Chinese semiconductor industry
- Thread starter Hendrik_2000
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The memory industry is a cartel. The big three (Samsung, Hynix, Micron) stomp down anyone who tries to out compete them in all sorts of ways.
This includes lawfare, which is their preferred tactic, stealing other people's IP without paying for it, and dumping.
ICRD joint venture with Huawei to setup a new domestic equipment's fab with 20,000 wafer per month production rate. I think should be ready next few months.
@foofy Sir good day, about the JV FAB with SMIC a rumor? and also the progress about SMIC Beijing FAB, will it be operation this year?
China already had a demonstration prototype in 2017. Perhaps not a production capable unit but the idea that Chinese industry is starting from scratch is a bit facile.
ASML took a decade to get EUV to production because it took a decade to drive up the power of the light source enough to make sense for the production economics. No need to mystify EUV’s incubation period around some obscure notion of difficulty. The actual technical challenge ASML faced are well documented. The key question is how well equipped Chinese industry is to tackle those same challenges and how quickly they can do it. ASML took ten years but the literature on EUV is not stuck in 2006, nor are the component technologies that made EUV finally production viable, and China isn’t starting from nothing.
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I gather that, from his post, hvpc for some reason looks at China's Semiconductor Equipment development from a very low base with just a few scientific papers to show for without anything tangible.
I'm not sure he is aware that those scientific papers frequently involve test proofing with real physical working equipment.
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May I ask what is your definition of ”production capable” is? Based on your perspective, when do you think SMEE production capable system will be available?
side question, anyone know how big the SMEE engineering team is? How many dedicated to immersion, how many for EUV? I’m just curious.
@hvpc bro you left out CAS (China Academy of Science), HIT (Harbin Institute of Technology), Tsinghua U (SSMB) and CIOMP. SMEE is an integrator , this scientific Institution is where the miracle of dreams are being done. And lest we forget CETC, it's more than an integrator, they're doing research and are producing actual components and IC equipment.
From info given by our esteem members, there is a need to ramp up the production of key components like UPrecision DUAL Bench, like ASML, SMEE is having a supply chain issue as they (component producers) established a production line dedicated for the new Immersion DUVL.
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i am sure many are involved in the innovation. But you do realize the industry also work with many research organizations, right?
for now, I’m just curious how many are responsible for integrating all the innovations together and to make it production worthy.
I am not trying to debate you. I’m just trying to calibrate info I have. Perhaps the SMEE team is larger than my assumption, in which case I should re-calibrate my own speculations.
I just feel like you all think things are fairly simple and basically belittling what my peers in the fabs and the WFE companies and i had labored through for years and years. So our expertise, experience through trial and error, and our hardwork are basically of little worth and can be easily duplicated?
SMIC Beijing will be ready in May.
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