If everyone is like you a large chunk of IoT engineers and smartphone programmers will be jobless lol
Chinese semiconductor industry
- Thread starter Hendrik_2000
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I can understand IoT for distributed sensors. But what do I need Wifi on a refrigerator for???
So have remote control over the temperature dials when you forget to set it colder
So your fridge can send your phone pings to pester you to change the water filter.
So they can install sensors that tell you when something is rotting.
So fridge makers can make more money from you.
Shengmei Shanghai's first front-end ArF process glue coating and developing equipment, Ultra LITH, was launched smoothly
Recently, Shengmei Shanghai (Stock Code: 688082), the first rubber coating and developing Track equipment with independent intellectual property rights, Ultra LITH, successfully launched the machine, and successfully delivered the first front-end ArF process rubber coating and developing Track equipment to Chinese domestic customers. The equipment was shipped by Shengmei Semiconductor Equipment (Asia Pacific) Manufacturing Center, which is an important step for the company to enhance its expertise in the field of gluing and developing.
In addition, Shengmei Shanghai will launch the i-line model equipment in 2023, and the company has started to develop the KrF model equipment. The shipment of Ultra LITH, the pre-coating and developing Track equipment, is another achievement of Shengmei Shanghai's continuous expansion of product series. The company is committed to becoming a wafer-level process solution platform. Its products also include single-wafer and tank-type wet process. Cleaning equipment, electroplating equipment, stress-free polishing equipment, vertical furnace tube equipment, and PECVD equipment.
Bro with that kind of investment it will surely use ASML machine, therefore all SMIC Shanghai FAB will be producing 14nm and lower node, the advert for 28nm is just a cover?
Looks like right on schedule. It did take them a while to start construction after the announcement last year, but now that the roof has been installed, they can start to move in equipments. From a couple of months ago, the earliest they can start production is probably late next year and won't reach 100k until 2027.
@ansy1968 Capex for this project is not high enough to just be producing 14nm node. It's only about 25% higher than the Beijing and Tianjin fab. Maybe they will do some 22nm or just have a greater % of their production in 28nm node. I would expect most of the lithography machines here to be SMEE ones since those will be ready by then (and also there is a good chance of some kind of ASML sanction)
Is 100k max production capacity? Does it use smee duvi?
Yes bro, from my understanding between 120,000 to 150,000 WPM, by that time when Beijing Fab reach IOC in 2024 SSA 800 DUVL is in mass usage.
Here I will repost @tphuang post last September 14 2022 for reference.
According to various reports, China bought 81 Arfi lithography machines last year. If we add another 40 in first half of this year, that's 120 in the past 18 months. Which would support 12 * 50k = 600k wafers of 28 nm per month or 300k wafers of 7 nm per month. That seems to be way beyond what China is adding this year, which makes me think they might be stocking up before a ban comes through.
I took a look at the fabs in development currently. this is basically how much money was spent in 2021. Quite a few projects ongoing
中国是全球半导体第一大市场，半导体行业持续快速发展，驱动晶圆代工市场不断向好。 ICViews对2021年度有关中国大陆晶圆生产线最新情况进行盘点。 2021年国内半导体公司在生产线投资总金额达1900亿，其中中芯国际…
If we just focus on SMIC, the most capex of existing project is the Beijing fab (has already spent 50 billion RMB). On top of that, it has invested 18 billion RMB in the Shanghai SN1 fab. It also invested 2.4 billion RMB in the Shenzhen project and 6.1 billion RMB in the Shaoxing fab which is supposed to produce 100k wpm of 6/8 inch. The new Shaoxing seem to have gone unnoticed.
The one I had not caught on is the 70k wpm 12-inch expansion in its existing SMNC fab (JV with Beijing government)
Looks like that plant has 70k wpm so far. after the 1st stage. This second stage will seek to double that. They are mostly producing 40nm/28nm wafers in this plant.
2月27日，北京市发改委召开“2019年北京市重点项目融资工作会”,宣布今年谋划实施“三个一百”工程，集中精力推进100个基础设施、100个民生改善和100个高精尖产
According to this from January of this year, the new 100k wpm fab should have started installing machines in May and reach 100k wpm by 2025. Currently, SMIC Beijing and SMNC produces a total of 120k wpm of 12-inch wafers. There could be additional phases that would expand on this.
持续扩产！中芯国际有望成第三大晶圆代工厂
finance.sina.com.cn
Back in the 2020 announcement, the 2 12-inch fabs in Shanghai were classified as research platform (not really sure how much production here) and 14nm and below (for the SMSC one). At the time, the 2 fabs in Beijing were said to produce 100k wpm, so production at these plants went up another 20k wpm in a year and possibly more by now.
半导体国产替代系列十六：中芯国际拟76亿美元投资新项目 继续看好相关产业链机会
stock.finance.sina.com.cn
If we were to add everything together, there are 70 + 40 + 100 + 100 + 100 = 410k wpm of 12 inch wafers in new fabs or fab expansions just by SMIC. That's a significant increase vs the probably 150k wpm of 12-inch current production.
2022年中芯国际发展现状及产能布局分析 ，中芯国际覆盖先进及成熟制程的晶圆代工与一站式服务。中芯国际中国第一、全球第五大晶圆代工厂商，全球市场占有率约 5%。公司是世 界领先的集成电路制造企业之一，是中国大陆技术最先进、规模最大的集成电路制造企 业。
The description here is interesting. It's listing both the SMSC and SMNC as 300 mm 先进制程晶圆厂, which means advanced process fab. I wonder if the SMNC fab that's currently expanding will also be used for N+1/N+2 node. It might make sense from the perspective that the existing plant could have more experienced engineers/workers that would be able to more quickly move forward with process that require 2/3 times as many exposures.
Based on that article, It sounds to me like they should be installing machines in the new Beijing fab and the Shenzhen fab. The Shanghai LinGang fab just started construction in 2022 and will start installing matchines in 2023. They expect to see caapcity increase in 2022 to be greater than 2021.
Now, if we go back to the first link for 12-inch semiconductor wafer projects, GalaxyCore 格科微电子 apparently has a new project for 60k wpm of 12-inch wafers for CMOS image sensor chips that is expected to finish in 2024.
Wingtech Technology鼎泰半导体 by Shanghai Dingtai Technology has a 30k wpm 12 inch auto chip that will go into production in July 2022.
芯恩 集成电路 has a project of 17k wpm of 12 inch wafers going into production last August.
积海半导体 Hangzhou Jihai semiconductor started construction in 2020/2021 for 20k wpm 12-inch wafers. and possibly 60k wpm when second phase is complete.
粤芯半导体Cansemi's second phase producing 90 to 55 nm 12-inch wafers. Adding 20k wpm in production. This went into production in Q1 2022.
荣芯半导体RongSemi planning for 20k wpm of 12-inch wafers producing CMOS semiconductor. Has yet to start production.
士兰微电子Silan Microelectronics - well known in NEV space. Will start work in Jan 2022 for a factory that produces 20k wpm of power chips.
Just looking at all this, it seems like outside of SMIC, there are maybe a couple of fabs in China that would even require DUVs. SMIC probably has more 12-inch capacity additions than everyone else combined. Outside of Huahong and CanSemi, who else would even be using ASML Arfi in China (assuming that Huawei is going exclusively with domestic product)? So, this tells me that vast majority of the 120 or so DUVs (maybe 100 of them?) are being purchased by SMIC. Assuming they buy more ASML DUVi in second half of hit year, they will have enough for advanced nodes in fab expansions in SMNC/SMSC as well as new 28 to 90 nm fabs in Beijing/Shenzhen/Shanghai.
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