Chinese semiconductor industry

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gelgoog

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A report citing semiconductor industry sources indicates that TSMC reportedly has difficulty with its 3nm process yields. Taiwan's
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says that if the 3nm yield problem continues, many customers might extend their use of the 5nm process node. In addition, TSMC's struggles could impact the product roadmaps of the PC world's favorite names like AMD and Nvidia.
...
AMD's subsequent big releases, such as the Ryzen 7000 series desktop processors and Genoa and Bergamo server processors, will all be based on the Zen 4 architecture and be fabricated at 5nm by TSMC. As a reminder, the TSMC 5nm process family will be referred to as N5 and N4 processes by TSMC. AMD had planned to go on to TSMC 3nm for Zen 5 and RDNA 4.

This article from DigiTimes is kind of dubious. You have to watch out for DigiTimes since they often push bogus stories. It is basically a Taiwanese technology news tabloid and it can be quite useful to get scoops and rumours related to the industry but they sometimes push utter trite.

I say this because the AMD Zen 4 5nm CPU is supposed to come out this year. And CPU companies typically take a year or two between releases. Even Zen 4 might suffer from delays. So it seems really early for them to be considering actual production. At best they might be choosing which process to target.

The first chips to come out with 3nm from TSMC will probably be either Apple SOCs for smartphones or GPUs. Those are the chips which benefit the most from such advanced processes.
 

latenlazy

Brigadier
This article from DigiTimes is kind of dubious. You have to watch out for DigiTimes since they often push bogus stories. It is basically a Taiwanese technology news tabloid and it can be quite useful to get scoops and rumours related to the industry but they sometimes push utter trite.

I say this because the AMD Zen 4 5nm CPU is supposed to come out this year. And CPU companies typically take a year or two between releases. Even Zen 4 might suffer from delays. So it seems really early for them to be considering actual production. At best they might be choosing which process to target.

The first chips to come out with 3nm from TSMC will probably be either Apple SOCs for smartphones or GPUs. Those are the chips which benefit the most from such advanced processes.
If TSMC doesn’t get 3nm to mass production by end of Q2 to middle of Q3 Apple is unlikely to adopt it for this year’s iPhone, since to ensure adequate supply Apple needs chips to be shipped no later than middle of summer. And without their biggest buyer supporting the cost of production they might end up delaying until 2023.
 

gelgoog

Lieutenant General
Registered Member
Reportedly Apple has already bought all the initial 3nm production just like they had done for 5nm. Which is why this is even more dubious. Consider 3nm is going to use more processing steps and is bound to have more defects. It is going to be really expensive.
 

latenlazy

Brigadier
Reportedly Apple has already bought all the initial 3nm production just like they had done for 5nm. Which is why this is even more dubious. Consider 3nm is going to use more processing steps and is bound to have more defects. It is going to be really expensive.
They may have locked up all the supply via contract but that doesn’t mean chip production will make it in time for Q3 production of iPhones. Already some talks of Apple buying 4nm or improved 5nm from TSMC this year instead because of uncertainty about 3nm delivery.
 

WTAN

Junior Member
Registered Member

0.1nm! CCTV: The first light mirror coating equipment in China is put into use, the last piece of the puzzle of the lithography machine​

According to the degree of effectiveness of the parts, the EUV lithography machine is divided into three core components: double workpiece stage, EUV light source, and EUV optical lens. At present, my country has successfully tackled the EUV light source and dual workpiece table system suitable for EUV lithography equipment. EUV optical lenses have become the last piece of the puzzle for my country to achieve high-end wafer manufacturing.
below 0.1 nanometers, the linear Laue lens coating device and nano-focusing mirror coating device officially put into use by Zhongke Kemei. The first high-energy light source equipment in China has entered the installation stage.

supported by the National Development and Reform Commission and undertaken by the Institute of High Energy Physics of the Chinese Academy of Sciences, the first high-energy synchrotron radiation light source scientific research equipment in China was installed on the morning of June 28, 2021 . At the same time, the advanced light source technology research and development and test platform responsible for providing technical research and development and testing support for this light source equipment started trial operation.

In addition, Zhongke Kemei, a subsidiary of Zhongke Science Instruments, also received good news that the linear Laue lens coating device and nano-focusing mirror coating device developed by Zhongke Kemei were officially put into use on June 28, 2021. CCTV News Network also reported on this.
View attachment 83065


Some work in EUV lithography, looks like this company
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is providing Vacuum coating systems to make mirrors with a precision of just 0.1 nanometers, a first in the path of commercialization of EUVL in China, also looks like (according to this) they already started to research test SSMB as a potential light source.


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It looks like the R&D on SSMB will principally be carried out at the new HEP Synchrotron which is under construction in Beijing.
All the equipment required for the SSMB Research should be installed by early 2022.
This Synchroton in Beijing will be where the first Prototype SSMB Light Source Equipment will be located.
The Chinese Academy of Sciences will be taking charge of the R&D on SSMB.
Tsinghua Uni has a separate collaboration with other countries on SSMB Research but in light of the New Technology Cold War, it is doubtful this collaboration will continue.
 

tokenanalyst

Brigadier
Registered Member

Which semiconductor companies does SMIC Juyuan invest in?​



The semiconductor industry chain is long and involves many industrial categories, which requires global cooperation. China’s semiconductor started late. As a rising star, it needs to integrate into international cooperation, but at the same time, it should constantly enhance its self-research strength and break the technological monopoly. Semiconductor investment has a large amount of capital and high risk. In order to help the development of China’s local semiconductor industry and achieve remarkable results, the state has established a large fund. As a sub fund of the large fund, SMIC is committed to the investment and development of China’s integrated circuits and plays an important role.

1、 SMIC Juyuan focuses on the integrated circuit industry​

The full name of SMIC Juyuan is SMIC Juyuan equity investment management (Shanghai) Co., Ltd. established by SMIC international joint management team in 2014, with a managed capital of nearly 6 billion yuan. SMIC Juyuan capital focuses on relevant fields of integrated circuit industry and invests in high-quality enterprises in materials, design, equipment, IP and services in the industrial chain, And provide comprehensive value-added services for the invested enterprises.

At the same time, it also focuses on the broad international market, makes use of its own channel advantages, selects high-quality teams and technologies for domestic powerful platform enterprises, and provides cross-border M & A and integration services. SMIC Juyuan will cooperate with the National IC industry fund and the special funds of local governments, cooperate with leading enterprises and investment partners in the industry, jointly support several IC enterprises with core competitiveness in the future, accelerate the integration of domestic industries and the improvement of enterprise quality, and continue to improve the domestic IC industry ecosystem.



At present, SMIC Juyuan has established and directly managed a number of funds and nearly 70 investment projects, including Weill semiconductor, Broadcom integration, LanChi technology, Anji microelectronics, Jingrui shares, etc., which have been listed, as well as a large number of potential enterprises in the early and growing period.

2、 56 major enterprises invested by SMIC Juyuan​

In fact, cultivating China’s local supply chain has always been the focus of SMIC Juyuan in recent years. The goal of xinjuyuan is to invest in the whole semiconductor industry chain, involving IC design, EDA / IP, materials, equipment and key parts.

o4YBAF7REXWADP6sAAaZN_Fk-Sk524.png


In the field of equipment, SMIC Juyuan has successively invested in: Zhongke flying test (semiconductor front and rear channel detection equipment), Tianjin jinhaitong (packaging test equipment), Hefei core Acer (direct writing lithography machine), and acquired xinjiabo MIT company (packaging test equipment).

In the field of materials, SMIC Juyuan has successively invested in: Jingrui Co., Ltd. (hydrogen peroxide and photoresist), Jiangyin runma (high-purity and high-purity electronic chemicals), Zhengfan Technology (process equipment and special gases), Wuxi Chuangda (semiconductor packaging materials), beno Electronics (high-end electronic adhesive).

In the chip field, there are nearly 50 SMIC Juyuan investment enterprises, covering almost all subdivided fields. The RF front-end has invested in yique semiconductor, the MEMS field has invested in Shendi semiconductor, sensitive core microelectronics and nano core microelectronics, the power device field has invested in century Jinguang, Dongwei semiconductor, land core electronics and Nanxin semiconductor, the artificial intelligence chip field has invested in exploration technology and knowledge storage technology, and the automotive electronics field has invested in Heqian electronics, a state network bus company Cepton, a lidar company, has invested half of the total in the memory field, including conductor, Dongxin semiconductor and jiangbolong electronics. In the display and drive field, it has invested in Jichuang north and yunyinggu technology. In the wireless connection field, it has invested in Broadcom integration, Wuxi Zhonggan micro and Fengjia micro electronics. ADC, a key device of the signal chain, has invested in Kunteng micro electronics. EDA / IP has invested in Xinhe technology and Ruicheng micro electronics.

In the future, SMIC Juyuan will continue to focus on investment in the semiconductor industry chain and make its due contribution to opening up and improving the local supply chain. The following is the details of 56 enterprises invested by SMIC Juyuan:

3、 Summary​

In the golden age of vigorous development of China’s semiconductor industry, capital led by large funds has become increasingly active in the semiconductor field. According to statistics, the scale of local semiconductor investment in 2017 exceeded 380 billion yuan, in which SMIC Juyuan performed enthusiastically. SMIC Juyuan equity investment management (Shanghai) Co., Ltd. currently manages more than 3 billion yuan of funds, focusing on investment in IC related industries worldwide, covering design, materials, equipment, IP, downstream applications, etc.


In the future, the market capacity of artificial intelligence, Internet of things, cloud computing, Internet of vehicles, 5g, intelligent manufacturing and other fields is large enough and the compound growth rate is high enough, which will become the main investment direction. SMIC Juyuan will also integrate China’s integrated circuit field, create a systematic industry, expand the scale of China’s semiconductor industry, and help Chinese enterprises go global and form their own brands.
 

ansy1968

Brigadier
Registered Member

Which semiconductor companies does SMIC Juyuan invest in?​



The semiconductor industry chain is long and involves many industrial categories, which requires global cooperation. China’s semiconductor started late. As a rising star, it needs to integrate into international cooperation, but at the same time, it should constantly enhance its self-research strength and break the technological monopoly. Semiconductor investment has a large amount of capital and high risk. In order to help the development of China’s local semiconductor industry and achieve remarkable results, the state has established a large fund. As a sub fund of the large fund, SMIC is committed to the investment and development of China’s integrated circuits and plays an important role.

1、 SMIC Juyuan focuses on the integrated circuit industry​

The full name of SMIC Juyuan is SMIC Juyuan equity investment management (Shanghai) Co., Ltd. established by SMIC international joint management team in 2014, with a managed capital of nearly 6 billion yuan. SMIC Juyuan capital focuses on relevant fields of integrated circuit industry and invests in high-quality enterprises in materials, design, equipment, IP and services in the industrial chain, And provide comprehensive value-added services for the invested enterprises.

At the same time, it also focuses on the broad international market, makes use of its own channel advantages, selects high-quality teams and technologies for domestic powerful platform enterprises, and provides cross-border M & A and integration services. SMIC Juyuan will cooperate with the National IC industry fund and the special funds of local governments, cooperate with leading enterprises and investment partners in the industry, jointly support several IC enterprises with core competitiveness in the future, accelerate the integration of domestic industries and the improvement of enterprise quality, and continue to improve the domestic IC industry ecosystem.



At present, SMIC Juyuan has established and directly managed a number of funds and nearly 70 investment projects, including Weill semiconductor, Broadcom integration, LanChi technology, Anji microelectronics, Jingrui shares, etc., which have been listed, as well as a large number of potential enterprises in the early and growing period.

2、 56 major enterprises invested by SMIC Juyuan​

In fact, cultivating China’s local supply chain has always been the focus of SMIC Juyuan in recent years. The goal of xinjuyuan is to invest in the whole semiconductor industry chain, involving IC design, EDA / IP, materials, equipment and key parts.

o4YBAF7REXWADP6sAAaZN_Fk-Sk524.png


In the field of equipment, SMIC Juyuan has successively invested in: Zhongke flying test (semiconductor front and rear channel detection equipment), Tianjin jinhaitong (packaging test equipment), Hefei core Acer (direct writing lithography machine), and acquired xinjiabo MIT company (packaging test equipment).

In the field of materials, SMIC Juyuan has successively invested in: Jingrui Co., Ltd. (hydrogen peroxide and photoresist), Jiangyin runma (high-purity and high-purity electronic chemicals), Zhengfan Technology (process equipment and special gases), Wuxi Chuangda (semiconductor packaging materials), beno Electronics (high-end electronic adhesive).

In the chip field, there are nearly 50 SMIC Juyuan investment enterprises, covering almost all subdivided fields. The RF front-end has invested in yique semiconductor, the MEMS field has invested in Shendi semiconductor, sensitive core microelectronics and nano core microelectronics, the power device field has invested in century Jinguang, Dongwei semiconductor, land core electronics and Nanxin semiconductor, the artificial intelligence chip field has invested in exploration technology and knowledge storage technology, and the automotive electronics field has invested in Heqian electronics, a state network bus company Cepton, a lidar company, has invested half of the total in the memory field, including conductor, Dongxin semiconductor and jiangbolong electronics. In the display and drive field, it has invested in Jichuang north and yunyinggu technology. In the wireless connection field, it has invested in Broadcom integration, Wuxi Zhonggan micro and Fengjia micro electronics. ADC, a key device of the signal chain, has invested in Kunteng micro electronics. EDA / IP has invested in Xinhe technology and Ruicheng micro electronics.

In the future, SMIC Juyuan will continue to focus on investment in the semiconductor industry chain and make its due contribution to opening up and improving the local supply chain. The following is the details of 56 enterprises invested by SMIC Juyuan:

3、 Summary​

In the golden age of vigorous development of China’s semiconductor industry, capital led by large funds has become increasingly active in the semiconductor field. According to statistics, the scale of local semiconductor investment in 2017 exceeded 380 billion yuan, in which SMIC Juyuan performed enthusiastically. SMIC Juyuan equity investment management (Shanghai) Co., Ltd. currently manages more than 3 billion yuan of funds, focusing on investment in IC related industries worldwide, covering design, materials, equipment, IP, downstream applications, etc.


In the future, the market capacity of artificial intelligence, Internet of things, cloud computing, Internet of vehicles, 5g, intelligent manufacturing and other fields is large enough and the compound growth rate is high enough, which will become the main investment direction. SMIC Juyuan will also integrate China’s integrated circuit field, create a systematic industry, expand the scale of China’s semiconductor industry, and help Chinese enterprises go global and form their own brands.
@tokenanalyst bro please guide me, SMIC Juyuan is the same with SMIC the foundry? or an investment arm?
 

horse

Colonel
Registered Member
It looks like the R&D on SSMB will principally be carried out at the new HEP Synchrotron which is under construction in Beijing.
All the equipment required for the SSMB Research should be installed by early 2022.
This Synchroton in Beijing will be where the first Prototype SSMB Light Source Equipment will be located.
The Chinese Academy of Sciences will be taking charge of the R&D on SSMB.
Tsinghua Uni has a separate collaboration with other countries on SSMB Research but in light of the New Technology Cold War, it is doubtful this collaboration will continue.

Seems like that is the schedule. 2024 really is the year that EUV will be in China.

The light source. The lens. The workbench. All the other materials and gear.

The theory is known. All they need is to make their equipment work properly.

Looking at that check list, it looks like it is all there.

What is not there, is the technical know-how when they put it all together. That they will learn, when they put that all together. That will not take 5 years. It is far more realistic that that will take 2 years, given these construction developments.
 

horse

Colonel
Registered Member
Just talking out of mah ass, because I really do not know any of this stuff.

Still, there is a general principle at work.

Suppose they go from DUV machine at 90nm to 45nm, assuming they are using a DUV machine to do so, that would be incremental improvements. They would use new new materials, and maybe tools, still that is incremental.

To go from 7nm to 3nm, that is both radical and incremental.

It is radical because DUV cannot do it, and it must rely on EUV machines, so they say. However, the rest of the steps, seems more incremental than radical.

Obviously, trying to so something in incremental steps, far more easy than trying to do something radical.

Building an EUV contraption, the synchrotron, was a radical step for the Chinese.

Nothing else about EUV was radical for the Chinese, it was all incremental, other than the light source.

That is why we should not be surprised it happened this fast.

If we think the rumors are flying around about a Chinese EUV this year, just wait until next year.

[rant][/rant]

:oops::D
 
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