Chinese semiconductor industry

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FriedButter

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Many Americans are having China syndrome. Just don't ever mention anything China.
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The West feels threaten by China ability to produce 28nm. Looks to me that it’s inevitable that the US is going to force their “allies” to stop selling anything semi related to China. It wouldn’t be a surprise that at some point they say China ability to produce any chips is a threat but it would be too late by then.

ASML should invest in Chinese nails. They are going to need them when the US forces them to build their own coffin.

“It would give Beijing coercive leverage over every country and industry - military or civilian - that depend on 28 nanometer chips, and that's a big, big chunk of the chip universe," he said.

“28 nanometer” refers to a chip technology commercially used since 2011. It is still widely used in automotive, weapons and the explosive category of internet of things gadgets, said Hutcheson.
 

Overbom

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Reuters reporting that the China government is planning to introduce US$143bn in subsidies for domestic semiconductor production, mainly to purchase domestic equipment, potentially by 1Q23. If it comes to fruition, it makes the US Chips Act look like peanuts :)
The Empire strikes back.
This amount of money should be enough to max out sales of semiconductor equipment makers thus giving them years-long guarantee that they can expand production without fearing lack of demand

I am very bullish on semiconductor equipment makers doing well in the short/medium/long term
 

tokenanalyst

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The West feels threaten by China ability to produce 28nm. Looks to me that it’s inevitable that the US is going to force their “allies” to stop selling anything semi related to China. It wouldn’t be a surprise that at some point they say China ability to produce any chips is a threat but it would be too late by then.

ASML should invest in Chinese nails. They are going to need them when the US forces them to build their own coffin.
The Chinese no just want to make 28nm chips. They want to make 28nm chips with their own tools. That will mark a big shift. That is why SMEE is marketing their immersion tools for 28nm, that initial plan was to make lithography machines for 65-45nm "single exposure.".
28nm will be basically a trainer node for China domestic equipment manufacturers.
Making 3nm chips is useless for China if they have to depend on borrow tools that can disappear overnight.

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tokenanalyst

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Huawei chip manufacturing.​

Huawei's die, wafer, and die position identification method on the wafer are disclosed, reducing FA costs​


In the manufacture of integrated circuits, a wafer (wafer) generally contains tens of thousands of dies (die, or called bare die). The wafer is thinned and cut to form dies, and finally the dies are packaged into integrated circuits. chip. Usually, chips need to be tested to distinguish good products from bad products. Good products must meet certain reliability standards before they can be marketed, and bad products are eventually scrapped. The integrated circuit industry not only needs to ensure the quality and reliability of the chip, but also needs to continuously improve the yield rate and reduce the cost; therefore, it is necessary to analyze and locate the defective product or failed chip, find the root cause of the failure, give feedback and promote the fab And packaging and testing factories continue to improve. Therefore, performing failure analysis (failure analysis, FA) on defective products (or failed chips) is a key step in the chip manufacturing industry.
In the process of failure analysis of defective products (or failed chips), data investigation is often the first step to be completed, such as analyzing the processing and testing data of each link of chip manufacturing (wafer testing, chip packaging, chip testing), analyzing Whether abnormalities are introduced in each manufacturing process. For a failed chip, first check whether its final test data is abnormal, then check whether there is any abnormality in the upstream packaging process, and finally check whether the die packaged by the chip is a good product on the wafer. However, as mentioned above, there are often tens of thousands of dies on a wafer, so it is necessary to identify the positions of the dies on the wafer to distinguish them.

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ZeEa5KPul

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The commercialization of subsystems, parts and materials will come first.
That's an interesting point of view. Why do you think this commercialization will necessarily precede the assembly of a prototype? I would think assembling the prototype and commercializing the component would proceed independently? Besides, what use do these components have outside an EUV lithography tool?
 

latenlazy

Brigadier
That's an interesting point of view. Why do you think this commercialization will necessarily precede the assembly of a prototype? I would think assembling the prototype and commercializing the component would proceed independently? Besides, what use do these components have outside an EUV lithography tool?
You need the supply chain for the components set up before you can dive deep into prototype testing, especially if you want to speed up testing schedules with multiples units.
 
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