It looks plausible to me. If you go to Smic web page they have removed 14nm from their technology nodes. It was there only few weeks ago.Sir from somebody whom I trust and a mentor had just gave me a juicy tidbits, I haven't receive his approval yet BUT i'm sure he will not begrudge me this one.
SMIC had reportedly sold all their stakes in SN1 to the government so the latter can support Huawei. One of my source say it’s just an idea floating around at high level discussion in SMIC. A second source confirmed this and asked me to keep hush. And a third said the deal is actually “completed”. All three stories have big overlap that SMIC is or had considered selling SN1 to the government. As the delta…you can decide if you think SMIC is still considering this idea or if they had already done so in secret.
Another one from my mentor @Oldschool supporting the claimed of Huawei involvement, all of this fits what we know of the Return of the King in 2023.
Oldschool
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Registered Member
Yesterday at 10:42 PM
did you read this already?
Having spent $200 billion to develop a chip industry with little to show for it, China is now embarking on a $56 billion, Huawei-led move to revive its
Huawei leading China chip dream revival
Having spent $200 billion to develop a chip industry with little to show for it, China is now embarking on a $56 billion, Huawei-led move to revive its dream of advanced chip-making.
Construction at the shuttered DRAM fab Fujian Jinhua Integrated Circuit Co. (JHICC) has resumed, reports the Nikkei. JHICC had to shut when US sanctions on the supply of US equipment were imposed.
Across the way from JHICC, packaging specialist Quliang Electronics is building a second site the size of 20 soccer fields.
In Shenzhen, a fab is being built for PengXinWei Integrated Circuit Manufacturing Co.
The similarly naned PengXinXu Technology Co plans to build a fab in Shenzhen.
Also building a fab in Shenzhen is the 2022 DRAM startup SwaySure Technology.
All three companies – PengXinWei, PengXinXu and SwaySure – are owned by the Shenzhen government.
SMIC, the Beijing and Shanghai foundry, has built production lines free of American chipmaking equipment which it calls “Non-A lines.”
SMIC’s best process on a Non A-line is the 2008-vintage 40nm process. The company’s current target is to set up, in the next two years, a 28nm line which does not use US manufacturing equipment.
All of this is good news for China’s top five equipment manufacturing companies – Naura, AMEC, ACM Research, Hwating and Piotech – whose combined revenues jumped 121% from 2019 to 2021 reaching $2.3 billion last year.
Having a tough commercial organisation heading up its chip effort should produce very much better results for China than the loose, diffuse collection of municipal governments, incompetently managed federal funds and outright rogues who dissipated the $200 billion of previous support funding.
However Huawei still has to crack the very tough nut of developing advanced chip-making equipment. Estimates suggest this could take a couple of decades.
Chinese semiconductor industry
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They claimed total revenue for all 5 companies was 2.3 billion USD in 2021. Naura alone was 10 billion RMB, 1.5 billion USD.Sir from somebody whom I trust and a mentor had just gave me a juicy tidbits, I haven't receive his approval yet BUT i'm sure he will not begrudge me this one.
SMIC had reportedly sold all their stakes in SN1 to the government so the latter can support Huawei. One of my source say it’s just an idea floating around at high level discussion in SMIC. A second source confirmed this and asked me to keep hush. And a third said the deal is actually “completed”. All three stories have big overlap that SMIC is or had considered selling SN1 to the government. As the delta…you can decide if you think SMIC is still considering this idea or if they had already done so in secret.
Another one from my mentor @Oldschool supporting the claimed of Huawei involvement, all of this fits what we know of the Return of the King in 2023.
Oldschool
Junior Member
Registered Member
Yesterday at 10:42 PM
did you read this already?
Having spent $200 billion to develop a chip industry with little to show for it, China is now embarking on a $56 billion, Huawei-led move to revive its
Huawei leading China chip dream revival
Having spent $200 billion to develop a chip industry with little to show for it, China is now embarking on a $56 billion, Huawei-led move to revive its dream of advanced chip-making.
Construction at the shuttered DRAM fab Fujian Jinhua Integrated Circuit Co. (JHICC) has resumed, reports the Nikkei. JHICC had to shut when US sanctions on the supply of US equipment were imposed.
Across the way from JHICC, packaging specialist Quliang Electronics is building a second site the size of 20 soccer fields.
In Shenzhen, a fab is being built for PengXinWei Integrated Circuit Manufacturing Co.
The similarly naned PengXinXu Technology Co plans to build a fab in Shenzhen.
Also building a fab in Shenzhen is the 2022 DRAM startup SwaySure Technology.
All three companies – PengXinWei, PengXinXu and SwaySure – are owned by the Shenzhen government.
SMIC, the Beijing and Shanghai foundry, has built production lines free of American chipmaking equipment which it calls “Non-A lines.”
SMIC’s best process on a Non A-line is the 2008-vintage 40nm process. The company’s current target is to set up, in the next two years, a 28nm line which does not use US manufacturing equipment.
All of this is good news for China’s top five equipment manufacturing companies – Naura, AMEC, ACM Research, Hwating and Piotech – whose combined revenues jumped 121% from 2019 to 2021 reaching $2.3 billion last year.
Having a tough commercial organisation heading up its chip effort should produce very much better results for China than the loose, diffuse collection of municipal governments, incompetently managed federal funds and outright rogues who dissipated the $200 billion of previous support funding.
However Huawei still has to crack the very tough nut of developing advanced chip-making equipment. Estimates suggest this could take a couple of decades.
AMEC was 0.48 billion USD.
ACM Research was 0.37 billion USD.
Already exceeded their claimed revenue numbers.
Agree with you on everything but I still think that if SMIC and others would have started the positive feedback loop to help make SMEE scanners better much earlier ago, I think things will be a bit better.
Absolutely agree, but risks is also part of business and what is happening today you could see it slowly coming a decade and a half ago. The risk of US doing this kind of crap was very real and everybody knew it, including Huawei.
The Chinese goverment desire for technological independence was not just a "pride issue" but a response to a real threat, that is why they launched the semiconductor equipment and material projects,I mean Jiang Zemin saw it coming in 2003.
The issue was not buying semiconductor equipment from the US but allowing US companies to become dominant in the Chinese market and the years of neglect of domestic semiconductor related product providers by local companies. "Keep foreign companies close but domestic companies closer"
The good new as you said is that is never late to start.
To me, there is nothing to fret about in the past. Everyone did their job in China. Everyone did, what they were supposed to have done.
Besides, buying all that advanced tech from the Americans, allowed technicians inside China to build up their know-how on advanced equipment. If they were forced to used poor equipment, really doubtful that their know-how would be greater from learning on poor equipment than compared to learning on the best equipment.
That is a curse and blessing at the same time.
I mean if you are at the bottom of the supply chain, a part, subsystem ,material, software, EDA, equipment provider, this is an one in lifetime opportunity, this companies are salivating that they only will have to compete with other companies their own size, that their tools are going to be codevelop, debugged, compared by people with experience with high quality tools and that entire processes and toolchains have to be redesigned taking into consideration domestic tools, software, materials. Anyone working for these companies is probably going to get a big rise. For anyone in China with talent and good ideas who wants to make their "dream semiconductor company", this is an opportunity in a lifetime. Is also for any company doing things closely related to semiconductors that want to invest to become a semiconductor provider.
But for any company at the top of the supply chain is painful, a lot processes and tool chains have to be redesigned taking into consideration domestic tools, software, materials. New learning curves. A lot of investment was made in US tools now wasted. lot of research collaboration, research papers, again wasted. Design houses have to retrain personal using domestic EDA. Some companies are more ahead than others but still is painful for this companies.
What is this crap and why are you posting it?
For you to debunked it.
If you read the article, the major point is that the Chinese, Huawei in particular is fighting back mostly done covertly and what we are speculating are coming to fruition, well I can swallow the copeness having tasted it for 4 years and with it the ability to discern.
To be honest, the posts you write are tl;dr. I was skimming through it and that sentence caught my attention. If it's an article I come across, I know right away that its author is a know-nothing and I ignore it. I would like members here to exercise similar judgement and only post quality articles.For you to debunked it.
As for Huawei, I couldn't care less about their handset business. The core 5G infrastructure business is what concerns me and that seems more or less unharmed. Huawei learned a valuable lesson about having others control your core technology and given its investments in EUV lithography, it seems to have learned that lesson. Now we just kick back and wait for the results to roll in.
Self-reliant was the word used
Bro as well as you, I expecting its return in 2023 and how they done it is what intrigues me.
Nobody want to work with Huawei for fear of repercussions from the long legal arms of the US. And how they do it maybe the template for other Chinese and foreigns company to imitate, it's another one of those American Pillars that need to take down ,with the abuse use of sanction, we may be getting there faster than I thought. Does anyone know whether the SMEE SSA800 will be in mass production next year?
Bro a hint
1) part of 13th 5 year plan 2016-2020 with it as part of 02 Special project.
2) had successfully pass verification effort with it the validation of domestic 14nm line in 2021.
3) 2022 gearing up for mass production with most domestic component makers finishing their upgrade plan in 2023.
4) A speculation on my part, this year an initial 8 to 12 initial operation capability prototype units are produce to streamline the process for its mass production next year.
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