Chinese semiconductor industry

WTAN said:

As far as i know, the SMEE 28nm DUVL has been sucessfully developed and is the equivalent of the ASML 1980i. This has been confirmed by an SMEE Insider.
The DUVL is currently undergoing rigorous trials at a test production line and may have already been certified.
SMEE Officials have reportedly said that mass production of the DUVL will begin sometime in mid 2022.
This fits in with the claim recently by the Huawei CEO that Huawei will begin production of its 28nm ICs in 2022.
As far as information from Twitter is concerned, many of these people are not experts in the technical field and they usually copy information from each other. For eg: Chollima Report may get their info from China Semi etc. Dai Wei Wei tweets but does not provide sources. So we have to be careful in reading this info.

In regard to the EUVL, i think there is still no firm decision made on whether LPP or DPP should be used. The Synchrotron Light Source or SSMB is also another option being looked at.
The Chinese Academy of Sciences is now starting to do R&D on the SSMB Light Source. (separately from Tsinghua Uni)
The newly constructed 4th Generation Beijing HEP Synchrotron Facility is the perfect place to do R&D on SSMB for EUVL Lithography.
It is a World leading and Advanced 4th Gen Synchrotron and the CAS will certainly use it to develop the SSMB Light Source.
Will the EUVL be ready in 2023? Might be a bit early and i think more likely by 2025.
In the mean time, SMEE and CETC will develop advanced versions of their DUVL which can produce 5nm ICs.

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Thanks for the great info as always @WTAN.

Just curious on where I can find a source for this piece off info?

WTAN said:

This fits in with the claim recently by the Huawei CEO that Huawei will begin production of its 28nm ICs in 2022.

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tokenanalyst said:

Startup Funding: December 2021​

Chinese startups dominated last month’s fundraising, with companies from the country comprising about two-thirds of those covered in this report. In addition to the number of companies, startups from China also drew significant amounts of funding, with a display driver company and an EV battery maker each garnering around $1B and six more companies seeing rounds over $100M.

Two particularly active areas for investment were display drivers and power semiconductors, with several companies planning to build new fabs to expand power semi manufacturing capacity. Plus, AI acceleration, a new EV brand, and a company providing autonomous solutions to the military enters the commercial market. For December 2021, we take a look at 94 companies that collectively raised more than $5B.

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It's game over for the West in semiconductors. Soon a top of the line computer will cost only 1000 yuan.

MortyandRick said:

Thanks for the great info as always @WTAN.

Just curious on where I can find a source for this piece off info?

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One of the members posted this news so i guess you will have to look back a few pages to look for it.
Or someone can repost it.

Lots of Chinese cos

Looking at the list just humbled me how many different semiconductors products there are.

caudaceus said:

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Lots of Chinese cos

Looking at the list just humbled me how many different semiconductors products there are.

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-Power semiconductors.
-Optoelectronics and photonics.
-Analog semiconductors.
-Mixed Signal semiconductors.
-Digital.
-Micro ElectroMechanical Systems.
-Organic semiconductors.
-And so on.

You can make an entire lifetime career in just one area.

And yeah everyone just think that is just CPUs, GPUs and SOCs. because that is what get most of the attention of tech news but that is
just the tip of the iceberg, man. To imagine that whole car industry, hundred of billions of dollars and a lot of jobs was brought to standstill just because they couldn't get ICs made with decades old proven processes, that just tell you everything. As Moore's law slow processes that used to be looked down in the industry in the past are going to become more relevant like packaging and new materials like SIC and GaN are also to get more relevance.
So is not just about EUV machines and smartphones, is an entire ocean that needs to be dominated, that is why is considered "strategic" for many governments. You put all your efforts in making the Shiniest EUV machine and not enough in 3D ICs, advanced packaging and the need for large area high resolution lithography machines and without warning your are behind. You put your entire R&D in making 2nm chips for smartphones and not enough in "new" materials like SIC and GaN, by the time you want to recover the market is over. You underestimate the photonics role in the future of communications devices just because "silicon is better" and you could find yourself playing catch up in the future. You think NIL (NanoImprint Lithography) is useless because overlay issues, and think optical Litho is always going to be better and in the future your country could be depended on a technology made in country plagued with hostile politicians.

In short is more about dominating the past, the present and the future.

" We don't want packaging, we want to make CPUs and GPUs, packaging is a low value technology, we don't need that here"

techfrontier said:

Stop treating all rumors as true and apply skepticism to stories that have elements of doubt.
For example, with a Huawei foundry, you'd expect at least a single investor communication or a photo (but none exist)

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@techfrontier Bro the " the absence of evidence is not evidence of absence" an example from Huawei Central itself with two conflicting statement by Amy Sakar, an Indian, so where did she received the info? From Tomshardware, GizChina and GizmoChina? They don't rebuked their statement only she. So who do you believed? A technical magazine or a journalist (sorry I had no info regarding her background so please do correct me ). We are all in the dark "BUT at least our esteem members had light a candle rather than curse the darkness."





7 days ago — Huawei aims to build a wafer fab manufacturing with the help of SMIC in Shenzhen, China reported by Chinese Media. The SMIC is the largest ...

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  7 days ago — Huawei is apparently planning to build a new fab manufacturing plant in China. The new site will be built in partnership with SMIC ...
  
  
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  6 days ago — Huawei is reportedly teaming up with SMIC to build a semiconductor manufacturing facility in mainland China that will serve its needs either ...
  
  
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  7 days ago — The Chinese manufacturer hopes to cut into wafer manufacturing through official funds, Huawei's chip design capabilities, and SMIC. China's ...
  
  
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tokenanalyst said:

Startup Funding: December 2021​

Chinese startups dominated last month’s fundraising, with companies from the country comprising about two-thirds of those covered in this report. In addition to the number of companies, startups from China also drew significant amounts of funding, with a display driver company and an EV battery maker each garnering around $1B and six more companies seeing rounds over $100M.

Two particularly active areas for investment were display drivers and power semiconductors, with several companies planning to build new fabs to expand power semi manufacturing capacity. Plus, AI acceleration, a new EV brand, and a company providing autonomous solutions to the military enters the commercial market. For December 2021, we take a look at 94 companies that collectively raised more than $5B.

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People often forget how important power semiconductor, microcontrollers and analog chips are. Semiconductor is a gigantic field with many paths to success.

Yup I was correct Huawei Central Amy Sakar last article is full of shit.

From TechTaiwan 2 days ago , same day as the rebuttal, so pick which one to believed? I know where I stand how about you...LOL.





2 days ago — If Huawei eventually developed its own chip fabrication ... In mid-2021, Huawei invested in Beijing RSLaser Opto-Electronics Technology, ...

ansy1968 said:

Yup I was correct Huawei Central Amy Sakar last article is full of shit.

From TechTaiwan 2 days ago , same day as the rebuttal, so pick which one to believed? I know where I stand how about you...LOL.

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2 days ago — If Huawei eventually developed its own chip fabrication ... In mid-2021, Huawei invested in Beijing RSLaser Opto-Electronics Technology, ...

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It's a rumour. Not true! Not true.

The counter-propaganda is always supposed to be true.