Lots of coping, seething, and crying going on here.
Chinese semiconductor industry
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Lots of coping, seething, and crying going on here.
@dengyeye bro will the Japanese follow or will they rely on RCEP? As the German go in will that force the American to reconsider and also invest or they may sanction Merck...lol. @tokenanalyst @FairAndUnbiased bro do Merck provide products use for EUVL or purely for other products? from the initial investment seems rather small maybe they're trying to know the market?
Typical r/Nazi... I mean r/China.
I asked a question here, and it's good to see Koreans are thinking about the potential negative implications of opening fabs in the US.
Samsung and TSMC should be very worried about their fabs in Korea and Taiwan because, -like I mentioned earlier, I can see an executive order mandating that all electronics sold in the US only contain US made chips in the interests of national security .
Now you will have a situation where Taiwanese and Korean based fabs can't make chips for the US and Chinese markets, which make up like 60% of the market .
Tough times ahead for Taiwan and TSMC
Yitang Semiconductor Integrated Circuit Equipment R&D and Manufacturing Service Center capped
According to the news from the Industrial Design Institute, the "Yi Tang Semiconductor Integrated Circuit Equipment R&D and Manufacturing Service Center" project supervised by Jinglong Company of the Industrial Institute will start construction in September 2021, and will be 5 ahead of schedule on May 12, 2022. The task of capping the main workshop was successfully completed within a month.
In June 2021, Beijing Yitang Semiconductor Technology Co., Ltd.'s application for an IPO on the Science and Technology Innovation Board was accepted. Its prospectus disclosed that the company plans to raise 3 billion yuan, mainly for the Yitang Semiconductor integrated circuit equipment R&D and manufacturing service center project, the Yitang Semiconductor high-end integrated circuit equipment research and development project and development and technology reserve funds.
It is reported that after the construction of the Yitang Semiconductor Integrated Circuit Equipment R&D and Manufacturing Service Center project, the Beijing manufacturing base can achieve a substantial increase in the production capacity of dry degumming equipment, rapid heat treatment equipment and dry etching equipment; and simultaneously add multiple R&D Laboratory, training room, comprehensively enhance the company's integrated circuit equipment research and development, manufacturing and service capabilities.
According to the official news of Yitang Semiconductor, the company is headquartered in China, with China, the United States, and Germany as R&D and manufacturing bases, and is an integrated circuit equipment company operating globally. It is mainly engaged in the research and development of wafer processing equipment required in the integrated circuit manufacturing process. , production and sales. Yitang Semiconductor mainly provides equipment and application solutions for dry debonding, dry etching, rapid heat treatment, and millisecond annealing for global integrated circuit chip manufacturers.
Here are bidding infors for Chinese fabs，if you can find any bidding from new SMIC fabs rather than old fabs，please tell me.
2022 May
2022 April
2022 March
2022 February
2022 January
Do you have any source to prove that there is plenty of second hand 28nm equipments but no second hand 14nm equipments on the market？
Texas Instruments never have any 28nm fab as far as I know it，so the simple answer is TI cannot build 28nm fab because they don't have the expertise. Ti outsource many of their products to fabs in Taiwan, did you know that？
However, since the Ukrainian crisis, Russia, which has a weak semiconductor industry, has endured round after round of Western sanctions, but it has still been able to launch batches of cutting-edge weapons. Behind this seemingly unscientific situation, it is mainly due to the extremely solid basic theoretical capabilities and strong system engineering capabilities of Russian scientists .
In this regard, Chinese missile expert Guo Yanying once wrote that Russia gave full play to its technical advantages in electronic tubes and used radio frequency circuits and analog circuits to replace some key chips. Although there are no high-end chips, designers have taken independent innovation measures in many aspects, especially advocating to take advantage of strengths and avoid weaknesses, and design microwave (radio frequency) circuits and analog circuits with unique ideas and excellent performance to replace high-end chips.
Take the US Patriot-3 and Russia's S-300-2 phased radar as examples. The logic of the United States is to install the most advanced chips for radars, stack up computing power to solve problems, and achieve advanced performance.
However, Russia uses a "hetero-excited crystal oscillator" in the radar as an intermediate frequency signal accumulation. Although its volume is larger than a chip, it is smaller than a general integrated circuit and can replace the basic function of FFT (Furiai transform operation). Although there are inherent deficiencies due to the miniaturization of components, and the equipment looks "stupid and rough", the core indicators can basically reach the same level as the Patriots.
The S-300 anti-aircraft missile system
It is reported that a group of radar experts in the United States commented on the design of the Russian S-300 radar system: "high performance, low cost, and low power consumption." Among them, there are many innovations praised by American experts. For example, S-300 adopts X-band, uses low-loss waveguide for microwave transmission, and adds unique transceiver isolation technology to convert the total microwave of S-300's antenna feeder system. The loss is reduced to about 5dB. But the loss of Patriot radar antenna feeder system can be as high as 7-12dB.
It can be said that this kind of tricks to save the country and win by surprise have greatly enhanced the overall performance and armament strength of Russian weapons, while reducing the adverse impact of the lack of high-end chips on its national defense and military forces.
However, Guo Yanying also pointed out that Russia's use of analog circuits to replace high-end chips is also out of frustration. The widely circulated "other-excited crystal oscillator" is actually not a "universal artifact" in the field of Russian integrated circuits, nor is it "as long as Russia does not have chips" Just use it." Relatively speaking, he still agrees that the use of high-end chips will bring many obvious benefits to weapons and equipment.
It appears that the Russians are using their analog design capabilities to overcome their shortcomings in the design and manufacture of digital integrated circuits.
Analog ICs for computing have some advantages over digital ICs such as:
- Due to their analog nature, they could solve exact problems more efficiently than digital systems.
- Faster than a digital IC like a CPU.
-Can be made into mature nodes.
-Materials and design make a big difference in performance rather than the raw number of logic circuits.
But they have an obvious disadvantage:
-Very inflexible, can only be used for limited tasks. I think a larger number of chips will be required for the same digital system.
-Analog ICs for computing are probably much more difficult to design than digital ICs and require much more complex math than just binary logic. But the Russians have good mathematicians.
Either way it's an interesting paradigm shift on the part of the Russians
In this regard, Chinese missile expert Guo Yanying once wrote that Russia gave full play to its technical advantages in electronic tubes and used radio frequency circuits and analog circuits to replace some key chips. Although there are no high-end chips, designers have taken independent innovation measures in many aspects, especially advocating to take advantage of strengths and avoid weaknesses, and design microwave (radio frequency) circuits and analog circuits with unique ideas and excellent performance to replace high-end chips.
Take the US Patriot-3 and Russia's S-300-2 phased radar as examples. The logic of the United States is to install the most advanced chips for radars, stack up computing power to solve problems, and achieve advanced performance.
However, Russia uses a "hetero-excited crystal oscillator" in the radar as an intermediate frequency signal accumulation. Although its volume is larger than a chip, it is smaller than a general integrated circuit and can replace the basic function of FFT (Furiai transform operation). Although there are inherent deficiencies due to the miniaturization of components, and the equipment looks "stupid and rough", the core indicators can basically reach the same level as the Patriots.
The S-300 anti-aircraft missile system
It is reported that a group of radar experts in the United States commented on the design of the Russian S-300 radar system: "high performance, low cost, and low power consumption." Among them, there are many innovations praised by American experts. For example, S-300 adopts X-band, uses low-loss waveguide for microwave transmission, and adds unique transceiver isolation technology to convert the total microwave of S-300's antenna feeder system. The loss is reduced to about 5dB. But the loss of Patriot radar antenna feeder system can be as high as 7-12dB.
It can be said that this kind of tricks to save the country and win by surprise have greatly enhanced the overall performance and armament strength of Russian weapons, while reducing the adverse impact of the lack of high-end chips on its national defense and military forces.
However, Guo Yanying also pointed out that Russia's use of analog circuits to replace high-end chips is also out of frustration. The widely circulated "other-excited crystal oscillator" is actually not a "universal artifact" in the field of Russian integrated circuits, nor is it "as long as Russia does not have chips" Just use it." Relatively speaking, he still agrees that the use of high-end chips will bring many obvious benefits to weapons and equipment.
It appears that the Russians are using their analog design capabilities to overcome their shortcomings in the design and manufacture of digital integrated circuits.
Analog ICs for computing have some advantages over digital ICs such as:
- Due to their analog nature, they could solve exact problems more efficiently than digital systems.
- Faster than a digital IC like a CPU.
-Can be made into mature nodes.
-Materials and design make a big difference in performance rather than the raw number of logic circuits.
But they have an obvious disadvantage:
-Very inflexible, can only be used for limited tasks. I think a larger number of chips will be required for the same digital system.
-Analog ICs for computing are probably much more difficult to design than digital ICs and require much more complex math than just binary logic. But the Russians have good mathematicians.
Either way it's an interesting paradigm shift on the part of the Russians
The SMIC Shaoxing fab I think is a new fab that SMIC is making.
SMIC Shaoxing is a 200mm fab used for mature node
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