Chinese semiconductor industry

Status
Not open for further replies.

localizer

Colonel
Registered Member
Hi quantumlight,

That's why The American allow Intel to sell chips to Huawei, Do you think in the future they may allow a JV with China for them to survive?

The sanctions and later giving out licenses to US companies was to make INtel to be China's sole supplier I think.

But Intel still can't get their EUV working even though they have EUV machines.

I blame the myriad indians in Intel management.
 

WTAN

Junior Member
Registered Member
Yes but where's your evidence? You keep saying this and that, but anyone can come on here and say anything. Where is your source that they "started mass production"?



What do you think? There's no need to ask WTAN. Of course it will adversely hurt their progress. There is no way they can do such small nodes without American supplies. Even if they already have the capital equipment, they still need the support, materials, and licenses to make it work.
Did you read the China Knowledge article?
It clearly says SMEE developed the 65nm Dry Dual Stage DUVL back in 2018. It has a dual stage similar to ASML. Japanese DUVL is inferior as it is single stage.
That the best evidence you can get about this machine being in production.
Dont expect to get a report about this in the English language in Nikkei, Digitimes or Forbes. These publications are almost worthless and their reports are all written overseas and based on speculations and hearsay.
 

WTAN

Junior Member
Registered Member
@WTAN

What would be the impact of Liang leaving+ export blacklist sanctions on SMIC's 7nm nodes and below? Would it adversely hurt their progress on these smaller nodes?

Also, how close is SMIC to developing and mass-producing 7nm nodes and below? Do you have any other sources I could read up on their progress?
According to Liangs Resignation letter he said that mass production of the N+1 Chip would take place in April 2020. I presume that for Liang to make such a comment, the production line would be ready and they would have stockpiled parts and consumables in a central warehouse.
I expect them to go ahead and produce the Chips and use this as a research/learning experience.
The volume of Chips produced would depend on how long they can keep the production line running.
They might even be able to produce the N+2 next year.
I dont think Liangs departure would have much effect upon SMIC as the 7nm research has been basically completed.
Liang claims that even the 3nm and 5nm Chips have been basically designed.
Another fact many of these overseas New Reports fail to take into account is that the SMEE 28nm DUVL is ready.
The 28nm DUVL will eventually be upgraded to be able to produce 7nm Chips and thats when the large scale mass production of 7nm Chips at SMIC will begin.
Of course production of 5nm Chips will only be able to take place once the Locally made EUVL becomes available.
 
D

Deleted member 15887

Guest
Correction - Liang said that mass production of N+1 will begin in April 2021.
Doesn't the letter say N+1 production already began?
At present, 28nm, 14nm, 12nm, and N+1 technologies have all entered mass production, and the development of 7nm technology has also been completed.
I'm kinda confused here. What is N+1 versus 7nm? Is he referring to the N+2 node when he says "7 nm", or the N+1 node?

Also wanted to clarify, you do have some sort of background or connection to the mainland semiconductor industry right? I just want to verify the information you have said is credible.
 
D

Deleted member 15887

Guest
Also what would be the significance of the chiplet technology under Jiang instead of the current linear approach by Liang?
 

gadgetcool5

Senior Member
Registered Member
Did you read the China Knowledge article?
It clearly says SMEE developed the 65nm Dry Dual Stage DUVL back in 2018. It has a dual stage similar to ASML. Japanese DUVL is inferior as it is single stage.
That the best evidence you can get about this machine being in production.
Dont expect to get a report about this in the English language in Nikkei, Digitimes or Forbes. These publications are almost worthless and their reports are all written overseas and based on speculations and hearsay.
Alright fair enough. I only asked because other Western sources explicitly say something different, that's all.

You say a lot of this or that too.
Well if you ever doubt something I say, feel free to ask me for evidence.
 

ansy1968

Brigadier
Registered Member
The sanctions and later giving out licenses to US companies was to make INtel to be China's sole supplier I think.

But Intel still can't get their EUV working even though they have EUV machines.

I blame the myriad indians in Intel management.
Hi localizer,

It's funny how the American thinks, they hates you but at the same they loves you. Intel monopolistic attitude is to blame for the current mess, they now realized they needed China more (especially it's scale to survived) after their own compatriot leave them. Now let see how Biden administration handle this situation, will they let Intel had a JV with their Chinese counterpart. I think with the current hostile situation with the US, China may set it's sight on RISC-V instead on x86.
 
Status
Not open for further replies.
Top