Chinese semiconductor industry

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FairAndUnbiased

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@gelgoog bro from @Oldschool, IF the report is true a single unit of SMEE SSA800 DUVL will be purchase in late 2024 to familiarized themselves because by that date the Chinese are able to mass produce the machine. JV with Chinese company or an Investment by either SMIC or Huawei may hasten the mass production date, 2030 seems like a conservation projection. 2028 FOR ME is more realistic number.

Russia's microelectronics industry package support plan submitted to the government for deliberation​

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1930
set microgrid

Source: Aijiwei
#Russia#
#28nm#
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7 hours ago
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According to the Russian "Kommersant" report, a microelectronics industry support plan with a total amount of 3.19 trillion rubles has been submitted to the Russian government for consideration. The plan is that the Ministry of Industry and Trade began to organize 22 experts in February this year. It is planned to achieve mass production of domestic chips with the same performance as the A7 processor on the iPhone 5S in 2030.

The draft obtained by the newspaper shows that the government will launch alternative solutions for product manufacturing within the year, realize the complete transfer of orders to Russian and Chinese suppliers by 2024, and achieve complete domestic substitution by 2030.

In terms of manufacturing capacity, Russia aims to achieve mass production of 28nm process integrated circuits in 2030, and will promote the number of chip design companies in Russia to increase from 70 to 300 by 2030.

In addition, the support plan also plans supporting measures and goals in terms of downstream product subsidies and professional personnel training. (Proofreading/Lechuan)

Oldschool

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Russia plans to transition all semiconductor components to China and domestic in 2024 and fully domestic at 28nm by 2030.
This is amazing news for China.

Short term: Russian electronics industry buys more Chinese chips to fill immediate needs.

Medium term: Russian semiconductor industry is capable of supplying Russian and CIS markets but they buy equipment and chemicals from Chinese companies.

Long term: Independent Sino-Russian semiconductor ecosystem develops with mutual exchange i.e. Russian mechanical assemblies or electrical power modules used in some equipment.
 

FairAndUnbiased

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Graphene has zero band gap, but people are researching on how to change its property so it could be used in IC to replace Si

the most likely first use case in IC is to replace copper with graphene for the metal layers. But even this application is not ready to be industrialized yet. I don’t see this on the industry’s roadmap for the next two to three generation yet. No known WFE company are currently building systems to support it either.
There's no process possible to control graphene deposition and etching to the degree requires for Cu interconnect, particularly in conjunction with a suitable dielectric. State of the art interconnect material is Co interconnect.

In general 2D semiconductors (not even just doped graphene, but MoS2 crystal structures) is better for power, sensor and optoelectronics than for IC.
 

tokenanalyst

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The customer structure is further diversified, and the NanoDesigner will be launched soon to accelerate the implementation of the DTCO strategy and the construction of the EDA process.​


In terms of revenue, in 2021, Guilun Electronics (Primarius-Tech) achieved revenue of 194 million yuan, a year-on-year increase of 41.01%. The proportion of EDA tool licensing business revenue has further increased, accounting for 72.87%; of which design EDA tools increased by 75.44% year-on-year. Tang Wei said that the market competitiveness of the company's design EDA tools and semiconductor characteristic testing instruments has been further enhanced, and both have achieved rapid growth.

The blockbuster product NanoDesigner is about to be launched to accelerate the construction of the application-driven EDA whole process

At the briefing, Dr. Liu Zhihong, chairman of the board, said that the EDA tool independently developed by Gelun Electronics has been able to support the most advanced process manufacturing and chip design needs at home and abroad. As the core engine of the company's DTCO strategy, the industry's first automated device model extraction platform SDEP It can greatly accelerate the process from process platform development to chip design, and its related products have been put into mass production by leading integrated circuit manufacturers at home and abroad; the standard cell library feature extraction software NanoCell has been tested and iterated in leading customers, and can be used in large-scale On the computing center, the characteristic generation of the standard cell library is more efficient than that of the international similar products.

According to Dr. Yang Lianfeng, the director and president, at present, the EDA products of Genetron Electronics can continuously support and promote the most advanced process nodes such as 7nm, 5nm, 3nm and the most high-end memory designs, and have become the top five foundries and the top three in the industry. A standard tool for memory fabs in commercial device modeling, and is widely used in the design of various large and small memory, analog and digital, and SOC circuits.

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tokenanalyst

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There's no process possible to control graphene deposition and etching to the degree requires for Cu interconnect, particularly in conjunction with a suitable dielectric. State of the art interconnect material is Co interconnect.

In general 2D semiconductors (not even just doped graphene, but MoS2 crystal structures) is better for power, sensor and optoelectronics than for IC.
I guess semiconducting Carbon Nanotubes will make better transistors but still is a long way before a commercially viable method of mass producing CNT ICs.
 

FairAndUnbiased

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I guess semiconducting Carbon Nanotubes will make better transistors but still is a long way before a commercially viable method of mass producing CNT ICs.
In terms of transistors silicon has too many huge advantages:

1. Native semiconductor

2. Thermally and chemically stable, near lattice matched, insulating native oxide.

3. Commonly found on earth

4. Mechanically strong enough to form wafers without support

5. Can be controllably dry etched due to volatile halides

6. Bandgap much larger than room temperature thermal energy but small enough to be a relatively good conductor

Nothing else has these properties. For example, you can't form a dielectric or etchstop on top of graphene merely by introducing hot oxygen, you will etch it by volatilizing it to carbon monoxide.
 

tokenanalyst

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Liande Equipment will achieve revenue of 887 million yuan in 2021, a year-on-year increase of 13.38%​


Jiwei Net News (Text / Lin Xueying) On April 19, Liande Equipment released its 2021 annual report, saying that the company’s revenue in 2021 was 887 million yuan, a year-on-year increase of 13.38%; the net profit attributable to shareholders of the listed company was about 22.54 million yuan, A year-on-year decrease of 69.65%.

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Liande Equipment stated that the main drivers of its 2021 annual results are as follows:

1. Increased demand for equipment investment from downstream customers The increased demand for flat panel display production equipment in downstream industries is an important factor for the company's order growth and performance growth.

2. Continuous investment in research and development The flat panel display equipment industry is a technology-intensive industry, and an enterprise's technological reserves and technological development capabilities are the basis for its survival and development. Once equipment manufacturers lag behind the pace of technological innovation, they cannot provide excellent technical solutions to the needs of customers, which will seriously affect the sustainable development of the company. In the stock market dominated by renewal demand, the growth of the company's performance will mainly come from the improvement of production efficiency and the improvement of production and profit models. Intelligent transformation and upgrading are the inevitable direction of the company's future development. At the same time, in the context of trade conflicts, the upgrading of the manufacturing industry to mid-to-high-end products will increase the demand for more non-standard products, and the generation of more domestic substitutions will also improve profitability.

According to the data, Liande Equipment is a leading supplier of electronic special equipment and solutions in China. It has a complete R&D, manufacturing, sales and service system and is committed to providing professional and high-performance electronic special equipment and solutions.


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