Chinese semiconductor industry

Status
Not open for further replies.

Weaasel

Senior Member
Registered Member
Bro you mean this new FAB under construction using domestic equipment in Free Trade Zone in Lin-Gang Special Area?

China’s top chip maker SMIC to build a US$9 billion factory in Shanghai amid Beijing’s push for tech self-sufficiency​

  • Semiconductor Manufacturing International Corporation is pouring US$8.87 into a new chip fabrication plant in Shanghai’s free-trade zone
  • The company has other plants planned for Beijing and Shenzhen as Beijing seeks to advance the country’s semiconductor industry

Please, Log in or Register to view URLs content!


Please, Log in or Register to view URLs content!
in Beijing
+ FOLLOW
Published: 6:00pm, 3 Sep, 2021



SMIC is building a US$9 billion plant in the Shanghai free-trade zone, adding to plans for new fabs in Beijing and Shenzhen as China pushes to advance its semiconductor industry. Photo: Bloomberg

SMIC is building a US$9 billion plant in the Shanghai free-trade zone, adding to plans for new fabs in Beijing and Shenzhen as China pushes to advance its semiconductor industry. Photo: Bloomberg
China’s top chip foundry
Please, Log in or Register to view URLs content!
announced plans to build a new US$8.87 billion factory in Shanghai as it ramps up production to address the global chip shortage.
The company, which is listed in Shanghai and Hong Kong, said in a corporate filing on Friday that it has signed an agreement with a Shanghai government-backed entity to build a new 28-nanometre fabrication plant in the city’s
Please, Log in or Register to view URLs content!
.
The expansion adds to existing plans for new chip fabs in Beijing and Shenzhen. The construction of those plants remains on track, SMIC said, despite lingering risks of
Please, Log in or Register to view URLs content!
that prevent its acquisition of advanced chip-making equipment, including industry standard extreme ultraviolet lithography (EUV) machines made by Dutch company ASML.

Please, Log in or Register to view URLs content!

Please, Log in or Register to view URLs content!

Please, Log in or Register to view URLs content!

Under the agreement, SMIC is partnering with the Pilot Free Trade Zone Lin-Gang Special Area Administration on a joint venture with registered capital of US$5.5 billion. SMIC will control 51 per cent of the venture, while an investment entity designated by the Shanghai municipal government will take 25 per cent. The pair will seek third-party investors for the rest of the stake, the statement said.


The new foundry will have a production capacity of 100,000 12-inch wafers per month. Sanctions are not expected to affect production, as technology related to 28-nm nodes and larger are not restricted by the US.

Please, Log in or Register to view URLs content!

Please, Log in or Register to view URLs content!

Please, Log in or Register to view URLs content!

SMIC said the fab project can help it “meet the growing market and customer needs and promote business development”. The company also plans to use it to expand production and “advance nanotechnology services”.

Shanghai is considered the semiconductor capital of China, with SMIC and Shanghai Huahong Semiconductors, another leading chip maker, calling the city home. The city has also helped nourish many smaller chip design companies in recent years.
Best known for its finance industry, Shanghai has been looking to take a greater role in China’s drive towards technological self-sufficiency. In July, the city unveiled plans to help
Please, Log in or Register to view URLs content!
such as AI and electric cars, in addition to semiconductors.

Both SN1 and SN2 are under different FAB project worth $12 billion using mostly ASML DUVL

Please, Log in or Register to view URLs content!

Please, Log in or Register to view URLs content!




Feb 8, 2021 — Through the project list, SMIC will be able to set up its SN1 12-inch (300mm) wafer production line and it will be joined by Huali ...
Technologies related to 28 nm nodes are not restricted by the US... FOR NOW! Even if China can produce them and the equipment to make them, the US could place a ban on export to China of equipment required to make them by any of its companies and also persuade those of countries of allied with it to do the same.
 

Weaasel

Senior Member
Registered Member
The problem is SMIC will be expanding into what is an established market. They will have to compete on price. It is a race to the bottom basically. And SMIC is competing against factories which were built at a time when there wasn't the current shortage in tools and inflated prices on everything.

SMIC is doing well to make this massive expansion. But they are basically cut out from further business development by the US ban on EUV.
For now... The West are not so exclusively magical that they alone can forever produce IC chips of such high end nodes... Be it by replicating the use of very high energy lasers to light up molten tin pellets to produce EUV, or to use synchrotons or other particle accelerators to produce EUV, and then direct the EUV produced towards wafers to stencil electronic circuits unto them, or by other methodologies, China will likely make a break to produce chips of the same quality within 3 to 7 years... The reason as to why China is behind is because China has lagged in research and especially development with regards to EUV. China has the resources of money and persons to make it...
 

olalavn

Senior Member
Registered Member
For now... The West are not so exclusively magical that they alone can forever produce IC chips of such high end nodes... Be it by replicating the use of very high energy lasers to light up molten tin pellets to produce EUV, or to use synchrotons or other particle accelerators to produce EUV, and then direct the EUV produced towards wafers to stencil electronic circuits unto them, or by other methodologies, China will likely make a break to produce chips of the same quality within 3 to 7 years... The reason as to why China is behind is because China has lagged in research and especially development with regards to EUV. China has the resources of money and persons to make it...
no, they believe in globalization and win-win cooperation... but the US has broken it... EUV light source, EDA, EUV photomask cleaning device, they are breaking each bottleneck, Luckily, China has prototypes of EUV lithography
 

NightFury1818

New Member
Registered Member
no, they believe in globalization and win-win cooperation... but the US has broken it... EUV light source, EDA, EUV photomask cleaning device, they are breaking each bottleneck, Luckily, China has prototypes of EUV lithography
Working prototypes have been already created? Is it an LPP or SSMB?

If i remember correctly Tsinghua had said they'd be able to deliver an SSMB euv prototype only by 2025/26
 

tokenanalyst

Brigadier
Registered Member
Working prototypes have been already created? Is it an LPP or SSMB?

If i remember correctly Tsinghua had said they'd be able to deliver an SSMB euv prototype only by 2025/26
They have CO2 lasers, multilayer mirrors, equipment to make those, maglev wafer stages, EUV sensors, I have seen research on EUV photoresist, they have laser plasma producing devices, debris cleaning devices, EUV mask, I have yet to see Vacuum equipment fit for EUV but probably is there. The difficult part is to combine those to make a machine.
 

gadgetcool5

Senior Member
Registered Member
On P60 next year.
Please, Log in or Register to view URLs content!




Please, Log in or Register to view URLs content!

Jul 22, 2022 — Huawei P60 series is reportedly going to be powered by a Kirin 9100 SoC made with 14nm 3D packaging. The 14nm SoC is said to be comparable .

This would be huge news so I looked it up. Turns out it's false.

Please, Log in or Register to view URLs content!

Too much fake stuff being pumped up by wishful thinking
 

tphuang

Lieutenant General
Staff member
Super Moderator
VIP Professional
Registered Member
量产工艺技术覆盖65/55纳米、40纳米和先进技术节点,全面应用于手机通信、消费类电子、物联网及汽车电子四大终端产品市场。What is everyone's guess as to the number of DUV systems that SMEE has planned for production?
wasn't there rumor of 20 for this year?
ASML delivered 67 DUV systems last year

Tinrobert has the following estimates of:
10 DUV systems for a 28nm fab with a 50K WPM output
20 DUV systems for a 7nm fab with a 50K WPM output

In terms of Chinese fabs, I could easily see a 5 year programme to build the equivalent of 15 megafabs - each with 100K WPM output.

It would mean SMEE delivering more DUV machines than ASML
I think for this year, they are buying "A LOT" of DUVs from ASML. You are making building megafabs too simple. Keep in mind that SMIC itself only has 190k WPM of 12-inch capacity + 35k WPM of 12-inch advanced nodes capacity. Even with their recent expansion, they are adding basically 1 100k WPM fab a year. In each case, they are doing it as a JV with local government. And they announced it as 28 nm and above for consumer electronics, auto electronics, communications and IoT.
Please, Log in or Register to view URLs content!

At some point, they are going to run out of customers if they just build more 28 nm and above fabs. Pretty soon, I think China will be able to produce all the industrial chips it needs for its consumption. The expansion is pretty aggressive.

That is pretty impressive. Have you seen their 2021 annual report?
Please, Log in or Register to view URLs content!

"Since October 2021, wafer-starts at Hua Hong Wuxi have exceeded 65,000 per month, with the utilization rate maintained at over 100%."
have not, thanks. They supposedly hit 1 million wafer produced in that factory on July 1. 65k x 9 is about 600k. So, only 400k before that, which points to a rather recent production ramp up. That along with the 29.5k more over the next year + second wuxi fab is quite the capacity expansion for them.
Please, Log in or Register to view URLs content!

I'd need to dig a little further to see if HLMC got anywhere in terms of starting production of 14 nm.

more 12-inch expansion from August include
Please, Log in or Register to view URLs content!
CanSemi - doubling its 12-inch capacity to 80k a month. Again more power chips, auto chips, IoT and signal chips. At this pace of expansion, China is definitely taking over the world in this area. I wouldn't be surprised if there is a glut in the market.
 
Status
Not open for further replies.
Top