Chinese semiconductor industry

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FairAndUnbiased

FairAndUnbiased

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Weaasel said:
China is significantly more advanced than South Korea with regards to semiconductor and IC chip manufacturing equipment, components, and particular materials. It hasn't devised means via which to commercially produce, in large quantities, the most advanced IC chips, such as those of 7 nm nodes and finer that Samsung produces. But very likely, if SMIC were in possession of EUV lithographic machines, it would likely be able to produce them.
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I wouldn't say significantly ahead. Just ahead.

I found that SK does have a photolithography supplier, but only with KrF and i-line. I didn't see the more critical stats like resolution, exposure field, etc.

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I also can't tell if their etchers are better than AMEC.
 
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Alb

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Pkp88 said:
Surprised seeing the dismissive reaction to this article. That article is the first time outside of some citationless forum that mentions a 28nm SMEE lithography device and offers details that it's currently at a low yield stage - given the audience I'm going to lean toward credible. The appropriate response would be to discuss how long it takes for a low-yield device to iterate into high quality competitive yields.

As for "some of our group members are far more knowledgeable" - I'm still waiting on their citationless predictions of a lithography machine up/running in 2020 to materialize.
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I think the original quote is from a 2021 Nikkei article:

"An engineer from Shanghai Microelectronics Equipment (Group) Co., Ltd. (SMEE) said: "Our mainstream lithography machines are still mainly 90nm chips. We still have a lot of room for improvement in the yield of 28nm and 14nm processes"

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latenlazy

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olalavn said:
1/ I never read news about China semiconductor information in US news media.

2/ they refuse to learn about China's domestic semiconductor equipment progress
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Well, one of the other bigger problems is that they don’t have a mental model of Chinese industry (or any industry for that matter) that understands progress is a moving target. So they’re always lagging behind developments rather than reading ahead, and inflating the importance of present set backs rather understanding they’re simply blips along a much longer and broader trend. And they do that because they don’t know enough to have an idea about how to read ahead or put bad news in context. This is also why western media is always “surprised” by China when progress finally becomes visible in a globally competitive way. To describe it uncharitably most western media coverage of global industries tend to adopt the mindset of cheerleaders moreso than proper analysts.
 
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Topazchen

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sunnymaxi said:
why people actually read these articles.

Bloomberg , FT , Thediplomat are hardcore anti-China. these self-proclaimed western experts are clueless about China's semiconductor manufacturing tools progress. keep posting outdated information.

some of our group members are far more knowledgeable.
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One westerner who knows about the Chinese semi industry inside out is Seeking Alpha's Robert Castellano.

He is a member here and is rarely wrong. Rob has been analyzing and writing about the semiconductor industry for 40 years.
 
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