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Chinese semiconductor industry
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A VERY conservative timetable for 7nm and 5nm from CGTN, the Chinese will always underestimate its capability as not to arouse concern.
I'm a Chinese fan boy regarding China IC development, I'M A BELIEVER, cause I've been surprise many times before and I know I'll be surprise again.
from TaiShang (pakistan defense forum)
As far as I understand, further stress has been made on self-sufficiency in critical technologies, which was not that strongly stressed in 2025 Plan. 2025 Plan, as I see it, is about China's assertion for presence in critical areas. As highlighted in the 5-Year Plan, the 2030 and 2035 visions aim for independence in key areas.
So, I see further emphasis on science and technology development in the new 5-year plan, not less.
Highlighted areas are:
Computing (
Internet infrastructure
Power
Life and biotech
Space exploration
The graph below makes a good summary:
I'm a Chinese fan boy regarding China IC development, I'M A BELIEVER, cause I've been surprise many times before and I know I'll be surprise again.
from TaiShang (pakistan defense forum)
As far as I understand, further stress has been made on self-sufficiency in critical technologies, which was not that strongly stressed in 2025 Plan. 2025 Plan, as I see it, is about China's assertion for presence in critical areas. As highlighted in the 5-Year Plan, the 2030 and 2035 visions aim for independence in key areas.
So, I see further emphasis on science and technology development in the new 5-year plan, not less.
Highlighted areas are:
Computing (
Internet infrastructure
Power
Life and biotech
Space exploration
The graph below makes a good summary:
AFAIK the CAP1400 nuclear power plant design has been finalized but no plant has been built yet. Under construction.
Several smaller AP1000 nuclear power plants have been built but that is not nationalized design.
I cannot say I am a big fan of clean coal. Coal power plants will always be around but I think large natural gas fuel cells would be a better objective. Like molten carbonate fuel cells.
Also energy efficient building construction (smart buildings). Another interesting thing long term would be ballistic conductors for HVDC long distance transmission.
I think hydrogen fuel is a bust. Bad idea. Waste of energy.
The quantum network sounds nice. Good to transfer sensitive data like crypto keys. I think they should also add a global satellite communications network to compete with Starlink. Hopefully better than Starlink.
The semiconductor process technology roadmap like you said seems kind of pessimistic. As for quantum computers I am not that certain they will be 'the' future like I said before.
Several smaller AP1000 nuclear power plants have been built but that is not nationalized design.
I cannot say I am a big fan of clean coal. Coal power plants will always be around but I think large natural gas fuel cells would be a better objective. Like molten carbonate fuel cells.
Also energy efficient building construction (smart buildings). Another interesting thing long term would be ballistic conductors for HVDC long distance transmission.
I think hydrogen fuel is a bust. Bad idea. Waste of energy.
The quantum network sounds nice. Good to transfer sensitive data like crypto keys. I think they should also add a global satellite communications network to compete with Starlink. Hopefully better than Starlink.
The semiconductor process technology roadmap like you said seems kind of pessimistic. As for quantum computers I am not that certain they will be 'the' future like I said before.
Huawei planning build its own chipmaking plant in China
Huawei is working on plans to build a chip plant in Shanghai that would not use the U.S. made technologies and streamline it directly for the core businesses such as telecom equipment.
According to a report from FT, Huawei’s chip plant would be run by a partner, Shanghai IC R&D Center, a chip research company backed by the Shanghai Municipal government.
The new fabrication plant will begin manufacturing 45nm chip this year and 28nm chipset by the end of next year. People familiar with the matter said that such a plan would allow Huawei to make smart TVs and other Internet of things products.
Following this initial technology node, Huawei then aims to produce 20nm by late 2022, which could be used for the 5G network gear and allowing the company to carry its business operations without U.S. technology.
However, we cannot expect this production to help in smartphone chip production anytime soon.
“The planned new production line will not help with the smartphone business since chipsets needed for smartphones need to be produced at more advanced technology nodes,” said a semiconductor industry executive briefed on the plans.
“But if it succeeds, it can become a bridge to a sustainable future for their infrastructure business, in combination with the inventory they have built and which should last for two years or so,” he said.
Huawei’s semiconductor division – HiSilicon, already has a long experience in the chip designing industry and can develop its capabilities in chip manufacturing, equipment, and materials.
Meanwhile, Huawei has declined to comment on this matter but we’ll keep you updated with the matter.
Source:
Huawei is working on plans to build a chip plant in Shanghai that would not use the U.S. made technologies and streamline it directly for the core businesses such as telecom equipment.
According to a report from FT, Huawei’s chip plant would be run by a partner, Shanghai IC R&D Center, a chip research company backed by the Shanghai Municipal government.
The new fabrication plant will begin manufacturing 45nm chip this year and 28nm chipset by the end of next year. People familiar with the matter said that such a plan would allow Huawei to make smart TVs and other Internet of things products.
Following this initial technology node, Huawei then aims to produce 20nm by late 2022, which could be used for the 5G network gear and allowing the company to carry its business operations without U.S. technology.
However, we cannot expect this production to help in smartphone chip production anytime soon.
“The planned new production line will not help with the smartphone business since chipsets needed for smartphones need to be produced at more advanced technology nodes,” said a semiconductor industry executive briefed on the plans.
“But if it succeeds, it can become a bridge to a sustainable future for their infrastructure business, in combination with the inventory they have built and which should last for two years or so,” he said.
Huawei’s semiconductor division – HiSilicon, already has a long experience in the chip designing industry and can develop its capabilities in chip manufacturing, equipment, and materials.
Meanwhile, Huawei has declined to comment on this matter but we’ll keep you updated with the matter.
Source:
It is a shame they did not start this earlier. But better late than never.
Should have seen it coming after ZTE sanctions if not before.
There are a lot of obstacles to have a non-US workflow. Having the lithography machines only scratches it.
I think there is a reason they start with 45nm and not 28nm which is what I think makes most sense for initial plant.
Probably not only the tooling but also the materials like masks.
Should have seen it coming after ZTE sanctions if not before.
There are a lot of obstacles to have a non-US workflow. Having the lithography machines only scratches it.
I think there is a reason they start with 45nm and not 28nm which is what I think makes most sense for initial plant.
Probably not only the tooling but also the materials like masks.
Hi gelgoog,
Agreed 100%, how naive of them to believe that they can compromise with the US. The American want total domination.
When WTAN post that Huawei will start to build a 45nm FABS, I was disheartened , why set a low bar, I was looking that they will automatically go with SMEE 28NM DUVL. But as you said you had to start somewhere and need to establish a working experience first.
They admitted it.
CEO Richard Yu with tears streaming down at a conference admitted biggest mistake for Huawei was focusing on IC design and nothing on IC manufacturing.
They could easily acquire SMIC back then when it was in trouble with TSMC lawsuit.
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The 22nm Chips will definitely be made as there is demand for it. However, i would also expect them to be making 14nm Chips as well by the end of 2022.
The localised 14nm production line would be ready in 2021. The SMEE 28nm DUVL would also be mass produced in 2022.
This will allow a Huawei 14nm FAB to be operational and in production sometime in late 2022. Huawei's partner, Huahong/ICRD already produces 14nm Chips currently in its own FAB, so this will not be a problem.
This 14nm process is a large node and will be the first FINFET Chip for Huawei. Apparently the 14nm Chip manufacturing equipment will only require a small upgrade in order to use it to produce 7nm Chips.
I think the FT article about Huawei making 22nm Chips by 2022 is probably being very conservative.
The 22nm Chips will definitely be made as there is demand for it. However, i would also expect them to be making 14nm Chips as well by the end of 2022.
The localised 14nm production line would be ready in 2021. The SMEE 28nm DUVL would also be mass produced in 2022.
This will allow a Huawei 14nm FAB to be operational and in production sometime in late 2022. Huawei's partner, Huahong/ICRD already produces 14nm Chips currently in its own FAB, so this will not be a problem.
This 14nm process is a large node and will be the first FINFET Chip for Huawei. Apparently the 14nm Chip manufacturing equipment will only require a small upgrade in order to use it to produce 7nm Chips.
manqiangrexue
Brigadier
Where is the evidence for this otherwise fabricated drama?
Hi TD739,
Welcome back bro, Yup its hard but he is man enough to admit it, but now need to focus. Its a tough road ahead, I think Huahong Semi will lend a hand for the initial operation, after that SMIC will come along if they were able to handle SMEE 28nm DUVL. I know you had your doubt , but this time there will be synergy between them. They need to because of supply urgency and also its part of the 14th 5 year plan.
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