Chinese semiconductor industry

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FairAndUnbiased

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In that case I hope advancement in semicon tooling and materials can have some spillover effect to non semicon industry.
Always does, and the reverse too. There's a reason why countries strong in semiconductor equipment tend to be old school imperialist industrial powers - it all starts with foundational tech in mechanical, electrical and optical engineering that dates back to the 1800s. A major ceramics parts producer, Coorstek, used to make bottles for Coors Beer. This is why newcomers like South Korea, Taiwan regime, Singapore, etc. find it so hard to make semiconductor equipment but Japan found it easy.

Imagine in 1950, a Japanese company would have been making cameras for 60 years, then someone asks them to make lithography lens. They already know how to make lenses, just adapt for a few changes to wavelength. But most Chinese and Koreans only know cameras exist, rarely ever see one. Now you get how hard it is?

ICP-MS is used for trace metals testing in semiconductor chemicals, but is also used for trace metal testing in pharmaceuticals.

Stainless steel fabrication and surface processing capabilities are important for etch and deposition tools but also for petrochemical reactors, power plants, etc.

Optical design of projection lenses used in photography is analogously used for lithography.
 

weig2000

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Always does, and the reverse too. There's a reason why countries strong in semiconductor equipment tend to be old school imperialist industrial powers - it all starts with foundational tech in mechanical, electrical and optical engineering that dates back to the 1800s. A major ceramics parts producer, Coorstek, used to make bottles for Coors Beer. This is why newcomers like South Korea, Taiwan regime, Singapore, etc. find it so hard to make semiconductor equipment but Japan found it easy.

Imagine in 1950, a Japanese company would have been making cameras for 60 years, then someone asks them to make lithography lens. They already know how to make lenses, just adapt for a few changes to wavelength. But most Chinese and Koreans only know cameras exist, rarely ever see one. Now you get how hard it is?

ICP-MS is used for trace metals testing in semiconductor chemicals, but is also used for trace metal testing in pharmaceuticals.

Stainless steel fabrication and surface processing capabilities are important for etch and deposition tools but also for petrochemical reactors, power plants, etc.

Optical design of projection lenses used in photography is analogously used for lithography.

Good points.

In related developments, China's experiences in solar panel, flat panel display industries - all huge success stories - contribute to the development of semiconductor industry one way or another.
 

FairAndUnbiased

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Good points.

In related developments, China's experiences in solar panel, flat panel display industries - all huge success stories - contribute to the development of semiconductor industry one way or another.
absolutely. solar is 100% part of the semiconductor industry. It uses almost every tool of the semiconductor industry including ion implantation, physical vapor deposition, chemical vapor deposition, etch, lithography, wafer cleaning, even analog EDA, etc.

flat panel display I know less about but from my understanding it also uses most tools of the semiconductor industry except ion implantation.
 

tokenanalyst

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The core technical difficulties of China's high-energy ion implanter have been broken through!​


MBXY-CR-86aceec021609dc708686e7666034539.png
As the key equipment of integrated circuit chip manufacturing, the development of ion implanter equipment is extremely difficult and the research foundation is weak. "Chip manufacturing must not be broken or short!" With the ideal of equipment serving the country, the R&D team formally challenged the development of key equipment. The independent innovation and development of full-spectrum ion implanters such as flow, high energy, special applications and third-generation semiconductors has greatly narrowed the gap with the international first-class level.

Focusing on the entire industry chain, the industrialization of high-end equipment has also taken new steps. Chen Zhaoxiong, chairman and party secretary of CETC, emphasized that it is necessary to give full play to the advantages of the complete industrial chain in the field of electronic information, coordinate strategic needs, maintain perseverance, make up for shortcomings and weaknesses, strengthen the "asymmetric" catch-up strategic thinking, and make up for it in the long run. Short, change lanes to overtake, and resolutely win the battle of key core technologies.
Adhere to the advancement of high-level scientific and technological self-reliance and self-improvement. In recent years, CETC has actively deployed a number of , and achieved remarkable results:
Focusing on the fields , CETC has formed leading products such as ion implanters and chemical-mechanical planarization equipment (CMP). The pace has been significantly accelerated, and the support capabilities in key areas have been continuously enhanced, effectively improving the modernization level of the industrial chain and supply chain; focusing on semiconductor manufacturing and semiconductor applications, CETC has continuously conquered hundreds of key core technologies and filled the gaps in the industrial chain; Build a verification platform for domestic integrated circuits and third-generation semiconductor equipment, and continuously improve the core competitiveness of packaging and assembly, new energy, new display equipment and its intelligent manufacturing integration services.

"China Electric Power" news pointed out that the R&D team of Beijing Shuoke Zhongkexin equipment has achieved independent innovation and development of a full spectrum of ion implanters such as medium beam current, large beam current, high energy, special applications and third-generation semiconductors, which has greatly reduced the number of ion implanters with international first-class gap.

In the future, CETC will continue to target the country's major strategic needs, make every effort to tackle key core technologies, and make greater contributions to high-level scientific and technological self-reliance and self-improvement.​
 

tphuang

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A little on Vastai Technologies. It was founded in late 2018. Raised $8 million initially, followed by 50, 77 and now 250. Looks like Alibaba group must have seen something they like to invest here
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Now, a little on Enflame, also found in 2018, raised close to $472 million, already have 500 to 1000 employees!
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Looks like Tencent invested in Enflame back in 2021. Again, must have seen something they like
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here is a good article on what they've done so far
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Biren co-founder was GPU architect at Nvidia and AMD, before taking a job at Samsung. It got $800 million in funding.

There seems to be a common thread with these startups. The founders/CEOs all worked at Nvidia/AMD and maybe other tech areas and then decided to return to China to help or capture the demand in the homeland. This is probably the major plus to China for having this many ethnic Chinese people working in this industry.
 

ZeEa5KPul

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There seems to be a common thread with these startups. The founders/CEOs all worked at Nvidia/AMD and maybe other tech areas and then decided to return to China to help or capture the demand in the homeland. This is probably the major plus to China for having this many ethnic Chinese people working in this industry.
It's the opportunity of a lifetime. They can smash through the bamboo ceiling in the West and make fortunes.
 
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