Chinese semiconductor industry

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ansy1968

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@techfrontier Bro IF you're a fan of Star Wars "Believed in the Force, TF! Used the Force"....lol, There are members here who are Yoda masters and I'm happy and grateful that they accept me as their Padawan....lol
"The Huawei insider also stressed that the new subsidiary’s semiconductor business was dedicated to the testing and packaging of discrete devices, ruling out the fabrication of system-on-chip products."
Have you heard about Huawei 14nm 3D chiplet and SMIC ability to mass produce 14nm Chip, It's a marriage made in heaven.

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Mar 11, 2021 — SMIC's Product Mix Raises Questions About 14nm High Yield Rate ... following American sanctions against Huawei Technologies Ltd. which limit ...
You've visited this page 4 times. Last visit: 10/10/21

Again, if this Huawei foundry was real - there would be investor communications from listed Chinese firms as well as photos on the ground or from satellites on this foundry when/if it comes into existence
Huawei is a privately owned company, Why would they do that. SMIC , Huawei and SMEE are under sanction Why would other Chinese company risk being included so secrecy is a norm and most of them are not listed so why bother. :cool:
 

ansy1968

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My apologies, I know this YT is not a credible source BUT I want to point out and highlighted what Huawei Hisilicon had accomplished. First In 5nm field Kirin 9000 is considered one of the best, even beating both Qualcomm and Apple in design. With Kirin 9006C it further improved the performance with Huawei doing the back end testing and packaging by themselves and some help from the local Chinese company (so mastering the other half, while waiting for the necessary tool). Second the 5g RF antenna and the design for 3nm chip, third as frequently mentioned the 14nm 3D stacking chiplet. So looking forward to this year and see if all these rumors come to fruition.

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FairAndUnbiased

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"The Huawei insider also stressed that the new subsidiary’s semiconductor business was dedicated to the testing and packaging of discrete devices, ruling out the fabrication of system-on-chip products."

Again, if this Huawei foundry was real - there would be investor communications from listed Chinese firms as well as photos on the ground or from satellites on this foundry when/if it comes into existence
Huawei isn't a public company and doesn't fund raise from public investors
 

tokenanalyst

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In the field of megasonic cleaning technology, Shengmei Shanghai has the competitive advantage of exclusive patented IP​


According to the micronet news, on January 6, Shengmei Shanghai stated in an announcement that the company has unique competitive advantages compared with DNS, LAM, TEL, etc., and the company adopts a competitive strategy of differentiated technologies, especially in megasonic cleaning technology. In the field, the company has exclusive patented IP and has obvious competitive advantages. The company will also continue to increase investment in research and development, hoping to lead international manufacturers in the field of planar semiconductor cleaning, and in the field of three-dimensional structure cleaning in the future, Shengmei's IP technology hopes to do better than international manufacturers in advanced process nodes.

In the domestic semiconductor equipment market, the proportion of domestic shares is still very low. The cleaning field may be one of the segments with the highest proportion of localization, and the main contributor is also Shengmei. Shengmei said that it welcomes normal and healthy competition, and the company believes that healthy competition is conducive to the rapid development of the company and the industry. Some products of the company overlap with Northern Huachuang, but we are friends, such as cleaning and vertical furnace tube equipment. The company and Northern Huachuang have different priorities in the development of specific products. Our two companies mainly compete with two overseas equipment vendors. The current focus of our vertical furnace tube equipment is LPCVD, and the future focus is on vertical furnace tube ALD.

According to Shengmei Shanghai, in the field of cleaning equipment, compared with domestic and foreign competitors, Shengmei can almost fully cover it. Among them, SAPS, TEBO and Tahoe are the exclusive technologies of Shengmei globally. In addition to the supercritical CO2 drying technology and advanced IPA drying technology being developed by the company, Shengmei's products cover 90% of the cleaning equipment, and Shengmei has independent IP for all equipment. Shengmei invented the SAPS technology in 2008, which solved the uniformity problem of megasonic waves on the wafer surface; in 2015, invented the TEBO technology, which solved the problem of 3D graphics damage, and applied for 9 patents. In the future, logic devices will inevitably adopt 3D architecture after 3/2nm, and DRAM storage will also adopt 3D architecture. 3DNAND is already a 3D architecture. In this way, 3D cleaning in the future is a worldwide problem. The company’s megasonic technology plus the company’s ongoing development Supercritical drying and advanced IPA drying technology can provide the most ideal solution for future 3D cleaning and drying.

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