Chinese semiconductor industry

FairAndUnbiased said:

IMO it's because EE is just outright harder than computer science. In fact I'd say it's the 2nd hardest major overall (below only a math degree).

People say physics is math heavy. True but it is intuitive math, just some calculus, and it is easy to draw a picture in your head for classical mechanics, thermodynamics, even quantum mechanics (i.e. graphing simple wavefunctions). The graphs are easy to understand, usually something as a function of time or distance. These are relatively easy graphs to read: it's either something changing with time, or a spatial distribution.

Even in physics, the universally most hated/feared class is classical electrodynamics which is just 1 class but is basically half the classes for an EE.

Eventually you develop a 'intuition' and don't need too much math to explain concepts and most of all, you just view real world phenomena as a "modified case" of something you already solved before.

Electrical engineering is much more abstract.

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I think it has to do with money and media hype. My nephew started comp sci last year. I visited him once. As far as I saw his class had a lot of girls and party (seemingly) guys. Combining this with my experience in the workplace, it seems computer science's demographic has changed drastically in the last 5 years. It was just like other engineering branches while I was studying 16 years ago. It was full of introverted men like other engineerings still are. Now CS's student profile is more similar to law, etc... High salaries, very low unemployment of CS degree holders and media hype are drawing a lot of non-techy people in.

Also, truth to be told. The industry needs a lot more CS grads compared to EE grads. Modern chips and even PCBs are extremely multipurpose and very expensive to develop. Thus very few companies develop their own electronics. The modern electronics industry is mostly a few people designing multi-purpose stuff and a lot of other people using the said stuff in different ways.

BoraTas said:

I think it has to do with money and media hype. My nephew started comp sci last year. I visited him once. As far as I saw his class had a lot of girls and party (seemingly) guys. Combining this with my experience in the workplace, it seems computer science's demographic has changed drastically in the last 5 years. It was just like other engineering branches while I was studying 16 years ago. It was full of introverted men like other engineerings still are. Now CS's student profile is more similar to law, etc... High salaries, very low unemployment of CS degree holders and media hype are drawing a lot of non-techy people in.

Also, truth to be told. The industry needs a lot more CS grads compared to EE grads. Modern chips and even PCBs are extremely multipurpose and very expensive to develop. Thus very few companies develop their own electronics. The modern electronics industry is mostly a few people designing multi-purpose stuff and a lot of other people using the said stuff in different ways.

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Computer science has become more popular than EE because digital service jobs pay better at a lower skill level than semiconductors and electronics jobs do, especially as software engineering becomes more abstracted by large function libraries and automated syntax structures. You don't even need good grades or deep subject matter comprehension to become employable at very high salaries in CS. Most of today's CS jobs are about automating away business organization and service functions, aka human related dynamics, not about pushing the envelope of physical technological capabilities.

Yitang Semiconductor won the bid for 4 sets of rapid heat treatment equipment for the Shanghai Jita characteristic process project​

According to WeChat news and bidding platform information, on July 19, Shanghai Jita Semiconductor Co., Ltd. (hereinafter referred to as "Shanghai Jita") issued an announcement on the winning result of the equipment bid. Yitang Semiconductor Technology (Hong Kong) Co., Ltd. won the bid for 4 sets of rapid heat treatment equipment for the construction project of Shanghai Jita characteristic process production line.

It is reported that Yitang Semiconductor is mainly engaged in the research and development, production and sales of wafer processing equipment required in integrated circuit manufacturing, and provides dry degumming, dry etching, rapid heat treatment, millisecond annealing and other equipment for global integrated circuit chip manufacturers. and application solutions.

Precision cutting tools for oled, semiconductors and packaging.



Tensun Precision was founded in July 2006. It has been focusing on the two major product lines of precision dispensing and precision cutting (dicing), and has been deeply involved in the three major industries of 3C mobile phone industry chain, new display and semiconductor packaging and testing.

Tensun Precision has paid great attention to the R&D investment of core technology since its establishment. At present, it has mastered the core technology of precision motion control technology, precision dispensing core technology, and precision cutting (dicing), and has been built from core components to whole. machine, and then to a high-tech precision equipment enterprise integrating automation systems. Tensun Precision Tensun is currently in the 3C mobile phone industry chain, TWS headset, OLED, MiniLED, MEMS, SIP system-level packaging, semiconductor wafer-level packaging and other fields. Tensun Precision Tensun's dispensing and cutting (dicing) has become the field or is becoming the preferred brand for the replacement of imported equipment in this field.

Looks like SMIC is gearing towards a 12nm process. They also seen to be developing advanced packaging techniques collaborating with u-precision in hybrid bonding.

Empyrean Technology Launches Empyrean Patron®, a High-Performance Transistor-Level Power Integrity Analysis Solution​

Beijing,China — July 13, 2022 —Empyrean Technology, an industry-leading Electronic Design Automation (EDA) and service provider, today launched

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, a high-performance transistor-level power integrity analysis solution, at the Design Automation Conference (DAC) 2022. Empyrean Patron® empowers IC designers to efficiently generate accurate, comprehensive, and reliable EM/IR data and report various EM/IR issues. As an important application built on top of a comprehensive EDA tool suite of Empyrean Technology for analog IC design, Empyrean Patron® satisfies the urgent needs of IC designers as one of the industrial leading EM/IR analysis solutions.
Michael Zhang, Division Manager at Diodes Incorporated (Diodes), a global semiconductor manufacturer, said, "Diodes has conducted an evaluation on Empyrean Patron®. It features a simple, user-friendly, and graphics interface for pre-configuration and result display. It runs much faster in the actual design than our current tool set. What's more, thanks to Empyrean Technology's existing simulation acceleration technology, the larger the size of our chips, the more remarkable the acceleration effect. Empyrean Patron® enables our engineers to quickly upload the analysis results to the built-in chip inspection platform for result highlighting and sorting. Its unique Probe On feature also facilitates users to prompt and display analysis results for review. These back-annotation features of the tool save our engineers time, give direct and visual message as compared to other legacy tools. As for service, we can get timely and efficient application support from Empyrean Technology's expert team at any time."
Moore’s Law and Post-Moore Law are driving the IC industry to integrate increasing number of transistors into same or shrunk size chips. Chip area left for in-chip instances and interconnects becomes limited and precious. The challenges of electromigration and IR-drop (EM/IR) will be overwhelming for low voltage design, IoT design, and automotive electronic products. Meanwhile, the advanced nodes need thermal-aware EM analysis due to the sensitivity of device/metal heating effect.
As a transistor-level power integrity analysis solution, Empyrean Patron® features dynamic EM/IR, self-heating effect, and multi-state EM/IR analysis. It also features a lightweight, easy-to-configure, user-friendly, and visualized interface that supports layout back-annotation of all power integrity analysis results in an intuitive and fast fashion. Powered by Empyrean ALPS® SPICE simulator and supported by Smart Matrix Solver technology, Empyrean Patron® runs 2 times faster than traditional tools. Its directive mode ensures zero accuracy loss for high-precision EM/IR analysis, while its patented iterative mode reduces turnaround time for high-performance EM/IR analysis.
Vincent Dong, Deputy General Manager of Empyrean Technology, explained, "Empyrean Patron® improves Empyrean Technology comprehensive design solution offering for designs of large-scale analog circuits. The great success at Diodes leads to the official introduction of Empyrean Patron® to all IC designers at the premier global electronic design automation conference DAC and we encourage them to evaluate this outstanding EM/IR analysis solution."

tokenanalyst said:

Looks like SMIC is gearing towards a 12nm process. They also seen to be developing advanced packaging techniques collaborating with u-precision in hybrid bonding.

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Link please

antiterror13 said:

Link please

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Just a hint I saw on Sypnosys.

North Huachuang won the bid for Mianyang BOE's sixth-generation flexible production line project for 14 toxic gas treatment machines​

the bidding result of an equipment for the 6th generation AMOLED (flexible) production line project of Mianyang BOE Optoelectronics Technology Co., Ltd. was announced. The winning bidder is Beijing North Huachuang Microelectronics Equipment Co., Ltd., and the target is 14 toxic gas treatment machines.

NAURA’s official website shows that its main business is semiconductor equipment, vacuum equipment, new energy lithium battery equipment and precision components, involving plasma etching equipment (Etcher), physical vapor deposition equipment (PVD), and oxidation diffusion equipment (Oxide/Diff) etc., to provide solutions for semiconductors, new energy, new materials and other fields.

In addition, on July 1, NAURA won the bid for one epitaxial reactor procurement project of Shanghai Xinsheng Semiconductor Technology Co., Ltd.; on July 14, NAURA won the bid for the dry etching machine of Guangxi Huaxin Zhenbang Semiconductor Co., Ltd. Project 1 dry etching machine. (Proofreading/Xiang Rui)

hvpc said:

Hi, could you elaborate how you come up with 24 ASML DUV for the first six months of 2022? ASML has not announced its Q2 results yet. Perhaps you meant 24 in Q1?

China has the largest ASML revenue share in Q1. But ASML shipment varies quite drastically QoQ. It’s not accurate to claim that China has biggest litho share for entire 2022 based on a single quarter result.

Could you also share highlights (no need for detail right now) of this Q42022 domestic DUV news that you are expecting?

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Here’s latest Q2 result that backed up what I said earlier.

China share of ASML revenue in Q2 at 10%. But no need to worry or read too much into it. This just typical quarter to quarter tool allocation variation.