Chinese semiconductor industry

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olalavn

olalavn

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weig2000 said:
Doanh thu của các công ty bán dẫn của Mỹ tại Trung Quốc, tính bằng triệu USD. Chúng bao gồm bán hàng cho tất cả các khách hàng bên trong Trung Quốc, cả các công ty trong nước và quốc tế.

Tên của sáu công ty đầu tiên bằng tiếng Trung trong bảng dưới đây là: Qualcomm, Intel, TI, Broadcom, Nvidia và Micron.

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Good luck all this company after 2024
 
olalavn

olalavn

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tphuang said:
On SMIC and 14nm/N+1 production, please go read back on my post here
#18,363
SMIC's SN1/SN2 fab cannot use American product, because sub 14nm tools were banned by previous sanctions. According to @PopularScience, that's why expanding production there has been so slow.
From the Lam interview


Similarly, ICRD already has a fully domestic production line and I think it's probably 14 nm or better.

So IMO, N+1 production at SN1 fab is a given at this point. I don't know for sure about N+2, but I don't really see anything that would stop N+2 production. Maybe EDA tools? But if previous roadmap is to be believed, they already have successful produced N+2 chips at SMSC fabs. Maybe the yield aren't very high, but there should be no reason why they can't start mass production sometimes next year.

Again, Chinese fabs do not need to be 100% domestic. They can continue to buy lithography machines from ASML and tools from Japan/SK/Taiwan.
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ICRD 一条 国产 线 ，。 涉及 到 有 欧美 的 线 ， 就有 一样 的 机器 对 标

I like this line... but China can't be arrogant...
 
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Weaasel

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FairAndUnbiased said:
Everything else is OK but KLA. Advantest cannot replace KLA. Unfortunately KLA has a near monopoly on optical scatterometry for semiconductor QC and the only other company making it is Onto Innovation which is also US based. Everyone else (Chinese companies and Japanese companies like Hitachi) use CD-SEM which is much more expensive and requires vacuum handling i.e. loadlocks, pumps, vacuum grade materials, which imposes high cost and lowers throughput. You get much more detailed information from CD-SEM but that info is often unnecessary for QC alone.
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Then, for now, Chinese companies will have to use the more expensive equipment that requires vacuum handling etc until Chinese or non-American companies willing to sell to China can replicate or do better than what LAM has.
 
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Weaasel

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tphuang said:
On SMIC and 14nm/N+1 production, please go read back on my post here
#18,363
SMIC's SN1/SN2 fab cannot use American product, because sub 14nm tools were banned by previous sanctions. According to @PopularScience, that's why expanding production there has been so slow.
From the Lam interview


Similarly, ICRD already has a fully domestic production line and I think it's probably 14 nm or better.

So IMO, N+1 production at SN1 fab is a given at this point. I don't know for sure about N+2, but I don't really see anything that would stop N+2 production. Maybe EDA tools? But if previous roadmap is to be believed, they already have successful produced N+2 chips at SMSC fabs. Maybe the yield aren't very high, but there should be no reason why they can't start mass production sometimes next year.

Again, Chinese fabs do not need to be 100% domestic. They can continue to buy lithography machines from ASML and tools from Japan/SK/Taiwan.
Click to expand...
The aim should be for 100% domestic. Foreign countries cannot be trusted to remain commercially rational as far as the interests of their companies is concerned. If there is one country that can afford to have the entirety of the supply chain for manufacturing equipment and operations located domestically, it is China. Eventually, this should be the goal.
 
olalavn

olalavn

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Zhongke Xintong's multi-material photonic chip production line is expected to be completed in Beijing in 2023

Beijing Innovation released news on the 18th that Zhongke Xintong's "multi-material, cross-scale" photonic chip production line is expected to be completed in Beijing in 2023, which can meet the needs of communications, data centers, lidar, microwave photonics, Market demand in medical testing and other fields.

According to the president of Zhongke Xintong Microelectronics Technology (Beijing) Co., Ltd. , photonic chips will not use extremely high-end lithography machines such as extreme ultraviolet lithography machines (EUV) like electronic chips, and use China's relatively mature raw materials and equipment can be produced.

Zhongke Xintong Microelectronics Technology (Beijing) Co., Ltd. is mainly engaged in the R&D, manufacturing and application of photonic chips and systems. The products are widely used in microwave radio frequency systems, optical communications, data centers, satellite communications, intelligent networked vehicles, artificial intelligence, life science and quantum information. According to Tianyancha news, Zhongke Xintong Microelectronics Technology (Beijing) Co., Ltd. was established in May 2020 with a registered capital of 10.666666 million yuan.

In March this year, Zhongke Xintong Microelectronics Technology (Beijing) Co., Ltd. obtained the first round of financing of the Zhongguancun Development Group with a factor of ten million.
 
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