Chinese semiconductor industry

From @Oldschool, ASML is not suicidal as many people had thought, unlike the Japanese who are willing to commit Seppuku.

Oldschool​

Junior Member​

Registered Member
9 minutes agoNew
It's too late for US to pressure Dutch stop shipping DUV immersion to China. Up to now, China already received close 80 DUV immersion systems and more coming in. Dutch so far refused to comply with US's demand.
US can't stop China in the main battle ground of EV.

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And one of the battleground is EV.

Oldschool​

Junior Member​

Registered Member
15 minutes ago
The main battle area for China is EV, not IoT.
THis is what made US so nervous about. China has made alot of higher node power electronics and logic, sensors for Electric car.
Each EV can have up to few hundred ICs. Alot of power IC, MEMS, CMOS sensors, MCUs.



THe most expensive chip in this car is the general purpose DSP(digital signal processor) , 200 Yuan.
All the chips in this car doesn't even need 28nm immersion DUV , 55nm/45nm dry DUV is enough.


THis is CHina's main battle ground.

ansy1968 said:

From @Oldschool, ASML is not suicidal as many people had thought, unlike the Japanese who are willing to commit Seppuku.

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Don’t you mean the Dutch? ASML hasn’t been the one looking to ban their own exports to China as far as I am aware.

Neat RAD-Hardened ICs for the Chinese space program.

ansy1968 said:

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[HEADING=3][HEADING=3]Oldschool​

Junior Member​

Registered Member
15 minutes ago
The main battle area for China is EV, not IoT.
THis is what made US so nervous about. China has made alot of higher node power electronics and logic, sensors for Electric car.
Each EV can have up to few hundred ICs. Alot of power IC, MEMS, CMOS sensors, MCUs.

Click to expand...

A figure of 3000+ semiconductors in a car has been mentioned.

Domestic EDA verification and debugging tools achieve breakthroughs and improve chip design efficiency​

After decades of development, every link of chip design is now inseparable from the participation of EDA tools, involving the whole process of verification, debugging, logic synthesis, layout and routing. Especially in the key verification and debugging links, it can be said that it is the "Ren and Du two veins" that open up the chip tape-out. If this link is blocked, the "secondary damage" will be unimaginable.

Especially in the current situation that most of the domestic EDA tool market share is occupied by foreign giants, on the one hand, the United States continues to increase its restrictions, and the intensity of "stuck neck" is intensifying; on the other hand, most of the tools of international giants tend to close the process. With the vigorous development of the domestic semiconductor industry, how domestic EDA manufacturers focus on solving the problem of tools from 0 to 1 has become a new mission of the times.



Seeing this opportunity, Shanghai Hejian Industrial Software Group Co., Ltd. (hereinafter referred to as "Hejian Industrial Software"), which has a multi-point layout in the field of EDA tools, recently launched a new UVD debugging tool to help domestic semiconductor designers in the verification and Debugging link "clearance".

Achieve breakthrough from 0 to 1

It has to be said that international manufacturers have already occupied the first-mover position in the field of EDA verification and debugging tools, but for the emerging EDA manufacturers in China, there is still room for wrestling and opportunities to break the game.

"The architecture and technology of verification and debugging tools need to be continuously innovated with the development of verification process and methodology, and foreign manufacturers will inevitably have burdens due to long-term accumulation. At the current time node, domestic EDA manufacturers can stand at a higher level. Starting from the starting point, design the architecture and functions of the product based on a comprehensive verification panorama, solve problems from 0 to 1, and achieve new breakthroughs.” Gao Bo is full of confidence in this.

Obviously, it has become an important task for domestic EDA manufacturers to focus on the needs of debugging tools and build a stable and efficient verification and debugging platform.

New Advancement of UVD

Based on the deep insights of verification and debugging tools, combined with the technical resources accumulated by the Hejian Industrial Software team in the field of digital chip verification, as well as the unbreakable and unbreakable architectural innovation, Hejian Industrial Software has taken the lead in developing a variety of core verification tools. Continued investment in debugging tools began, and now UVD is on the market.



(Picture: UVD main interface)

Gao Bo introduced in detail that the advantages of Hejian Gongsoft UVD are reflected in its simplicity and ease of use. It adopts advanced UI technology, the interface is simple, and it adapts itself according to the functions used, which greatly improves the user experience. The second is high efficiency and high performance, which is reflected in the processing efficiency and interactive performance of large-scale data. For example, high-performance waveforms can compete with mainstream products on the current market, and the compression ratio compared to VCD (Value Change Dump) can reach several Ten to thousands of times.

What's more worth mentioning is that Hejian Gongsoft UVD has a "long-term plan" in the design of the architecture and data interface: it supports the debugging of different verification tools and the unified data sharing and collaborative debugging between different tools.

FriedButter said:

Don’t you mean the Dutch? ASML hasn’t been the one looking to ban their own exports to China as far as I am aware.

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@FriedButter Yeah BUT Mark Rutte is a CIA man and with the Farmers protest , I hope he will think rationally and decide for his country future and not of the US or else I'm not Dutch BUT I see him the next to be guillotine.

hvpc said:

The bubble chart below should provide clues to why despite big YoY growth, the domestic fabs' foundry marketshare doesn't change much in the pie charts I shared earlier. Domestic fabs has definitely gained a larger share of world wide IC output capacity, but not as much as the actual value-based marketshare, which is the one that matters.

Without EUVL, it will be increasingly more difficult to keep or close the gap between domestic IC industry and rest of the world. 5nm node capacity is still expected to grow as well as its value. 3nm is expected to be an even bigger node.

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I wouldn't underestimate the value of trailing edge nodes. While value-based marketshare and thus the leading edge nodes is what matters in peace time, trailing edge nodes is what matters when crap hits in the fan. As the Russian sanctions have shown, while their commodity based economy may not be valued much in dollar terms, when the world can't function without your commodity your economy matters a heck a lot more than can be measured in dollars.

The world can function fairly well without <10nm chips, but it can't without the commodity chips. Every electronic item needs them, from your $10 Casio watches to $100 microwaves to $1000 refrigerators to $50k EVs. Also like oil/gas production, even when other countries have the capability to step up production, they won't be able to do it quickly and it's a sector with diminishing returns so people are less willing to invest in them. If China can capture as much of the commodity chip market as Russia did the fossil fuel/agricultural sector in the world, it would be a very potent insurance against blanket sanctions that Russia is facing.

dingyibvs said:

I wouldn't underestimate the value of trailing edge nodes. While value-based marketshare and thus the leading edge nodes is what matters in peace time, trailing edge nodes is what matters when crap hits in the fan. As the Russian sanctions have shown, while their commodity based economy may not be valued much in dollar terms, when the world can't function without your commodity your economy matters a heck a lot more than can be measured in dollars.

The world can function fairly well without <10nm chips, but it can't without the commodity chips. Every electronic item needs them, from your $10 Casio watches to $100 microwaves to $1000 refrigerators to $50k EVs. Also like oil/gas production, even when other countries have the capability to step up production, they won't be able to do it quickly and it's a sector with diminishing returns so people are less willing to invest in them. If China can capture as much of the commodity chip market as Russia did the fossil fuel/agricultural sector in the world, it would be a very potent insurance against blanket sanctions that Russia is facing.

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Smaller nodes have more value per chip but older nodes make the bulk of the chips fabricated. One 7nm SOC vs a thousand 130nm MCUs for example.

In the era of 8-inch silicon carbide, the domestic SiC resistance crystal growth furnace is mass-produced!​

Semiconductor Lighting Network learned: In June 2022, Hengpu Technology launched a new generation of 2.0 version SiC resistance crystal growth furnace . The furnace type launched this mass production is a new version based on Hengpu's previous generation 6- and 8-inch resistance furnaces. The market demand for SiC resistance crystal growth furnaces.

　　In order to solve the pain points of the industry, Hengpu Technology has launched a SiC crystal growth technology platform with shaft diameter separation as the core technology and graphite heating , which is combined with new technology to break through the problem of crystal growth, rapid growth and thick growth . core needs of the industry.

The new generation of graphite heating crystal growth furnace actively adjusts its regional temperature in the radial region of the seed crystal, and the axial temperature adjusts its regional temperature through the thermal field of the material region, thereby realizing shaft diameter separation.

Ningbo Hengpu Vacuum Technology Co., Ltd. is a key equipment supplier in the metal injection molding (MIM) field and wide bandgap semiconductor field based on material research and with high temperature thermal field environment control as the core technology. It is mainly engaged in metal injection molding. (MIM) R&D, production and sales of thermal equipment such as degreasing and sintering furnaces, silicon carbide crystal growth furnaces, and silicon carbide homoepitaxial equipment.

New development and new pattern, Micro-Director is pleased to receive an order from a semiconductor core enterprise, striding into the ALD equipment market for advanced memory applications. Microguide's deep technical reserves and strong technological innovation capabilities enable the R&D team to respond quickly to customers' early product development stages and even industrialization needs and provide customers with customized one-stop process solutions, which quickly win customer recognition.

Relying on cutting-edge ALD equipment that has been independently developed and completed production line verification, combined with rich manufacturing experience, a gradually improved supply chain and strong R&D resource support, Microguide has broken through in the semiconductor manufacturing equipment industry with extremely high technical barriers, and successfully cooperated with the company. Domestic core semiconductor customers have reached cooperation and achieved a major breakthrough in related ALD process technology.

Microguide can not only provide customized one-stop process solutions for domestic leading semiconductor manufacturing companies, but also help emerging companies in the industry to achieve technological breakthroughs. It has broken the long-term monopoly of the key processes of semiconductor advanced manufacturing process by a very small number of foreign equipment manufacturers, realized the technological upgrading and technological breakthrough of key equipment of advanced storage technology in my country's integrated circuit industry, and accelerated the development of the industry.