Chinese semiconductor industry

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tokenanalyst

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The foundation stone was laid for the Qingdao Tenren Micro-Nano Headquarters Project, focusing on nano-imprint lithography technology​


According to information from Hunan Liujian Shandong Branch, the Qingdao Tianren Micro Nano Headquarters Project is located in Qingdao Future Technology Industrial Park, No. 106, Xiangyang Road, Chengyang District. The total investment of the project is about 250 million yuan, covering an area of about 8,901 square meters. 3.0, the total planned construction area is about 31,703 square meters, of which the above-ground construction area is about 26,703 square meters and the underground construction area is about 5,000 square meters.

It is understood that Qingdao Tenren Micro-Nano Technology Co., Ltd. (abbreviation: Tenren Micro-Nano) was established in 2015. It is a provider of micro-nano processing equipment and solutions, focusing on the field of nano-processing. The company is committed to expanding nano-imprinting The application of technology in innovative products such as light-emitting diodes, micro-nano electromechanical systems, virtual and augmented reality optical waveguides, 3D sensing, biochips, displays, and solar energy. Its official news shows that the company provides customers with a "one-stop" solution for nanoimprint lithography.

In 2021, Tenren Micro Nano announced the completion of tens of millions of yuan in Series A financing exclusively invested by SMIC Juyuan.

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North Huachuang: The company has full orders for silicon carbide crystal growth equipment, and it is expected that more than 500 units will be shipped this year​


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a few days ago, on the investor interaction platform, North Huachuang said on the investor interaction platform that in recent years, the company has sold nearly 5,000 single crystal furnace products to customers. Due to the continuous rise in the price of silicon raw materials, downstream customers In the first quarter of 2022, the company's single crystal furnace product shipments decreased compared with previous years.

However, it revealed that the company's silicon carbide crystal growth equipment is full of orders, and it is expected to ship more than 500 units this year, which has become the first choice for domestic mainstream customers.

In response to the current situation of customer orders, NAURA bluntly stated that the company currently has sufficient orders on hand, production and operation are normal, and its performance is expected to maintain growth in the first half of the year.

When it comes to whether the epidemic has affected the company's production and operation, NAURA said that due to the global supply chain tension and the impact of the domestic epidemic, the delivery cycle of imported parts and domestic parts has been extended, resulting in the company's semiconductor equipment delivery cycle may be shortened. extended. In the short term, the decline in consumer electronics has led to the relief of core shortages. In the long run, it should not have an impact on the capital expenditure of the domestic integrated circuit industry. At present, the company has full orders and normal production and operation.

According to the data, NAURA is mainly engaged in semiconductor equipment, vacuum equipment, new energy lithium battery equipment and precision components, providing solutions for semiconductors, new energy, new materials and other fields.

It is understood that NAURA's advanced process etching machine and thin film deposition equipment (14nm) have passed the multi-channel process verification at the client and have achieved mass production applications; the company's PECVD, LPCVD, APCVD, ALD and other CVD products are widely used In the fields of integrated circuits, advanced packaging, power devices, new energy photovoltaics, third-generation semiconductors, etc. Since the company's ICP etching machine entered the market in 2005, it has delivered more than 2,000 cavities Storage, advanced packaging, power devices, third-generation semiconductors and other fields.​
 
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Even though SMIC got into 14nm a few years ago，it seems that 14nm never enter mass production.

All SMIC's planned new fabs for next few years are 28nm，and in SMIC's financial report the revenue from 14nm and 28nm are lumped together now，instead of listing them separately as it used to be. All these indicates that 14nm production aren't going well in SMIC.

And this is not surprising since US sanctions was imposed on SMIC not long after they got into 14nm. SMIC is having trouble to obtain equipments that are necessary for 14nm node from the US，and the domestic equipment isn't mature enough at the moment.
 
PopularScience

PopularScience

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tonyget said:
Even though SMIC got into 14nm a few years ago，it seems that 14nm never enter mass production.

All SMIC's planned new fabs for next few years are 28nm，and in SMIC's financial report the revenue from 14nm and 28nm are lumped together now，instead of listing them separately as it used to be. All these indicates that 14nm production aren't going well in SMIC.

And this is not surprising since US sanctions was imposed on SMIC not long after they got into 14nm. SMIC is having trouble to obtain equipments that are necessary for 14nm node from the US，and the domestic equipment isn't mature enough at the moment.
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You need to read more about China semiconductor industry especially in this thread. Huawei 14 nm CPU was manufactured by smic before the sanction.
 
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ansy1968

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PopularScience said:
You need to read more about China semiconductor industry especially in this thread. Huawei 14 nm CPU was manufactured by smic before the sanction.
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@PopularScience thank you bro, I want to respond BUT I keep repeating myself, he correlates that since SMIC use ASML maybe they will be affected, so to ease his concern I will repost again last year article about China 14nm domestic development.

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Jun 23, 2021 — Chinese officials expect local semiconductor industry to adopt 14 nm for high-volume applications by end of 2022.
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Jun 23, 2021 — China's demand for local chip production capacity has never been so strong, and progress has been very rapid. The 28nm process will be the ...
 
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tokenanalyst

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tonyget said:
Even though SMIC got into 14nm a few years ago，it seems that 14nm never enter mass production.

All SMIC's planned new fabs for next few years are 28nm，and in SMIC's financial report the revenue from 14nm and 28nm are lumped together now，instead of listing them separately as it used to be. All these indicates that 14nm production aren't going well in SMIC.

And this is not surprising since US sanctions was imposed on SMIC not long after they got into 14nm. SMIC is having trouble to obtain equipments that are necessary for 14nm node from the US，and the domestic equipment isn't mature enough at the moment.
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Weird because the explicit say it in their website that entered mass production in 2019. That they don't have many costumers may be another thing.

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tonyget

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ansy1968 said:
@PopularScience thank you bro, I want to respond BUT I keep repeating myself, he correlates that since SMIC use ASML maybe they will be affected, so to ease his concern I will repost again last year article about China 14nm domestic development.

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Jun 23, 2021 — Chinese officials expect local semiconductor industry to adopt 14 nm for high-volume applications by end of 2022.
You've visited this page 2 times. Last visit: 10/10/21

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Jun 23, 2021 — China's demand for local chip production capacity has never been so strong, and progress has been very rapid. The 28nm process will be the ...
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I never say ASML did I？Lithography machine isn't the only equipment needed in chip production，there are many other type of machines required. US manufactures AMAT/LAM/TLA currently dominates that sector.

All the articles you mentioned use the word “expect”，which isn't much different from those articles say SMIC is "expect" to produce 7nm chip. Well maybe, but until there is concrete evidence it's all speculation.

Think about it，if SMIC is going to scale up the production of 14nm，why are they not building new 14nm fabs？Why are they only building new 28nm fabs？
 
FairAndUnbiased

FairAndUnbiased

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tonyget said:
Even though SMIC got into 14nm a few years ago，it seems that 14nm never enter mass production.

All SMIC's planned new fabs for next few years are 28nm，and in SMIC's financial report the revenue from 14nm and 28nm are lumped together now，instead of listing them separately as it used to be. All these indicates that 14nm production aren't going well in SMIC.

And this is not surprising since US sanctions was imposed on SMIC not long after they got into 14nm. SMIC is having trouble to obtain equipments that are necessary for 14nm node from the US，and the domestic equipment isn't mature enough at the moment.
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I believe they lump FinFET together (<14 nm) not 28 and 14 nm
 
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