Chinese semiconductor industry

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ansy1968

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There are two institutions in Shanghai dedicated to R&D of chips, equipment, software and materials for advanced chip making and even ASML had worked with one them, Shanghai Integrated Circuit R&D Center and the recently created Shanghai Semiconductor Equipment and Materials Innovation Center and if you see the patent information they have working relentlessly the last few years to create advance chip manufacturing capabilities. Of course there is a much bigger effort apart from this two institutions from Chinese companies and Research institutes all over China but this two are working in the most advanced semiconductor technology.
bro an official acknowledgement of domestic 14nm line in operation?
 

tokenanalyst

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bro an official acknowledgement of domestic 14nm line in operation?
I cannot independently confirm what the GT is saying but it won't surprise me if was the case. The Shanghai Semiconductor Equipment and Materials Innovation Center is the collaborative effort of some Chinese SME companies and Institutions, including SMEE and they have been doing a lot of research there.

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56860

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Bro, Europe is completely out of these games.

The main actors in European semiconductor world (ST, Infineon, NXP, AMS) are mainly focused on automotive / industrial applications, so in MCU and power devices. Although their portfolio is quite wide, this is their core business.

IMO they already know they will loose the Chinese market, but due to decades old strong partnership with Eurpean automotive and industrial companies, they still think to have a comfortable future as long as they are cautious with investments and keep financial books in order...and European automotive industry does not collapse.

Europe does not have hegemonic mentality, nor its people, nor its companies. We just aim at a comfortable and healthy life :) we try to keep ourselves away from troubles....

I guess this news has been reported here. But seeing it from an official news site from China carries its own weight.

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Shanghai confirms 14-nm chips being mass produced now
By Qi XijiaPublished: Sep 14, 2022 08:24 PM

[My Comments]
Chinese official media is usually way more conservative and late than private media. If I interpret this news piece as SMIC has entered volume production with commercially viable yields, then this still is a watershed event. Majority of the Xeon servers installed in the running data centers worldwide are still at or above 14nm. Embedded microprocessors at 14nm can cover almost any application fields outside the smart phone business sector. Heck, a decent GPGPU design at 14nm would still be an awesome piece of AI enabler. It certainly can cover almost all fields of industrial, space and military applications if chips comply with prerequisites such as TDP.

If China continues progress on 7nm as the article is alluding to, I don't think it would make any practical sense for US to continue imposing semi-related sanctions on China. There is some light at the end of the tunnel to China's semi-struggle. And I can expect mass 14nm parts are going to carry 白菜价 really soon.

I have only one question to the American politicians: what is your point?
Now the more importabt question is: how much of this 14nm line is sanction proof?
 

tphuang

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Bro coming from GT then we can surmised that N+3 5nm is on the horizon (@Alb chronological table of SMIC chip development plan is spot on). ;) and also is this an official confirmation of operational domestic 14nm line? or since its in Shanghai, the SN1 and SN2 FAB using ASML equipment are focusing on mass production of 14nm while prepping up the 7nm chip line to be mass produce in 2023?
based on what we saw in the table @Alb provided. N+1 is SMIC's product that is somewhere above 10 nm and slightly below the earliest 7nm. N+2 is China's equivalent of early 5nm and N+2 improved is equivalent to Samsung 4nm.

N+3/4 are to be done with domestic EUV.
An excerpt from the article

The large-scale production of 14-nm chips in Shanghai will greatly help the development of such sectors as new-energy cars, smart cities, intelligent manufacturing and the Internet of Things, which will help China consolidate its advantage as the world's top manufacturing factory, Chen said.

Experts said that the 14-nam breakthrough shows that China will allocate resources for breakthroughs in more advanced manufacturing processes.

With the completion of Shanghai's industry cluster for the 14-nm chips, more advanced projects in the 7- and 5-nm processes will be accelerated, Chen said.

"The manufacturing of 7-nm chips in China is also progressing faster than expected," Xiang said.


Shanghai is the backbone of the nation's semiconductors industry, with a market size reaching 250 billion yuan ($35.91 billion) in 2021, accounting for 25 percent of the nation's total. More than 1,000 leading enterprises have settled in Shanghai, attracting 40 percent of the talent nationwide, officials said.

At the beginning this year, the Shanghai municipal government announced a set of new policies to bolster China's advanced chip-making capacity.
Keep in mind that SMIC has been telling people for a while that the SMSC fab is mass producing 14 nm chips. In fact, Phytium's D2000 chips are produced with SMIC's 14 nm process. They have also said that fab's production is fully booked.

I'm assuming this should be confirmation they have started production of N+1 node. In fact, they better be producing N+1 node right now if they intend to be producing Kirin chips next year, because that would require N+2.

Now the more importabt question is: how much of this 14nm line is sanction proof?
Well they already got the equipment, so the SMSC plant itself should be fine. The road map we saw indicates that de-Americanized line has started mass production of N+1 node already, but who knows.
 

ansy1968

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based on what we saw in the table @Alb provided. N+1 is SMIC's product that is somewhere above 10 nm and slightly below the earliest 7nm. N+2 is China's equivalent of early 5nm and N+2 improved is equivalent to Samsung 4nm.
Sir my take and I want your opinion if my post make any sense. :)

N+1 = Samsung 8nm?

N+2 = TSMC 7nm (DUV)? done using NXT 1980i , at that time 2017 when N+2 project was initiated, they use the same machine that TSMC had achieve in its first generation 7nm.

N+2 GAI= Improve 7nm using better tools

N+3 = 5nm Duv? done using NXT 2050i

N+4 = 3nm EUV?

N+5 = 2nm EUV?
 

tphuang

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Sir my take and I want your opinion if my post make any sense. :)

N+1 = Samsung 8nm?

N+2 = TSMC 7nm (DUV)? done using NXT 1980i , at that time 2017 when N+2 project was initiated, they use the same machine that TSMC had achieve in its first generation 7nm.

N+2 GAI= Improve 7nm using better tools

N+3 = 5nm Duv? done using NXT 2050i

N+4 = 3nm EUV?

N+5 = 2nm EUV?
I think their chart showed that

N+1 -> somewhere between Samsung 8 nm and 7 nm performance
N+2 -> better than TSMC N7P and close to Samsung 4LPE (earliest 4 nm process) performance
N+2 Improved -> close to TSMC N5P performance

N+3 -> using EUV -> close to TSMC N3 (not in production yet)
N+4 -> using EUV -> about TSMC N2 (not in production yet)

So, if they can mass produce N+2 next year and N+2 Improved in 2024, they will be able to produce any chip that Huawei and other Chinese chip designers need.
 

ansy1968

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IF the US and Japan want to restrict China from getting Gallium Oxide, then it's an oxymoron policy cause 95% of world Raw Gallium is supplied by the Chinese...lol

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1 day ago — The development of gallium oxide wafers and devices is underway in the US, Japan, Europe, South Korea, Taiwan and China. While the US government ...


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China produces more than 95% of the world's raw gallium, a soft, bluish metal used in making chipsets for generating high frequency radio waves in 5G base ...
Missing: oxide ‎| Must include:
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FairAndUnbiased

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IF the US and Japan want to restrict China from getting Gallium Oxide, then it's an oxymoron policy cause 95% of world Raw Gallium is supplied by the Chinese...lol

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1 day ago — The development of gallium oxide wafers and devices is underway in the US, Japan, Europe, South Korea, Taiwan and China. While the US government ...


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China produces more than 95% of the world's raw gallium, a soft, bluish metal used in making chipsets for generating high frequency radio waves in 5G base ...
Missing: oxide ‎| Must include:
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This is like announcing sanctions on selling oil, titanium and food to Russia...

They might as well ban Panda Express from opening restaurants in China too.
 
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