Chinese semiconductor industry

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european_guy

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Japan is finally catching on to the Jai Hind spirit.

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Umm...I wonder what happened the last time Japan had an edge in semiconductors.

Well, makes sense for US not put all its eggs on TSMC's basket.

Japan, from the point of view of US, has already well proven itself to be very "obedient", they are perfect for the typical unbalanced partnership that US requires from his "allies". Joint venture between Western Digital and Toshiba in NAND memories, could be a template of what to expect, with the added feature that in this case, not only actual fabrication is on Japan shoulders, but also most of the money will come from Japan.

IBM is a zombie company today, they even don't know what they are doing anymore. It will be Japan research, Japan money, Japan production...and US rule. And for some reason that is unfathomable to me, apparently Japanese people are happy with this.

...and for giving them the high privilege to serve US, Uncle Sam will ask them in exchange to block equipment sell to China, that is the main strategic US target in all of this.

Anyhow this is just a plan at the moment....still very far from actual reality.
 

ansy1968

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Well, makes sense for US not put all its eggs on TSMC's basket.

Japan, from the point of view of US, has already well proven itself to be very "obedient", they are perfect for the typical unbalanced partnership that US requires from his "allies". Joint venture between Western Digital and Toshiba in NAND memories, could be a template of what to expect, with the added feature that in this case, not only actual fabrication is on Japan shoulders, but also most of the money will come from Japan.

IBM is a zombie company today, they even don't know what they are doing anymore. It will be Japan research, Japan money, Japan production...and US rule. And for some reason that is unfathomable to me, apparently Japanese people are happy with this.

...and for giving them the high privilege to serve US, Uncle Sam will ask them in exchange to block equipment sell to China, that is the main strategic US target in all of this.

Anyhow this is just a plan at the moment....still very far from actual reality.
@european_guy bro like @GodRektsNoobs had posted " in their dreams", the TSMC Arizona FAB IF finished in 2025 will be producing 5nm chips and you think they will allow Japan to do 2nm...lol Bro the US want Japan to buy the Chips not to produce it. The Japanese are not part of the 5 eyes, even IF Japan had a facial cosmetic change until they spell the word "Love" instead of "Rove" they're an outsider and so is Europe.
 

ansy1968

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Guys@hvpc sent me this, can it be used for logic chips?

NXT:2100i makes a 20% step in on product overlay vs the NXT:2050i for a typical DRAM application 29 Sept. 2021 Slide 14 Improved scanner metrology software Improved setup repro for overlay Wafer table Improved overlay & lifetime improvements Projection optics Improved lens and cross matching control Optical sensors improved camera & thermal conditioning Alignment 12 colors 65 marks, small marks, combined layout Reticle handler Faster conditioning and lower reticleto-reticle temperature variation 2D Reticle stage grid calibration Reducing impact of reticle load errors on overlay NXT:2100i Throughput ≥295wph MMO ≤1.3nm On Product Overlay ≤1.4nm (DRAM) Overlay Productivity Public NXT platform reduces capital investment, fab s
 

ansy1968

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And here is his respond, thanks @hvpc. :cool: You explain things, a layman like me to easily understand and I'm grateful for your patience and wisdom, more power bro hope to hear more from you.

I asked this question, too.

The answer I received is the, that the advanced logic players going to N3 will have all be using EUVL for the most difficult layers. So their need for the improvement on NXT2100 over 2050 is not there. Meaning, the layers that are still using immersion are fine with NXT2050, these don't need benefit that comes with the new features on NXT2100.

For DRAM, their adoption of EUVL is less so. Only 1-4 most critical layers of beginning with D1z are on EUVL. The layers of less criticality on immersion scanners have less error tolerance. Moving these less critical layers to EUVL would be too expensive, keeping it on NXT2050 is not optimal. For these "in between layers" they will realize the improvement on the NXT2100 more.

This is why you may get a sense that DRAM players may be more open or more aggressive to adopt NXT2100.

Remember, this is not a game of buying the best tool for all applications. Fabs have to carefully balance how they produce wafers from a profit/loss perspective. This is unlike what our fabs enjoy....in China, everyone use much better systems for lesser applications. All fabs buys the best system (well, to an extent) they could get their hands on with less worry about P/L.


hard to answer your question completely. let me try.

1. from what I gathered from ASML roadmap: NXT2050+options = NXT2100
2. from resolution standpoint, all the NXT tools in my list could meet N3 resolution requirement through multiple patterning.
3. without EUV, the patterning scheme would be quite complex and the overlay requirement would be very tight and hard to maintain, monitor, and control in a high volume environment. NXT2100 has better overlay performance than 2050 than 2000, etc. But even so, it would make it impossible to use only immersion for 5nm or even 3nm.
4. In a small sample, SMIC is able to make and claim N+2 (7nm) with NXT2050. But they will not be able to, and have not demonstrate any trace of evidence they could do so in production setting. This is why even tsmc started with immersion to build small amount of wafers at subpar yield the switched to a EUV process for mass production

Now, many on this forum claimed you could use multiple patterning, keep splitting the CD pitch down to small CD size. This is not true. For a certain memory layers, the features are indeed simple lines and spaces....these you could easily use immersion and multiple patterning. The finlayer of logic's FinFET could be done using only immersion. And this is what even tsmc is doing even on N5 (N5 FinFet layer could be written without EUV).

The problem is with logic, most pattern are in what we called 2D pattern (horizontal and vertical lines at the same time or small contact holes). These layers at 7nm and below become increasingly difficult to make using immersion+multiple patterning.

If one just want to show off and produce a CD SEM image of line/space pattern. Then yes, immersion+multiple patterning could be used to hit 7nm/5nm-like feature sizes. But in the real world, no one will be able to make the into a controllable, high yielding production line. This is just a fact. It could be done, but the yield would be low and/or the effort needed just to make it work and maintain the process would make this to be not very cost effective.

Anyhow, I tried to use non-technical jargon to explain this to you. I hope you are able to follow. Feel free to ask follow-up clarifying questions as needed.
 
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ansy1968

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continue.... from @hvpc masterclass, hope all of you enjoy it as I do. :cool:


There are many different types of multiple-patterning. The one that most talked about is the litho-etch-litho-etch type. We called this LELE. This is actually a fairly simple and doable MP. But the process is complex.

For single exposure. (SE), you don't worry about how one line is patterned next to the next line because the line/space template is just a reduced image from the reticle/photomask (which you could safely assume the line line placement is accurate).

For LELE, one line is made with exposure A, and the next line is exposed with B. So any offset between exposure A & B (we called overlay) will need to be controlled. Scanners with improved MMO or matched machine overlay would be able to reduce the variability of pattern placement. But, you must monitor it to make sure the scanners did their job, right? Previously in SE, all you need to do is to monitor how the current exposure overlay to the previous layer on the bottom (one metrology step). With LELE, you'll need to monitor pattern overlay of exposureA-toB, exposureA-to-bottom, and exposure B-to-bottom. That's three metrology steps, three control loops.

So, more complex. But doable. Everyone could do this fairly successfully.

If we do what everyone here is claiming, just keep going with MP, let's say LELELE with exposure A, B, and C, besides, needing scanners to have perfect overlay all three times, the metrology step is now:
A-to-B, A-to-C, B-to-C, A-to-bottom, B-to-bottom, C-to-bottom....now, if we are talking about horizontal and vertical patterns on the same layer, the metrology steps doubles, too. With the extra complexity and needing to monitor, control all these potential source of error....man, it becomes difficult, cumbersome, and almost impossible to control. Yes, you may be able to get it right for a short while, but process do drift. Oh, I forgot, what I mentioned is if you keep everything on same scanners and etcher. If you starts to mix scanners and etchers, the number of SPC loop become even more complex,. It's easier to keep manufacturing of same batch of chip to one or two scanners. But not etchers. There are many etch chambers for each etch module....even in a lot of 20ish wafers, these has to split up between etch chambers. This lot of wafer needing to go through three different etch steps in a LELELE....my goodness, can imagine how you'd control the process? The metrology steps, the number of SPC, how/when to make correction would be nightmare.

So, it's a given that most feel LELE, or the other variant SelfAligningDoublePatterning (SADP) could be reasonably used and controlled. For logic guys, LELELE could be used, but mostly they use LELE to make smaller line/space pitch then use a third LE to cut out holes on the line to create separate features from a long space/line repeating pattern. For DRAM, SADP is okay, but everyone deemed SAQP (quadruple patterning) to be almost impossible

Because the SAxP type multiple patterning is done not with scanners. The line pitch splitting is done with deposition and etch. Since these cheaper, less accurate tools have much worse precision or repeatability compared to the scanners, the accuracy/precision correction needed in the multiple patterning could not be applied. So the error tolerance or process window of SAxP is a lot worse than the LELE type. This is why the LEx type MP could be than to LE3, but SAxP type is mostly kept at SA2P. The only time SAQP could be attempted is if the pattern is just ONLY line/space pattern (1D pattern).

So, as you see, what could be done in theory on simple 1D feature, only yield for a wafer/lot is a lot different in the actual use case where complex 2D pattern, high volume control, high yield, etc. is needed.

What most non-industry expert may be exposed to are simple tutorial online or in publication to explain concepts of multiple patterning. Most people are not even aware what it is like in the real world or in a HVM setting. I would say most if not all scholars do not understand the actual complexity unless they have first-hand experience,. and I can tell you there are very few of us lithography guys that have actual experience with advanced manufacturing of leading edge logic wafers.
 

tokenanalyst

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Gelun Electronics: NanoDesigner, an upcoming design EDA full-process platform product​


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On June 15th, Gaolun Electronics said on the interactive platform that NanoDesigner, the company's upcoming design EDA full-process platform product, can provide customers with circuit design input, simulation and verification, layout implementation, physical verification and design. The complete design process such as optimization covers the design of various memories, the design of analog circuits, and other application fields such as bottom-up transistor-level custom circuit design. The number of applications covered by the product increases and the product richness increases. It marks that the company chooses to prioritize breakthroughs in key links, and achieves phased results in the development strategy of promoting the whole-process construction with core advantageous products with international leading positions.

It is reported that NanoDesigner product carries the company's DTCO concept and design methodology, and integrates the company's superior design tools and core engines. The unique advantage of this full-process platform product is that it takes the industry-leading DTCO technology as the core driving force for differentiation. Product positioning and value enhancement, show the company's more than ten years of practical experience in participating in the international ecological chain through this product, promote rapid iteration and collaborative optimization between process development and chip design, and improve product PPA, yield and reliability, Provide customers with full-process solutions with international competitiveness.

According to the data, the introduction of this whole-process tool by Gelun Electronics is based on two points: First, from the strategic level, domestic substitution of the whole-process product is required. NanoDesigner can provide customers with a complete design process such as circuit design input, simulation and verification, layout implementation, physical verification, and design optimization, covering application areas including various memory design, analog circuit design, and other bottom-up transistor-level based designs. The customized circuit design of the product will increase the number of applications covered by the product and increase the richness. It is expected that the corresponding market size will also expand accordingly;​

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tokenanalyst

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Wanye Enterprise: Epitaxy and Endogenous Acceleration of Strategic Transformation to Solidly Promote the Development of Semiconductor Business​


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Jiwei.com news, on June 14, 2022, Shanghai Wanye Enterprise Co., Ltd. (stock abbreviation: Wanye Enterprise, stock code: 600641) held the 2021 Annual General Meeting of Shareholders. Eight proposals including the "2021 Annual Work Report of the Board of Directors" and "2021 Annual Work Report of the Supervisory Committee" were reviewed. Aijiwei participated in this online general meeting as its institutional shareholder and voted in favor.

In 2021, Wanye Enterprise achieved operating income of 880 million yuan; realized a net profit attributable to shareholders of listed companies of 377 million yuan, a year-on-year increase of 19.42%; integrated circuit equipment revenue of 123 million yuan, a year-on-year increase of 464.83%. During the meeting, the business development of Keystone, Jiaxin Semiconductor, and Compart, which is a subsidiary of Wanye Enterprise, became a topic of concern to shareholders.

Further expand the scale of semiconductor business

In recent years, Wanye Enterprise has implemented the high-quality integrated circuit industry M&A projects through the two-wheel drive of "extension M&A + industrial integration". proportion of the business.

Dr. Zhu Xudong, chairman of Wanye Enterprise, said at the meeting that epitaxial mergers and acquisitions have always been an important strategic policy of Wanye Enterprise to promote the company's rapid development into the integrated circuit industry. At present, the company has two integrated circuit equipment holding subsidiaries, Keystone and Jiaxin Semiconductor. At the same time, as the largest shareholder of Zhejiang Compart, the company will actively expand the target pool of M&A projects and further expand the business scale of the semiconductor sector. .

According to the annual report, the revenue of Keystone in 2021 is about 125 million yuan, a year-on-year increase of 468.89%, exceeding the performance assessment target of the employee stock ownership plan. On January 30 this year, Keystone received bulk orders from important customers, including 12-inch low-energy large-beam ion implanters and low-energy large-beam ultra-low temperature ion implanters. As of the end of April, the cumulative order amount in hand exceeded RMB 680 million. As a result, Keystone has become a strategic bulk procurement supplier recognized by important domestic customers, and the business has officially entered a new stage of high volume. On April 26 this year, Keystone successfully delivered the first batch of large-beam ion implanters for new orders to customers, and the first batch of multiple sets of equipment was successfully shipped in only 3 months.

Jiaxin Semiconductor achieved a breakthrough in sales revenue after its official operation in the fourth quarter of last year. Regarding Jiaxin Semiconductor's current operating conditions and future plans, Shao Weihong, Chief Financial Officer of Wanye Enterprise, said when answering questions from shareholders that the company is currently developing rapidly as a whole. Immediately, the factory was rented for R&D and manufacturing of 8-inch and 12-inch equipment. The 109 mu of land that was auctioned at the end of last year is now being constructed on the ground. The company will set up 6 subsidiaries and 2 business divisions. It is expected that the volume of follow-up orders will continue to grow steadily as the project progresses, talents are in place, and plant construction is completed. According to the investment agreement signed between the company and the People's Government of Xitang Town, Jiashan County, the annual output will reach 2,450 units/set of new equipment and 50 units/set of semiconductor remanufacturing equipment, with new equipment accounting for more than 95%.

Since the completion of the acquisition, the related products of Zhejiang Compart have entered the supply chain of domestic semiconductor equipment companies, and the operating income of Zhejiang Compart in 2021 will be about 920 million yuan. In April this year, the second phase of the National Big Fund plans to increase capital of 350 million yuan in praseodymium cores.

Regarding the long-term cooperation with the big fund, Liu Rongming, director and general manager of Wanye Enterprise, said that this is a very important milestone in the company's transformation. Since Da Fund became the third largest shareholder of Wanye Enterprise, it has provided valuable assistance to the company from a professional perspective, insight into the dynamic trends of the entire industry, and mature experience in a large number of projects. Compart) to accelerate development is of great significance.

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tokenanalyst

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Intel to launch Arc A380 GPU in China​

Joseph Tsai, DIGITIMES, TaipeiWednesday 15 June 2022
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Intel Arc A380 GPU. Credit: Intel

Intel has announced the availability of the Intel Arc A380 graphics processing unit (GPU), the first of its Arc A-series 3 graphics desktop products, providing mainstream gamers and content creators with a new option.
The Intel Arc A380 GPU, with 6GB of GDDR6 to support the latest games, will be available from desktop PC ecosystem partners Acer, Asustek, Gigabyte, Gunnir, HP, and MSI starting this month. The release will begin in China and expand globally during the summer.
Intel Arc A-series 3 graphics desktop products represent the next step in Intel's journey to bring discrete graphics to market. They are Intel's first fully featured desktop cards based on the Intel Xe High Performance Graphics (Xe HPG) microarchitecture.
The Intel Arc A380 GPU supports the full set of DirectX 12 Ultimate features, including hardware accelerated ray tracing, and delivers 1080p gaming experience at 60 frames per second (FPS) and above with popular game titles.
Intel Xe Matrix Extensions (Intel XMX) AI acceleration engines enable faster content creation and power Intel's AI-based super sampling technology, XeSS, which arrives this summer.
The Xe Media Engine enables the future of video processing with industry-first hardware AV1 encoding acceleration, also supports HEVC and H.264 encode and decode, and is capable of 8K resolution media processing, Intel said.
The Xe Display Engine supports up to four 4K 120Hz HDR displays, up to two 8K 60Hz displays, or up to 360Hz for 1080p and 1440p resolutions.
Intel Deep Link technologies harness the power of Intel CPUs and GPUs to unleash new levels of performance and efficiency across a variety of workloads.
The Intel Arc A380 GPU, with a recommended customer price of CNY1,030 (US$154), delivers up to 25% better performance per yuan than available competitive offerings as measured by performance on a selection of popular games.

I think this is the first sub-200 dollars GPU that I had seen since 2019.​
 

ansy1968

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以上海微电子为例,公司研发人员较长期只有数百人,2019年初达到1150名,但仅为阿斯麦的1/6。

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@PopularScience WoW!!!! from the article, you can say @Pkp88 post in May 5 2020 about A-SET is spot on. So what we discussed and predicted is on cue as well...lol

According to a research report released by Founder Securities in 2020, in the second phase of the 02 special lithography machine project, it is set to accept the 193nm light wavelength ArF immersion DUV lithography machine in December 2020. And this equipment directly targets the TWINSCAN NXT: 2000i, the strongest DUV lithography machine at this stage.
 
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