I don’t think it’s likely to happen anytime soon. Not because of sanctions but to fulfill domestic demand and the localization push.
Chinese semiconductor industry
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I don’t think it’s likely to happen anytime soon. Not because of sanctions but to fulfill domestic demand and the localization push.
Yeah I just posted the tweet because the reply was interesting. The articles are being posted because the negotiations haven't been working out as well and so it's a technique for the US to gain leverage. I wasn't trying to spam.
Jiangfeng Electronics: Related aluminum targets have been mass-produced at the 5nm technology node
Recently, some investors asked Jiangfeng Electronics on the interactive platform, whether your company's equipment has entered its industrial chain for 14nm mass production in Shanghai? I wish the company a world-class semiconductor materials company.Jiangfeng Electronics stated on the investor interaction platform on October 8 that the company has established cooperative relations with domestic semiconductor equipment manufacturers and chip manufacturers. The parts and components produced by the company are mainly used in semiconductor equipment such as PVD, CVD, and etching machines. At present, it has achieved mass production and delivery in many chip manufacturers and semiconductor equipment manufacturers.
In addition, some investors pointed out that in P45 of the 2021 annual report, ultra-high-purity tantalum (Ta) targets and rings, copper targets (Cu), titanium targets (Ti), aluminum targets ( Al)...and achieve full mass production on the client side, among which tantalum targets and rings have been mass-produced in TSMC's 7nm chips. At the same time, some products applied to the 5nm technology node passed the evaluation and went into mass production, and some products entered the verification stage. Aren't aluminum and titanium targets used for process nodes above 110nm, so what does 28-7nm have to do with it? Is it for the beta side? May I ask how many processes are the most advanced aluminum targets used in the company?
Jiangfeng Electronics stated on the investor interaction platform that the front-end chip manufacturing of advanced processes also requires the use of aluminum and titanium targets. At present, the company's related aluminum targets have been mass-produced at the 5nm technology node.
There is some confusion here. And I heard only about Russian investment into lithography machines and nothing about other machines.
The "nm" the Russians talk about in the lithography projects is the light source wavelength, it has nothing to do with semiconductor process and transistor size.
No, the 350 and 130 nms are about the nodes, not light source wavelengths. For example, the grant's name for the 350 nm litho machine is called:
where the latter part is translated as
The 130 nm litho machine grant even explicitly mentions the development of 193 and 248 nm light sources, and separately that the litho machine should ensure minimum structural element sizes of 130 nm:
Regarding the other machines - there were also grants for etching and ion implantation equipment plus maskless lithography.
There is a lot of semiconductor manufacturing equipment that need to be made at those nodes. oxidation, implantation, etching, deposition, lithography, rapid thermal processing, annealing equipment,CMP, cleaning-wet processing, metrology, testing, packaging. And is not just one in every category, like for etching you have dielectric etching, oxide etching, metal etching. Multiple types of deposition equipment. Different types of metrology equipment, CD-SEM, thin film measurement, optical measurament. Lithography needs track equipment support, aligment equipment, coating, developing, ashing. And that is not counting silicon ingot- wafer making equipment Clean room equipment. ultraPure water processing and pure chemical delivery equipment.
Mask making, testing and repair equipment, but if they go maskless they will skip this.
The good news for the Russians is that they are not a big consumer of chips so their equipment does not has to be as performance as the ones the TSMC use, because they have to server a worldwide clients. But still is a lot of work.
CETC semiconductors, who already produce a lot of this equipment for military chip production could be an option for co-production but IDK, is a lot of equipment.
Yes. I am so sick of these poor in data and heavy in narrative articles. A proper market analysis article has a lot of data and little to no subjective comments. Anything else is marketing.
Any idea when next year SSA800 will enter production?
Looking at this summary it seems like the blitzkrieg is already over, now it's just simply attrition warfare
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