Chinese semiconductor industry

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olalavn

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The official Great Wall of China announced that the company's Zhengzhou Railway Transport Information Technology Research Institute, based on the experience and development base of semiconductor laser invisible wafer cutting equipment, introduced a new technology that fully supports cutting ultra-thin wafers. Fully automatic 12 inch laser grooving equipment .

in addition to conventional laser grooving, it also supports 5nm DBG process, ultra-thin wafer full cutting function below 120 microns, IGBT fab-related processes and TAIKO ultra-thin ring cutting and other Other high-precision processes finish the process.

The Great Wall of China official claims that the device's modular design can support lasers of different pulse widths (nanosecond, picosecond, femtosecond). The self-developed optical system can continuously adjust the width and length of the spot. With high-precision motion control platform and other technologies, it is combined with laser stealth cutting equipment to solve the problems of laser stealth cutting equipment on surface materials, thickness , crystal orientation and resistivity. Limit, which helps control product breakage rate and improves chip yield.
 

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hvpc

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I thought early you said that SMIC already announced they have this level of technology so this wasn’t a surprise. SMIC is already sanctioned. How does this report give US hawks a smoking gun? When it was already announced a couple years ago That they can do this? I just want to clarify the contradictory conclusions.
SMIC did make this announcement of N+1/N+2 was in 2020. Many not familiar with the industry do not fully understand what N+1 & N+2 means so have many different interpretations. And there's lot of speculations on SMIC's actual progress.

Those close to the Chinese semi industry are not too surprised about this TechInsight report. At least those I talked to this morning, no one was surprised. It's no secret in the circle that SMIC had shipped bitcoin chips to their customer last year. So, what I mean is many people are aware of this so is no secret.

There's a lot of speculations and doubts by the westerners on the validity of SMIC's claim from 2020. The most significant one, I think, is most think SMIC could not ship actual N+1/N+2 wafers to customers. So having an actual SMIC chip will rule out those western naysayer.

Having read the little excerpt from TechInsight, they are also in agreement with what I said that the "7nm" chip they analyzed are N+1 chips. And that these chips is a precursor or a learning step to get to true 7nm or N+2. But since other articles that are hyping TechInsight's analsyis are all calling this chip 7nm or N+2, I'm sure the hawks will jump on this twisted "truth" to push their agenda along. The part about 'smoking gun' and the 'hawks' is my guess. Maybe the hawks had been aware of this or maybe they are learning about this for the first time....I'm assuming they know about it but have no solid proof in making my speculation.

Hope this clarifies what I was trying to convey.
 
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hvpc

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我觉得光刻机这么复杂的系统,调试过程中出现问题很正常。没必要对清华冷嘲热讽的。何况具体情况未知。让子弹再飞一会儿吧。。。

不负责任转载水木BBS上另一篇所谓的辟谣贴。就当是听听另一方的声音吧。

“ 所谓清华双工件台拉胯纯属造谣

1. 清华作为02专项子项目承担方,研究课题早已通过验收好多年了;
2. 研究结项之后,课题负责人朱教授的公司华卓负责产业化;
3. 所谓最近“双工件台拉胯”谣言的根据,就是华卓在上市材料中,把双工件台从主营业务中拿掉了;
4. 拿掉的原因华卓解释的很清楚,上海微电子是光刻机集成商,上微光刻机整机无法规模出货,工件台营收自然好不了,在上市材料里面作为主营业务不合适;
5. 至于上海微电子的光刻机卡在哪个部件了,这个部件哪个公司哪个学校负责,只能呵呵了。 ”
Thanks for sharing. I'll have to use Google translator after work to study what this says.
 

ansy1968

Brigadier
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@ansy1968 I think we may have found the Huawei fab that we had discussed offline. I thought it's the one in Shenzen.

@olalavn, could you share more about this Huawei fab?
@hvpc Yes bro, I'm so happy right now and thanks to you both for making it happen. :)

And thanks to @Oldschool also, there are doubts as @gelgoog had pointed out that SMIC doesn't operate a FAB in Chengdu, so this info from @olalavn clarify it, maybe a JV between SMIC and Huawei?
 
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