Chinese semiconductor industry

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tokenanalyst

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3. The entrepreneurial team of Xi'an Jiaotong University realized large-scale mass production of single crystal diamond substrate growth

Recently, the "Demonde Semiconductor" entrepreneurial team led by the team of Professor Wang Hongxing of Xi'an Jiaotong University has made significant progress and breakthroughs in the industrialization of single crystal diamond substrate technology. The products are mainly aimed at the fourth-generation semiconductor materials, devices and 5G communication industries. They are of great significance for breaking the foreign technology blockade, improving the level of my country's semiconductor material and device industry, and promoting the generational change of the new generation of semiconductor technology.

In the principle of semiconductor preparation, the substrate is a wafer made of semiconductor single crystal material. Different substrate materials can produce semiconductor chips including single crystal diamond. And single-crystal diamond is called the "ultimate semiconductor", which is the same as silicon, and its performance completely surpasses the existing semiconductors, which can overcome the bottleneck of "insufficient breakdown field strength" and "self-heating effect" of SiC and GaN. Single crystal diamond has unique advantages in electronic devices with ultra-high voltage, ultra-high current, ultra-high power, high efficiency, radiation resistance and ultra-high frequency operation without cooling.

From the perspective of the global industrial chain, some key materials, core processes, and production equipment involved in single crystal diamond substrate technology have been monopolized by Europe and the United States and other countries for a long time, threatening the security of my country's semiconductor industry and related industrial systems to a certain extent.
In order to break the constraints of the industry, as a domestic expert who has been engaged in the research of single crystal diamond wide bandgap semiconductor materials and devices for a long time, Wang Hongxing led the team to independently develop a series of single crystal diamond MPCVD deposition equipment with independent intellectual property rights after long-term scientific research. Equivalent crystal orientation growth technology of seed crystal, substrate/epitaxial growth technology, cloning technology (ion implantation, electrochemical etching, splicing and lateral epitaxy), etc., and have fully completed the principle innovation, laboratory test research and pilot test Experiments can provide large-area high-quality single-crystal diamond substrates of 1-2 inches in batches, thereby effectively ensuring the demand for high-quality, large-size electronic-grade single-crystal diamond in domestic power electronic devices, thermal conductivity, radar detection and other fields. Meet the needs of high-quality seeds for scientific research in colleges and universities.
It is especially worth mentioning that, in order to promote the rapid transformation of this technology into productivity, with the support of Xi'an Jiaotong University, the Wang Hongxing project team settled in the general window of Qinchuangyuan's innovation drive platform, and established Xi'an De Mengte Semiconductor Technology. Co., Ltd. (referred to as "Demonde Semiconductor"), the school invested all 21 core patents involved in the project, including MPCVD equipment, diamond materials, device epitaxy, etc., into the company, and connected various industrial research resources through the Qin Chuangyuan platform. Make every effort to promote its industrialization.
In addition, the investment from Shaanxi prefecture-level industrial venture capital funds also provided an important acceleration for Demond Semiconductor to accelerate the realization of scientific research results. In 2021, Hanzhong Green Recycling Fund, a subsidiary of Shaanxi Venture Capital, will invest 15 million yuan in Demotech Semiconductor. With the help of this investment capital, the project team has set up the R&D and production base in Hanzhong High-tech Zone, built a pilot production line locally, and completed the installation of more than 1,100 square meters of 10,000-class clean workshop and various supporting facilities. Up to now, 8 sets of MPCVD equipment have been officially put into production. Earlier this month, an order contract of more than 200,000 yuan was signed with a research institute of the Chinese Academy of Sciences. The entire project is expected to achieve an annual sales income of more than 18 million yuan.
 

tphuang

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At this year’s cseac, project 02’s project lead talked about the challenges facing China. A lot of stuff there makes sense. If this had happened 10 years ago, China would be in a lot of trouble. But, China has made a lot of progress everywhere and that’s what is causing these sanctions. China is improving too quickly.

he also thinks that this is a great opportunity for China to be a leading player in shaping the future semiconductor industry rather than a passive one right now. He thinks the de globalization is a short term issue. And that in the next 3 to 5 year, China needs to make up the areas where it is behind in. He is very confident about China 5 or 10 years from now in leading a more globalized industry.

He also talked about finding which international partners are reliable and needing national focus on support the domestic ic industry.

I think lithography is the most obvious weakness in china’s production line. But given what we have seen with guowang building new factory, Chinese scanners will clearly be produced in larger quantities from 2023 forward. And now, every Chinese companies will be weary of placing their bet with foreign supplier. That’s not to say smee machines will be able to have same scanning speed or accuracy or achieve same yield as Asml machines. But with lack of availability, you have to use what you have and work to improve them.

saying that China cannot have leading edge of every part of supply chain is one thing. Saying that China cannot have a sub optimal supply chain is quite something else. Maybe you end up getting 60% yield on advanced node instead of 80%. Maybe that leads to higher prices on domestic ai chips and or lower profit margins for smic. But all of these are doable and the yields will continue to improve over time.
 

ansy1968

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Wow!!!, I didn't know Taiwan import chip from China worth $20.3 billions.

Taiwan's semiconductor equipment imports up 80% over last 5 years​

10/29/2022 09:47 PM

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Photo for illustrative purpose only. Source: Unsplash

Photo for illustrative purpose only. Source: Unsplash
Taipei, Oct. 29 (CNA) With local IC suppliers keen to expand production and upgrade technologies, imports of semiconductor equipment to Taiwan surged almost 80 percent over the past five years, according to the Ministry of Finance (MOF).
Data compiled by the MOF's statistics department showed Taiwan's purchases of semiconductor equipment totaled US$25.4 billion in 2021, up 79.9 percent from 2016, as Taiwanese firms spent more on capital expenditure.
In 2021, Europe served as the largest supplier to Taiwan by selling US$9.5 billion worth of semiconductor production machinery, surging 190 percent from 2016.
By country, the Netherlands was the top exporter, according to the MOF.
Market analysts said the Dutch photolithography systems maker ASML Holding N.V. has become one of the most important wafer foundry equipment suppliers to Taiwanese manufacturers.
One of those supplied by ASML is Taiwan Semiconductor Manufacturing Co. (TSMC), the world's largest contract chipmaker.
TSMC has invested a significant amount in recent years to develop advanced processes, such as the firm's 3-nanometer technology, which is scheduled to start mass production later this year.
According to the MOF, Japan was the second largest semiconductor equipment supplier to Taiwan with sales totaling US$6 billion in 2021, up 25.5 percent from 2016.
In 2021, Taiwan imported US$5 billion worth of semiconductor equipment from the United States, up 43.8 percent from 2016, while imports from the Association of Southeast Asian Nations bloc rose 57.0 percent in the five years to hit US$3 billion in 2021, the MOF said.
The MOF said Taiwan bought US$20.3 billion worth of semiconductors from China and Hong Kong in 2021, up 190 percent from 2016, with demand for memory chips, including dynamic random memory access (DRAM) chips, on the rise.
Meanwhile, the MOF said Taiwan sold US$155.5 billion worth of semiconductors overseas in 2021, up almost 100 percent from 2016.
According to the MOF, demand rose sharply on the back of the presence of emerging technologies such as 5G applications and high-performance computing devices.
In addition, Taiwan's exports of computers and accessories and computer components totaled US$17.6 billion and US$12.0 billion, respectively, in 2021, up 250 percent and 190 percent from 2016.
Rising trade tensions between the U.S. and China have prompted many Taiwanese investors to return home to expand production, the MOF said, adding the stay-at-home economy amid COVID-19 also boosted sales.
The MOF said Taiwan's semiconductor exports totaled US$45.7 billion in the first quarter of this year and grew further to US$47.13 billion in the second quarter before falling to US$46.85 billion in the third quarter due to weakening global demand.
However, the MOF said annual semiconductor exports for 2022 were set to exceed 2021 to hit another new high.
 

pevade

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At this year’s cseac, project 02’s project lead talked about the challenges facing China. A lot of stuff there makes sense. If this had happened 10 years ago, China would be in a lot of trouble. But, China has made a lot of progress everywhere and that’s what is causing these sanctions. China is improving too quickly.

he also thinks that this is a great opportunity for China to be a leading player in shaping the future semiconductor industry rather than a passive one right now. He thinks the de globalization is a short term issue. And that in the next 3 to 5 year, China needs to make up the areas where it is behind in. He is very confident about China 5 or 10 years from now in leading a more globalized industry.

He also talked about finding which international partners are reliable and needing national focus on support the domestic ic industry.

I think lithography is the most obvious weakness in china’s production line. But given what we have seen with guowang building new factory, Chinese scanners will clearly be produced in larger quantities from 2023 forward. And now, every Chinese companies will be weary of placing their bet with foreign supplier. That’s not to say smee machines will be able to have same scanning speed or accuracy or achieve same yield as Asml machines. But with lack of availability, you have to use what you have and work to improve them.

saying that China cannot have leading edge of every part of supply chain is one thing. Saying that China cannot have a sub optimal supply chain is quite something else. Maybe you end up getting 60% yield on advanced node instead of 80%. Maybe that leads to higher prices on domestic ai chips and or lower profit margins for smic. But all of these are doable and the yields will continue to improve over time.
Question: Does scanning speed and accuracy depend on the wafer stage?
 

tokenanalyst

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According to the U.S. goverment they own the tools that businesses buy from U.S. companies, those are U.S. goverment borrowed tools and the products made with those tools belong to the U.S. goverment. Doesn't matter how legitime the business is, how far away the product is from military use, if they have evidence or not or even you are an ally. If a humanities degree graduate think tanker or politician just perceive that something maybe a "national security issue" you be damn sure that something will be a "national security issue" doesn't matter how far or detached from a real threat the issue is.
I saw a video were this think tankers were talking about YMTC being a security issue one of the panelist just said "I don't think YMTC is quite a national security threat" and the silence was awkward like "Hadn't we agreed that YMTC is a threat to national security? eh Larry". I have seen videos when this people call the dominant position of South Korean and Taiwan in the industry a "national security issue" LMAO, like "we need need to destroy that". SK and Taiwan should be REALLY WORRY and mark my words is only a matter of time till this lunatics call the dominance of Europe owned ASML and the lack of a lithography company in the U.S a "national security issue" they either force ASML to move to the US or they will try to "undermine" the company somehow, so Holland and Germany should be on alert. Because: being a enemy of the US is dangerous but being a friend could be fatal.
 
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siegecrossbow

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