Chinese semiconductor industry

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tokenanalyst

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A little bit of history.

SMIC denies 90-nm process aimed for military applications​

The top executive from China's Semiconductor Manufacturing International Corp. (SMIC) on Tuesday (Dec. 7) claimed that the company developed its own 90-nm process technology.
The technology will be used for commercial purposes only — and not for military applications as some have feared, said Richard Chang, president and chief executive of foundry provider SMIC (Shanghai).
In October, SMIC announced plans to make 90-nm chips on a foundry basis for Texas Instruments Inc. (Dallas) and perhaps other customers by early 2005. At the time, it was widely believed that SMIC and TI were co-developing the process (see Oct. 28 story).
Chang, however, claimed the Chinese company developed the 90-nm process in-house. “It's our own,” Chang said during a presentation at the Taiwan + China Semiconductor Industry Outlook 2004 conference here.
Chang said that SMIC was able to develop a 90-nm process, thanks to a 193-nm scanner. The tool was reportedly procured from one of its main lithography suppliers — ASML Holding NV of the Netherlands.
With this tool, SMIC was able to make a prototype SRAM, based on 90-nm technology in 2003. The “test chip” has been qualified in 2004, he said.
Still, the move towards sub-250-nm chip manufacturing in China signals the further erosion of a post Cold War-era pact — known as the Wassenaar Arrangement — set up to limit the dissemination of technology that could have potential military use.
Tools capable of processing 0.25-micron wafers had been the perceived limit under U.S. controls, but a number of chip-making startups, joint ventures, and major semiconductor manufacturers in China have announced plans for 0.18-micron and below processes.
To confuse matters, the U.S. Department of Commerce has all along contended there are no restrictions in selling U.S. fab tools into China with linewidth geometries below 0.25-micron. Last year, however, officials from the U.S. Department of Defense confused the issue, by announcing the U.S. government would began granting licenses for tools that are capable of processing 130-nm designs, starting in 2004.
During a presentation, Chang insisted SMIC's 90-nm technology would be used for commercial purposes only. He denied the technology would be leveraged by China's growing military establishment.
“The China government has not asked us to take part in any military projects,” he said. “SMIC has no idea what China's military is doing. We don't want to associate with them.”

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BlackWindMnt

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According to this tweeter, China is pushing for open source RISC-V architecture:
Thats smart to put a lot of resources behind RISC-V architectures and semi designs.

But RISC-V also needs a lot of software to be ported hope they can push open harmony and RISCV together to create a chinese hardware and software ecosystem that is not blockable by the US.
 

FriedButter

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China agrees to do end-user verification inspections of semiconductor companies

Basically, the US attempt at stealing trade secrets and sensitive information from mainland companies have met a brick wall now that the government is directly involved. Anyway, I don’t see the government at the current moment looking to block any trading or attempts by domestic companies to continue trading. It’s been pretty much the same for a long while even during the Trump reign.
 

tphuang

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More on domestic substation of CPU/OS in data centers and workplace desktop computers.

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通过与优质生态企业合作,完成数据库、安全和应用软件的全面国产化替代. 同时,通过对国产化信息技术软硬件架构体系的构建,实现湖北算力网络的全新升级,为后续有效提供自主可控、稳定兼容、标准高效、开放领先的云服务奠定了基础。
So in this case, Hubei mobile data center is moving its server computers/software to domestic replacements. There are now data center/cloud computing resources springing up everywhere in China. It's a huge market. It would be a huge news if there was a directive (even if under the table one) to strongly push all these data centers to use Chinese CPUs and OS. Would be interesting to check on Intel/AMD revenues in China in Q4/Q1.

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整合成立近3年来,麒麟、统信操作系统的应用逐渐广泛,在国内两足鼎立的格局也已初步形成。根据亿欧智库研报,2020-2023年,国产操作系统将保持30%以上的年均复合增长率,预计到2023年可实现56亿元的市场规模,麒麟、统信占据绝对份额,其中麒麟常年占据中国Linux市场占有率第一。
Here is the thing to consider. From 2020 to 2023, domestic OS is going through compounding 30% growth every year and will have 5.6 billion RMB of market scale by 2023. Kylin is #1 in China. And I think we can generally assume that any computer using Chinese OS is also using Chinese CPU, since Kylin openly states that it is just cooperating with Hygon, Sunway, Phytium, Kunpeng, LoongSon and Zhaoxin.

Looks like Kylin is now installed on all the China Railway company data centers. UOS is installed in the southern electric power. But in consumer market, Microsoft still has 87.5% of market share and MacOS with another 10.1%. As such, Chinese OS is very much for SOEs and gov't organizations at this point. Even replacing all of these corporate desktop CPUs and large data centers would probably take up all the CPU production from the domestic players.
 

vincent

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Kylin is #1 in China. And I think we can generally assume that any computer using Chinese OS is also using Chinese CPU, since Kylin openly states that it is just cooperating with Hygon, Sunway, Phytium, Kunpeng, LoongSon and Zhaoxin.
Hygon and Zhaoxin are x86 CPU. If Kylin can run on them, it can run on Intel and AMD CPUs.
 

gelgoog

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@WarAndPeace
Russia is way behind China in terms of semiconductors. They just never invested that much into it. But they are still pretty big in terms of fundamental research including in things like lasers and lenses. So I doubt they would not be able to catch up if they funded research into it.

The thing is Russia simply does not have the demand to produce chips like China would have so I doubt the solution they would go for would be the same if they were doing it just for themselves. They will likely make a low volume setup just to produce the chips they need for military and industrial purposes.

Are UOS and Kylin compatible?
They are both Linux so they should be source code compatible if not binary compatible.
 

tokenanalyst

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Pure Technology: At present, high-end equipment accounts for 60% of wet equipment orders​


Jiweiwang news, recently, Zhichun Technology said in an agency survey that the current high-end equipment orders for wet processing equipment (equipment applied to 12” wafer production lines, mainly single-chip) accounted for 60%. It is expected that the proportion of high-end equipment will further increase in the future.

In response to the current round of domestic customer capital expenditures, the company has been implementing a production capacity expansion plan for wet process equipment, and has now reached an annual output of about 150 units. The expansion of production capacity is mainly restricted by the supply chain of parts and components. The supply chain of some imported parts is in Japan and South Korea. Affected by factors such as the production capacity of parts manufacturers in Japan and South Korea, the company currently needs to prepare goods for these parts in advance, and at the same time actively look for suitable products in China. Substitute manufacturers for components required by the process.

Zhichun Technology said that the company's integrated circuit business accounted for 90%. The wet process equipment business is mainly based on logic head customers, and storage customers are actively developing. The high-purity process system and supporting equipment business covers almost all first-line customers in the integrated circuit field.

According to Zhichun Technology, the company focuses on refining and deepening in a certain field, and at the same time expands business categories around the processes we are familiar with according to market dynamics and downstream customer needs. At present, in addition to intensive cultivation of wet process equipment, the company has carried out investment and verification of equipment parts cleaning and surface treatment business, and some machining parts manufacturing business.

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