Chinese semiconductor industry

ansy1968 · Feb 4, 2022

xypher said:
Are the 45 nm and 28 nm fully domestic? If yes, then this is huge news.

@xypher bro in @WTAN behalf , I'm happy to answer from total tele last year and the Verdict.

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Jul 26, 2021 — After gaining competency in manufacturing 28nm chips, the country is now steadily moving towards achieving the goal of mass production of 14nm ...

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Jun 8, 2021 — China focuses on 28nm and 14nm chips – core enablers of the internet of everything – 28nm chips form the dividing line between mid and ...
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xypher said:
Would it be possible to reach 7 nm on this machine using multi-patterning or the limit is around 14 nm?

Yes, SMEE SSA800 28NM DUVL have the same performance parameter with ASML NXT 1980i which TSMC used in making its first 7nm chip.

tokenanalyst · Feb 4, 2022

Shanghai-based foundry Hua Hong hits new high for its sales revenue and its 12-inch fab will release production capacity in Q4, 2022

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tokenanalyst · Feb 4, 2022

China’s IC output surges by 33.3% in 2021, reaching 359.4 billion pieces

IC export growth surpassed IC import growth. 19.6% for exports and 16.9% for imports.

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tokenanalyst · Feb 4, 2022

China imported 635 billion and exported 310 billion, i don't know if that include domestic consumption but 310/635 x 100% is ~49%, if my math is not wrong that is way higher than the 15% figure that you see in Western media.

caudaceus · Feb 4, 2022

tokenanalyst said:
China imported 635 billion and exported 310 billion, i don't know if that include domestic consumption but 310/635 x 100% is ~49%, if my math is not wrong that is way higher than the 15% figure that you see in Western media.

310/(635+310) = 32,8%

tokenanalyst · Feb 4, 2022

caudaceus said:
310/(635+310) = 32,8%

Yes thanks, for some reason i confused 635 with the overall total. But still way higher than the 15% estimate and 310 is for export so i think that doesn't take into account the internal consumption.

Topazchen · Feb 4, 2022

https://twitter.com/i/web/status/1489437214165516293

antiterror13 · Feb 4, 2022

tokenanalyst said:
Yes thanks, for some reason i confused 635 with the overall total. But still way higher than the 15% estimate and 310 is for export so i think that doesn't take into account the internal consumption.

I think the 15% is the value of chips not the number. Some medias just cherry pick to suit their agenda

Appix · Feb 4, 2022

https://twitter.com/i/web/status/1489437214165516293

https://twitter.com/i/web/status/1489442637593518080

supersnoop · Feb 4, 2022

I suspect the reason why some of these fab announcements in the US are greenfield projects away from existing operations is two-fold
1. Maximize state investment into the project
2. Cancel the project easily without impacting the existing operation if oversupply does occur

Chinese semiconductor industry

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