Chinese semiconductor industry

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siegecrossbow

General
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Xi Jinping should personally intervene to keep Liang inside China, either stay at SMIC or another mainland Chinese company. God forbid he goes to a foreign company in Japan or Korea or US.

I wouldn’t worry about that. Rumor has it that Laing has a bounty on his head. Worst case is that he’ll retire.
 

weig2000

Captain
I saw a detailed reflection by a Chinese YouTuber who specialize in semiconductors and technology, there is an alternative.....

There is a non public company in China that focuses on tech, with both the drive, influence and money that aligns with Liangs propensities; Huawei.

Problem is, Huawei is not going to work on the cutting edge processing nodes for a while, whereas Liang is more of a R&D specialist. He might not be interested in the type of projects that Huawei is currently focused on, that is, to integrate the domestic equipment suppliers to build indigenous fabs at less than cutting edge nodes.
 

Anlsvrthng

Captain
Registered Member
My original point is that you need visionary people at high up position to foster innovative breakthroughs. Imagine if Jobs didn’t die in 2011. Maybe we could have successful and popular VR glasses or projectable computer screens by now. Instead we are getting rehashes of the smartphone concept.
I can't comment about the innovation part, maybe in ten years time.

By my experience only the owner of the business can make real, long lasting and deep changes.

Anyone else just scratch the surface of the organisation, without having any impact on the basic business processes.
 

Hendrik_2000

Lieutenant General
Renesas is giant in semiconductor for car Now they plan to team up with FAW to build semiconductor chip for smart car in Changcun via Taihang
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Japan’s Renesas Teams Up With China’s FAW to Develop Chips for Smart Cars

Yicai Global) Dec. 17 -- Japanese semiconductor manufacturer Renesas Electronics Corp. and car making giant China FAW Corp. are linking arms to produce their own chips for the next generation of intelligent vehicles.

The two companies will build a laboratory in Changchun, northeastern Jilin province where FAW is based, according to a joint statement released yesterday. It will develop electronic control units which control a vehicle’s electrical systems such as autonomous driving, intelligent cockpits, powertrain propulsion and car body functions such as lights and locks. The first set of products will be used in FAW's flagship luxury marque Hongqi.

“I believe our collaboration will drive further development and innovation for China’s automotive industry," said Tomomitsu Maoka, senior vice president of the automotive solutions business unit at Renesas and chairman of Renesas Electronics China.

China’s chip supply has come under threat recently by a series of US sanctions that prevent the sale of US software and hardware to a number of blacklisted Chinese companies. Meanwhile, the quick recovery of the Chinese market from the Covid-19 pandemic has spurred demand, raising concerns that a shortage of chips might disrupt the country’s vehicle production.

“The lab will play an important role in the development and commercialization of ECUs," said Li Dan, vice president of FAW’s R&D center and dean of its Intelligent Connected Development Institute. Renesas and FAW, who have been collaborating since 2006, will strive to bring the ultimate driving experience to end users, he added.

The research facility will leverage Renesas’ automotive processors, which include the RH850 family of microcontrollers, R-Car System-on-Chips as well as power and analog devices, to develop a complete car control platform that meets the industry’s stringent safety and security standards.

Tokyo-based Renesas is among the world's top five car semiconductor manufacturers, alongside Germany’s Infineon Technologies, the Netherlands-based NXP, the US’ Texas Instruments and Switzerland’s STMicroelectronics.
 

ansy1968

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Registered Member
This may be the reason why SMIC invited Jiang Shanyi to become Chairman. Its the Chiplet Technology.


View attachment 66653View attachment 66653
Hi WTAM,

Can you kindly explain the difference between what Mr Jiangs Chiplet tech can bring (unknown) and Mr Liang current R&D effort (mainstream)? I'm no tech expert, but from a layman point of view Mr Jiang Chiplet solution is a way to solve the current problem of an EUVL machine.? It may undone the effort of Mr Liang research in both 5nm and 3nm (which need an EUVL)? sorry for being nuisance.
 

localizer

Colonel
Registered Member
Hi WTAM,

Can you kindly explain the difference between what Mr Jiangs Chiplet tech can bring (unknown) and Mr Liang current R&D effort (mainstream)? I'm no tech expert, but from a layman point of view Mr Jiang Chiplet solution is a way to solve the current problem of an EUVL machine.? It may undone the effort of Mr Liang research in both 5nm and 3nm (which need an EUVL)? sorry for being nuisance.
Adding to entity list is bad for SMIC.
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ASML has a $200 billion market cap. Half that of TSMC's $466 billion. SMIC is at $32 billion.

There's >>$200 billion of tech value/knowledge there in photolithography alone, won't be easy to create that in the next 5 years.



The only thing that will keep SMIC afloat is state funding and Chinese geniuses.


The risk is too big for private investors/backers.
 
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ansy1968

Brigadier
Registered Member
MISSION ACCOMPLISH for the 13th 5year plan (DUVL and 14NM with it's associate tools). They now need to coordinate their R&D with SMEE for the 13.5 EUVL PHOTORESIST.

From TaiShang (pakistan defense forum)

www.yicaiglobal.com

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SOURCE: YICAI

China’s Nata Opto-Electronic Gains as Photoresist Product Passes Tests, Challenges Import Monopoly



China’s Nata Opto-Electronic Gains as Photoresist Product Passes Tests, Challenges Import Monopoly

(Yicai Global) Dec. 18 -- Jiangsu Nata Opto-Electronic Material’s shares surged as much as 14 percent this morning on the news that the high-purity electronic material maker’s self-developed photoresist, which is a key raw material used to manufacture high-end chips, has passed customer assessments, paving the way to end the monopoly held by foreign players.

Suzhou, Jiangsu province-based Nata Opto-Electronic’s shares [SHE:300346] were trading up 11.35 percent at CNY36.99 (USD5.65) at 2 p.m. China time. They earlier had reached CNY38.01.

Its ArF photoresist, which is a light-sensitive material used to form a patterned coating on a surface, is the first domestic photoresist product to obtain such a certification, the company said yesterday. Until now, China has relied entirely on imports of the material.
Clients, who were not named, tested the material on 50-nanometer flash memory process technology. The product met the necessary specifications and the yield reached the required standards, it added.

ArF photoresist plays a protective role against corrosion during the lithography of integrated circuits and it needs to be of high quality. The material can be applied in 90-nm, 14-nm and even 7-nm technology nodes. It can be used to make a wide range of semiconductors, including logic chips, artificial intelligence chips, fifth-generation wireless network chips, large-capacity memory chips and cloud computing chips, the firm said.

Nata Opto-Electronic has invested CNY656 million (USD100.2 million) in the research and development of its own photoresist products. It is aiming to produce 25 tons of ArF photoresist by the end of next year from its plant in Ningbo.
 
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