Chinese semiconductor industry

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PopularScience

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nothing in that post is technical, just bunch of qualitative mumble jumbo.

I was referring more to your comment:
“If China can do it, then it is simple.​
If China cannot do it, then it is complex”​

what you listed is much easier to tackle.

increasing difficulty of shrinking nodes over the year is due to the shrinking error tolerances. don’t tell me you are not aware 3D NAND has much larger feature sizes and larger error tolerances?

there is a reason why people are making 3D NAND still mostly with old reused tools from older DRAM nodes.
The post mentioned vertical cell and the impact, power leakage. etc
 

FairAndUnbiased

Brigadier
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nothing in that post is technical, just bunch of qualitative mumble jumbo.

I was referring more to your comment:
“If China can do it, then it is simple.​
If China cannot do it, then it is complex”​

what you listed is much easier to tackle.

increasing difficulty of shrinking nodes over the year is due to the shrinking error tolerances. don’t tell me you are not aware 3D NAND has much larger feature sizes and larger error tolerances?

there is a reason why people are making 3D NAND still mostly with old reused tools from older DRAM nodes.
they had to invent new etch tools and new metrology methods to address these issues, so they're not that easy to tackle. That's why going from planar to 3D NAND took decades of development (1987-2007).

and yes there is indeed a bias where "anything China does is simple, anything China doesn't do is the most complex, difficult, artistic, blah blah blah" thing. Space was considered the hardest, then when China started doing well in space, space became easy and routine in rhetoric (not in reality).
 

tonyget

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Latest from havok:

2021年9月18日,公司推出新一代大视场高分辨率先进封装光刻机。此次推出的新品光刻机主要应用于高密度异构集成领域,具有高分辨率、高套刻精度和超大曝光视场等特点,可帮助晶圆级先进封装企业实现多芯片高密度互连封装技术的应用,满足异构集成超大芯片封装尺寸的应用需求,同时将助力封装测试厂商提升工艺水平、开拓新的工艺,在封装测试领域共同为中国集成电路产业的发展做出更多的贡献。目前,公司已与多家客户达成新一代先进封装光刻机销售协议。2022年2月7日,公司举办了首台2.5D\3D先进封装光刻机发运仪式。

公司于2021年11月27日召开公司2021年度第二次临时股东大会就《关于上海微电子装备(集团)股份有限公司增资扩股与员工持股方案及员工持股计划(草案)的议案》、《关于更换公司监事的议案》和《关于公司向上海现代先进超精密制造中心有限公司出售固定资产的议案》进行审议。公司拟进行员工持股计划,本次向员工募集的资金不超过人民币8亿元。

02专项在2008年成立了整体专家组,其中光刻机组由6位专家成员组成,上海微电子负责包括前道光刻机和封装光刻机的研发,目前封装光刻机已研发成功,并量产,已经占国内市场80%以上的份额,2021年推出的2.5D\3D先进封装光刻机已获得大量全球订单,2022年和2023年的生产交付任务很重。ArF90nm前道光刻机也已量产交付。

28nm浸没式前道光刻机是02专项最后一个攻坚任务,2021年6月,上海微电子的28nm浸没式前道光刻机的整体技术方案和初样已经通过了02专项的专家审核,等于上海微电子实际上已经完成了02专项的全部光刻机研发任务。目前主要面临的问题是样机的完整交付环节,从生产方式上看,ASML将子系统全部外包出去,尼康和佳能都是自己做,上海微电子介于中间,零部件外包出去,子系统自己做。

为了完成28nm的研发任务,SMEE设有专门的事业部负责,团队大约600人,最核心的技术环节曝光系统一开始也都是SMEE主导研发,之后国家将28nm的曝光系统交由长春光机所负责,SMEE能更好的聚焦在整机的制造。由于28nm浸没式光刻机可以用于制造14nm制程的芯片,多次曝光的条件也可以强行制造7nm制程的芯片,只是成本效益不高。

因此其所使用的是最高端的曝光系统,技术要求达到光学极限;一直到2020年长春光机所才完成28nm的曝光系统,中间不断的测试调整,2021年在原计划样机交付的关口,又遇到光刻机底座的供应商技术问题,故错过了2021年样机交付的时间窗口。

目前从企业得到的最新消息,之前所有的技术问题都已经解决,尽管遇到疫情,耽误了一些时间,但企业对今年内28nm浸没式前道光刻机的样机交付很有信心。

On September 18, 2021, the company launched a new generation of large-field-of-view high-resolution advanced packaging lithography machine. The new lithography machine launched this time is mainly used in the field of high-density heterogeneous integration. It has the characteristics of high resolution, high overlay accuracy and large exposure field of view. It can help wafer-level advanced packaging companies realize multi-chip high-density interconnection The application of packaging technology meets the application requirements of heterogeneous integration and ultra-large chip packaging size. At the same time, it will help packaging and testing manufacturers to improve their process level and develop new processes. In the field of packaging and testing, they will jointly make more contributions to the development of China's integrated circuit industry. . At present, the company has reached a sales agreement with a number of customers for a new generation of advanced packaging lithography machines. On February 7, 2022, the company held a delivery ceremony for the first 2.5D\3D advanced packaging lithography machine.

On November 27, 2021, the company held the company's second extraordinary general meeting of shareholders in 2021 on the "Proposal on Shanghai Microelectronics Equipment (Group) Co., Ltd.'s capital increase and share expansion, employee stock ownership plan and employee stock ownership plan (draft)" , "Proposal on Replacing the Company's Supervisor" and "Proposal on the Company's Sale of Fixed Assets to Shanghai Modern Advanced Ultra-precision Manufacturing Center Co., Ltd." The company intends to implement an employee stock ownership plan, and the funds raised from employees this time will not exceed RMB 800 million.

The 02 project established an overall expert group in 2008. The lithography unit is composed of 6 expert members. Shanghai Microelectronics is responsible for the research and development of the front-end lithography machine and packaging lithography machine. At present, the packaging lithography machine has been successfully developed, and Mass production has already accounted for more than 80% of the domestic market. The 2.5D\3D advanced packaging lithography machine launched in 2021 has received a large number of global orders, and the production and delivery tasks in 2022 and 2023 are heavy. The ArF90nm front-end lithography machine has also been mass-produced and delivered.

The 28nm immersion front-end lithography machine is the last critical task of the 02 special project. In June 2021, the overall technical plan and initial sample of the 28nm immersion front-end lithography machine of Shanghai Microelectronics has passed the expert review of the 02 special project. Shanghai Microelectronics has actually completed all the lithography machine research and development tasks of the 02 project. At present, the main problem is the complete delivery of prototypes. From the perspective of production methods, ASML outsources all subsystems, Nikon and Canon do it themselves, and Shanghai Microelectronics is in the middle, outsourcing parts and making subsystems themselves. .

In order to complete the research and development tasks of 28nm, SMEE has a special business department responsible for it, with a team of about 600 people. The exposure system of the core technical link was also led by SMEE at the beginning. After that, the country handed over the exposure system of 28nm to Changchun Institute of Optics Responsible, SMEE can better focus on the manufacturing of the whole machine. Since the 28nm immersion lithography machine can be used to manufacture 14nm process chips, the conditions of multiple exposures can also forcefully manufacture 7nm process chips, but the cost-effectiveness is not high.

Therefore, it uses the highest-end exposure system, and the technical requirements have reached the optical limit; the Changchun Institute of Optics and Mechanics did not complete the 28nm exposure system until 2020, with continuous testing and adjustments in the middle. Due to technical problems with the supplier of the lithography machine base, the time window for delivery of the prototype in 2021 was missed.

According to the latest news from the company, all the previous technical problems have been solved. Although the epidemic has delayed some time, the company is very confident in the delivery of the prototype of the 28nm immersion front-end lithography machine within this year.
 

tokenanalyst

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Shenzhen Nashe Intelligent Equipment Co., Ltd.

Shenzhen Nashe Intelligent Equipment Co., Ltd. (hereinafter referred to as "Nashe Intelligent") was established in October 2018 and is located in the Pioneering Park for Overseas Students in Guangming District, Shenzhen. With the vision of becoming a global leader in advanced material manufacturing equipment and the mission of improving China's advanced material manufacturing capabilities, the company is committed to the research and development, production, sales and application of advanced material manufacturing equipment such as third-generation semiconductors and graphene .

In 2020, the company was evaluated as a "National High-tech Enterprise" with high growth potential. In addition, the company's third-generation semiconductor silicon carbide high-temperature chemical vapor deposition epitaxy equipment technology was listed on the "Science and Technology China" Pioneering Technology List; "Best Compound Semiconductor Device Technology Development Award" from Circuit Industry Association.

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hvpc

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Taiwan company Gudeng has stopped supplying masks to china, not sure if this has been reported in this thread yet, i searched for "gedeng" but it didn't find anything:
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Gudeng supplies reticle SMIF pods, wafer FOUPs, etc, but they do not supply masks/reticles itself.

this is something that could be easily replaced by an domestic alternative.
 

tokenanalyst

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Registered Member
As much as I bash SMEE, the fact they are able to achieve 80% domestic market share (and 30 to 40% internationally) in advanced packaging with SSB500 is actually quite impressive.
I think bashing SMEE is counterproductive, some type of SME is usually codevelop with the foundries and if foundries prefer to buy and collaborate with ASML instead of SMEE then SMEE time and effort would have been better spend in codeveloping machines for industries that want to work with them. This immersion lithography machine is taking some time from SMEE other research projects, like LED lithography, Direct writing and imprint lithography. They are taking a big risk because they are new cohort of new lithography machines for packaging that are coming to the market from local and foreign companies.

A few years ago this machine was only capable of 20WPH now they are reaching 40WPH totally maskless and looks like they are not going to stop there.
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