Chinese semiconductor industry

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FairAndUnbiased

Brigadier
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This is the light source of a Krf lithography system:
View attachment 82567

This is the light source of a Arf lithography system:
View attachment 82568

This is the light source of a EUV lithography system:
View attachment 82569




AND this is the light source for a i-line lithography system.
View attachment 82566
A course the are some complex electronics to power this Mercury lamp but gives an idea on how complex things becomes as features become smaller in a IC. It has become exponentially expensive.
KrF lithography is very cost effective down to 90 nm. At that point you can still make relatively sophisticated chips including video drivers for large capacitive touchscreens. I believe that mastering the DUV processes (KrF and ArF) are the most important #1 steps for the Chinse semiconductor industry to grow and be able to feed the electronics industry completely independently. EUV is a luxury, IMO, because it is only used for a few layers on leading edge mobile chips which, while important, are not 100% necessary. And mastering DUV already provides a huge customer base for both the fabs and the equipment producers, allowing them more capital to reinvest.

There are tons of chips from i.e. Texas Instruments, Infineon, Microchip, etc. that are built on very old processes like 180 nm yet are still extremely useful, such as microcontrollers, power management, display driver, etc. Some of them have proprietary architectures but many are RISC or ARM compatible.

So will the top 3 in 5-7 years
Citation needed, plz provide numbers in 200 mm or 300 mm equivalent?
 

FairAndUnbiased

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latenlazy

Brigadier
Is this verified? Thought a while ago people were saying it was not even close and would take a year or two more
The thing about rumors is that if you don’t have a specific timing for when the judgment was passed someone saying “they’re one-two years away” could be news that’s one-two years old. It’s why people spinning so much drama out of these rumors is frankly speaking a bit silly.
 

tokenanalyst

Brigadier
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At the beginning of the Year of the Tiger, the industrialization of Microconduct ALD cutting-edge semiconductor equipment has made great progress!

At the beginning of the new year, Microguide welcomes another milestone in the company's development! Microguide's atomic layer deposition (ALD) equipment for advanced chip manufacturing has won repeated orders from a domestic advanced semiconductor manufacturing company, providing key process solutions for semiconductor product technology iterations , marking that Microguide has taken a solid step in the industrialization of domestic cutting-edge ALD equipment.

With the continuous advancement of semiconductor manufacturing technology, the demand for ALD technology has become more and more significant. Microguide has carried out in-depth cooperation with many domestic semiconductor companies, made major breakthroughs in many ALD technology fields, and quickly won customer recognition.

As a domestic cutting-edge micro-nano manufacturing core equipment enterprise, Microguide strives to surpass the existing technology in product design performance, and has broken through a number of technological "no man's land", filling the blank of no domestic equipment in this field, and helping advanced integrated circuit manufacturing Localization has entered a new course. The equipment obtained this time has outstanding performance and strong process selectivity, especially suitable for various ALD thin film deposition required for advanced VLSI manufacturing.

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gelgoog

Lieutenant General
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GlobalFoundries is a mishmash of several factories they acquired all over the world. All of these factories were in poor financial shape to begin with. So it is a collection of losers pumped up with cash from Abu Dhabi. I would not expect much from there long term especially since they gave up on EUV.
 
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