronics.
Where is the domestic "28nm lithography machine" stuck?
As mentioned earlier, the lithography machine involves a lot of parts, of which Shanghai Microelectronics is mainly responsible for system integration, and more core parts are supplied by other domestic suppliers. As long as one of the core components is not fixed, the "28nm lithography machine" will be difficult to succeed.
In the second phase of the 02 special lithography machine project, the set time is: the acceptance of 193nmArF immersion DUV lithography machine in 2021, and the standard product is the DUV lithography machine launched by ASML in 2018: TWINSCAN NXT: 2000i.
According to the data, TWINSCAN NXT:2000i includes a 1.35 NA (NA refers to the numerical aperture of the projection lens) 193 nm catadioptric projection lens, which can achieve production resolutions as low as 40 nm (C-quad) and 38 nm (dipole) Rate, and supports a full field of view size of 26 x 33 mm. Mainly for 7nm logic and advanced process DRAM nodes.
Sounded like citing 马督工. Can be ignored
This whole account is not credible. This China semi is just internet troll.
And guys like fowdy with big following should stop making big statements. It's not good for the China to wake up leadership in the west.
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China accelerates development of SiC MOSFET for power semiconductors
China-based companies such as China Resources Microelectronics (CR Micro), Silian Microelectronics and NCE Power are actively developing high-end power semiconductor product lines.
CR Micro recently launched self-developed 1200V silicon carbide (SiC) MOSFET products for onboard battery chargers in new energy vehicles, charging stations, industrial power supply, solar power photoelectric inverters and wind power generation applications.
Ever since Tesla started equipping its Model 3 with inverters using full SiC MOSFET modules in 2016, global automakers have been accelerating the application of SiC MOSFET.
In 2020, BYD began using SiC power modules in its high-end Han car model. BYD expects to replace all the silicon-based (Si-based) IGBT components in its EVs with SiC components by 2023.
Wolfspeed, Infineon Technologies, Rohm Semiconductor and STMicroelectronics (STM) currently hold 90% of the global SiC market share. Although many China-based manufacturers have launched SiC products, few have the R&D and mass production capabilities for SiC MOSFET. CR Micro's launching of SiC MOSFET indicates China is one step closer to catching up with top international power semiconductor manufacturers.
CR Micro officially launched its first-generation 1200V and 650V industrial-grade SiC Schottky diode power component series of products in 2020. In the same year, it began mass production of its 6-inch enterprise SiC wafer product line, becoming the first in China to do so. In November 2021, CR Micro revealed through an investment platform that it is already mass producing and bringing in revenue from SiC diode products. The company's 6-inch SiC wafer product line is mainly for self-use with a monthly production of 1,000 pieces.
In reality, it is not just power semiconductors that are accelerating in China but the SiC supply chain as well. For example, JSG is planning a CNY5.7 billion private placement, which will primarily be invested in the construction of a SiC substrate chip production base. The base is expected to have an annual production of 400,000 6-inch and larger conductive and semi-insulated SiC substrate chips. Additionally, JSG's SiC epitaxy equipment has already passed customer verification. At the same time, JSG also has plans to set up a testing production line for the growth, cutting and polishing of 6-inch SiC crystals.
This Tom Fowdy is based in Korea. Is he credible?
Skywatcher
Captain
Definitely a troll (last I checked, SMEE doesn't make photoresist).
The C919 is in even worse shape because it is 75% a foreign plane to begin with. It is only called a Chinese plane because of the branding. The core components are foreign imports. Beijing GuoWang and RSLaser are at least working with domestic components, IIRC.
75% percent? citation needed. The number i heard from asia nikkei was 40% mostly from US European joint ventures, in my opinion buying from Europeans is fine as long they behave, i don't China think should isolate itself, but the problem is the U.S, they have demonstrated again and again that they are not a trusted economic supplier and they are very prone to irrational behavior, in that case Chinese companies should de-Americanize their technological supply chains as much as possible before 2024-2025 if they want to survive. Why? because of the high probability of Trump winning a second term. I think There is high probability of the Chinese hawks in the Trump administration to try to impose a tech embargo to China. Because they are irrational and they don't care how many high paying jobs the U.S. they lose as long as they convince themselves that they are winning.
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