Chinese semiconductor industry

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B.I.B.

Captain
I just did a little extra research into who 魏少军 is and what role he actually plays in the Chinese semiconductor industry. Apparent he's not just the head of China Semiconductor Industry Association IC Design branch. He is also the head of Institute of Microelectronics, Tsinghua
University.

According to the official Chinese semiconductor Industry association website, he is in a very critical role since at least 2014. He is in charge of #1 Chinese strategic technological development project focusing on core semiconductor, high end chips and essential EDA software.
The project's goal is to develop core domestic technology in those areas and make strategic progress catching up to world leading standards by 2020.

This project is the most important one (hence #1) among the sixteen major strategic technological projects outlined in Chinese long-term science and technology plan initiated from 2006. They were supposed to come to fruition in this year.

国家科技重大专项企业——01专项、02专项企业集中亮相IC China 2014

截止目前,小编从组委会获悉,与集成电路密切相关的两个重要国家科技重大专项企业将集中亮相展会,包括:01专项——“核心电子器件、高端通用芯片及基础软件产品”(01专项)、02专项——“极大规模集成电路制造装备及成套工艺”专项,预计ICChina2014展会将更为完整、全面地反映中国集成电路整体行业发展现状

"核心电子器件、高端通用芯片及基础软件产品"(以下简称"核高基重大专项")是《国家中长期科学和技术发展规划纲要(2006-2020年)》所确定的国家十六个科技重大专项之一。科技部是核高基重大专项的领导小组组长单位;工业和信息化部是核高基重大专项的牵头组织单位,是实施核高基重大专项的责任主体。核高基重大专项的主要目标是:在芯片、软件和电子器件领域,追赶国际技术和产业的迅速发展。通过持续创新,攻克一批关键技术、研发一批战略核心产品,为我国进入创新型国家行列做出重大贡献。包括展讯、华大、大唐为代表的01专项企业将参展。工信部电子司司长丁文武、01专项小组组长、清华大学微电子所所长魏少军将参与今年高峰论坛演讲,并就集成电路设计行业趋势和政策给出他的解读.

Essentially, China put a US worshiper in its premier domestic semiconductor and associated technology development project. This probably in part explains the slow progress of Chinese indigenous efforts over the last ten years.

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texx1

Junior Member
If he is really accountable for Chinas slow progress, then why don't they remove him.

Removing him would mean admitting mistakes. No politician in the world likes to do that.

Apparently many on Chinese social media is asking the same question. Still we would probably never find out if he's personally responsible.
The Huawei situation definitely shows China is ill prepared in domestic chip replacement and its associated technology.

If I had to guess, he and many others in the government probably never thought US would go this far, sacrificing profits and market shares from its own firms. Before the trade war, China still believed that it could rely on "internationalized supply chains". This phase was a slogan commonly used in many official trade policy papers and news. I guess the tech war exceeded china's planned worse case scenario.
 

marshalser

Banned Idiot
Registered Member
So, the sun shoots photons down at the panel, and the photon either hits or misses the electron, if it hits then you get power generation, if it misses you dont.
 

Orthan

Senior Member
Yes, Companies supplying SMIC will need licenses but those licenses will never be granted.

Dont be so sure. Companies also need licenses to supply huawei. At least some have already been granted. Perhabs smic can get some licenses, not for top equipment perhabs, but for some other.

when it’s an open option.

Thats the key part. There isnt and there wont be no such option in the future.
 

Tyler

Captain
Registered Member
But at that point (after Biden), China likely would have successfully developed EUVL machine. Also in 2025, a possibility that China's nominal GDP at par or even bigger than the US
By that time, it would look awkward for them to act like the big guy show boating all over the place.
 

WTAN

Junior Member
Registered Member
Well, the thing is there is no Chinese tool path to 7nm right now. If SMIC went that route they would have to delay the introduction of more recent nodes, which they already developed, for years. Causing it to fall further behind TSMC and Samsung's foundry business.
I agree that SMIC needs to rid of US tools or at least have an alternate set of tools as early as possible. But right now that is impractical.
AFAIK SMIC is already working with SMEE so it is not like they are unaware of possible problems. But to compete they need the proper tools.
SMIC is already under sanction by the US Govt, so it is very unlikely for the US to approve the sale of the latest Semiconductor Machinery to produce 7nm Chips.
SMIC might have already acquired this new equipment in their plans to produce the N+1 Chips, before being sanctioned.

It has been reported that SMIC in conjunction with other FABs have already stockpiled large quantities of parts and supplies and this will allow them to continue production of their ICs. With the stockpile, they may be able to continue production of 14nm and even the N+1 Chips. Eventually they will De-Americanise their FABs when the SMEE DUVL is ready for production.
 

Hendrik_2000

Lieutenant General
China can't rely on US for their semiconductor equipment irrespective of who is in white house
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China's tech industry relieved by Biden win - but not relaxed

Democratic 2020 U.S. presidential nominee Joe Biden celebrates onstage at his election rally in Wilmington
Josh Horwitz and Yingzhi Yang
Mon, November 9, 2020, 1:15 AM CST


By Josh Horwitz and Yingzhi Yang
SHANGHAI/BEIJING (Reuters) - China's technology industry, one of President Donald Trump's main targets in Washington's tussles with Beijing, hopes Joe Biden can create a more constructive relationship - but few think the rivalry will deescalate, executives and analysts say.

Trump's four-year term has already taught the industry the importance of self-reliance, and China's intentions to improve its domestic tech capabilities will not change, they said.
"When Biden takes office, tech companies in China might be relieved," said Fang Xingdong, director of the Consortium of Internet and Society at the Communication University of Zhejiang.

"At least, the United States is supposed to re-advocate openness, re-respect fair competition, and re-advocate innovation," Fang added. "However, in the high-tech field, competition and game theory will not end, and China and the U.S. will compete with each other with true innovation capabilities in the next decade."


Beijing has in recent months announced a new "dual circulation" model of growth to steer China's economy. This sees it reducing its reliance on overseas markets and technology by, for example, spending billions of dollars to encourage a domestic chip industry.

"It is possible that China and the United States may have a chance to negotiate to ease some of the technology issues," said an senior staff member at one of the blacklisted Chinese companies who declined to be named as he was not authorised to speak to the media.

"But it is difficult to change the long-term trend," he added. "The Trump administration has awakened the Chinese industry and development in the domestic industrial chain will continue to form a certain degree of independence."
 

ansy1968

Brigadier
Registered Member
SMIC is already under sanction by the US Govt, so it is very unlikely for the US to approve the sale of the latest Semiconductor Machinery to produce 7nm Chips.
SMIC might have already acquired this new equipment in their plans to produce the N+1 Chips, before being sanctioned.

It has been reported that SMIC in conjunction with other FABs have already stockpiled large quantities of parts and supplies and this will allow them to continue production of their ICs. With the stockpile, they may be able to continue production of 14nm and even the N+1 Chips. Eventually they will De-Americanise their FABs when the SMEE DUVL is ready for production.
Hi WTAN,

Are you referring this new equipment as a replacement for the already paid EUVL machine that had accidentally caught fire (ahem!!! sabotage by the American)?
 
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