Chinese semiconductor industry

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tonyget

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huemens said:
Global Times posted this article few hours ago.

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It says the 232-layer chip was unveiled today.
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In this artical it says “YMTC didn't respond to a request for comment as of press time.”

So，still no official confirmation.

The only way we can know the exact number of layers，is from teardown report（techinsight）.

As far as I remember，there was no official confirmation of 128 layers NAND from YMTC either，YMTC doesn't have the habit of announcing layer numbers for whatever reason. It was the electronmicroscope examination report released by techinsight confirmed the existence of YMTC 128 layer NAND. SMIC 7nm node is the samething，we only get confirmation from techinsight report.
 
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hvpc

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huemens said:
Global Times posted this article few hours ago.

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It says the 232-layer chip was unveiled today.
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The Flash Memory Summit is taking place in Santa Clara, CA this week so we can expect many announcements from all the 3D-NAND players.

All are talking about >2xxL 3D-NAND. But must read carefully, as they are all at different phases of their technology roadmap. Some are starting mass production, some developed (but will mass produce in 2023), and yet others just announced more information about how they will build their 2xxL 3D-NAND chip.

To borrow a Chinese expression I just learned from a movie.....let the bullet fly, a bit longer.
 
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tonyget

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huemens said:
The other sign that they have succeeded in implementing 232L is the sudden sanctions coming in from US. US senators send a letter to Commerce department on July 28 requesting for the YMTC blacklist.
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It's nothing new really, US politicians have been advocating blacklist YMTC and CXMT since last year. I don't think it has anything to do with whatever number of layers YMTC was able to produce.
 
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huemens

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tonyget said:
It's nothing new really, US politicians have been advocating blacklist YMTC and CXMT since last year. I don't think it has anything to do with whatever number of layers YMTC was able to produce.
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The sanctions specifically mention layers. Here is a quote from Reuters.

Under the action being considered, U.S. officials would ban the export of tools to China used to make NAND chips with more than 128 layers, according to two of the sources. LAM Research Corp (LRCX.O) and Applied Materials (AMAT.O), both based in Silicon Valley, are the primary suppliers of such tools.
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weig2000

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tonyget said:
In this artical it says “YMTC didn't respond to a request for comment as of press time.”

So，still no official confirmation.

The only way we can know the exact number of layers，is from teardown report（techinsight）.

As far as I remember，there was no official confirmation of 128 layers NAND from YMTC either，YMTC doesn't have the habit of announcing layer numbers for whatever reason. It was the electronmicroscope examination report released by techinsight confirmed the existence of YMTC 128 layer NAND. SMIC 7nm node is the samething，we only get confirmation from techinsight report.
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It's completely understandable though. SMIC doesn't even breakdown its revenue mix by process nodes at the very top-end anymore in its financial reports. Terms like 14nm/10nm/7nm or 128-layer/192-layer/232-layer are easier to understand for laymen (e.g., Congressmen) than a bunch of technospeak like density, throughput etc.
 
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tonyget

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weig2000 said:
It's completely understandable though. SMIC doesn't even breakdown its revenue mix by process nodes at the very top-end anymore in its financial reports. Terms like 14nm/10nm/7nm or 128-layer/192-layer/232-layer are easier to understand for laymen (e.g., Congressmen) than a bunch of technospeak like density, throughput etc.
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SMIC's behavior is actually questionable. As a publicly traded company，it is obliged to reveal the technical progress and detailed revenue source to public and shareholders.

YMTC is private company，so it doesn't have obligation to reveal anything to public
 
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tonyget

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dengyeye said:
Advocating and implementing are two different things.
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The Reuters article states “Under the action being considered, U.S. officials would ban the export of tools to China used to make NAND chips with more than 128 layers”

So it has not been implemented yet，they are still “considering”, which isn't much different from a batch of politicians advocating or making proposal
 
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Topazchen

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gadgetcool5 said:
That's one possibility. The other possibility is that SMIC will come under discipline investigation for being a monopoly, for violating cybersecurity, for violations of discipline, for corruption, for disorderly expansion of capital, for being insufficiently communist, etc. and will be fined massively, senior officers forced out, funders will take a bath and lose everything, it will have shipments suspended, and it will not be able to get licenses to sell anything. Its stock will tank, his revenues will shrink, it will be hit with massive layoffs, reductions in already small R&D budget, and it will fall further behind.

Meanwhile Intel gets the full support of the US government and even though it is incompetent and would have gone bankrupt by market rules, it is forced to succeed and eventually it does.
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Admins need to get rid of this lame shit posting that is degrading the quality of conversion on this thread.
Take it to circle jerk subs like r/China
 
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