Chinese semiconductor industry

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tokenanalyst

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That is common thinking among the national security "experts"

Some people in the industry have a different take.

ASML CEO Peter Wennink:
“If they cannot get those machines, they will develop them themselves. That will take time, but ultimately they will get there.”

That man have been closer to the Chinese semiconductor industry than most of this "experts".

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SIA (the people in the industry statement) statements do not reflect the same confidence that the national security experts reflect.

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tokenanalyst

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Shengmei Shanghai received an order for single-chip SAPS megasonic cleaning equipment from a European semiconductor manufacturer, and it is expected to be delivered in the fourth quarter​


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Jiweiwang news, on February 25, Shengmei Semiconductor Equipment (Shanghai) Co., Ltd. (hereinafter referred to as "Shengmei Shanghai") announced that it has obtained the first 12-cavity single-chip SAPS megasonic cleaning from a global semiconductor manufacturer in Europe Equipment orders .

It is reported that the equipment is equipped with the company's self-developed space alternating phase shift (SAPS) technology, and is expected to be delivered to the customer's European factory in the fourth quarter of 2023.

According to Shengmei Shanghai news, the space alternating phase shift (SAPS) advanced wafer cleaning technology uses the alternating phase change of the megasonic wave to control the distance between the megasonic wave generator and the wafer. The cleaning efficiency of the SAPS process is higher than that of the traditional megasonic cleaning process, which will not cause additional material loss and reduce damage to the wafer surface. The cleaning effect of the SAPS process is more thorough and comprehensive, and has been verified in the manufacture of 1xnm and below DRAM .

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tokenanalyst

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bzhong05 said:
Remember the last time someone in finance talked about chips?

Exhibit 1:

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"Chinese chip companies 'are basically going back to the Stone Age,' a managing director at investment bank China Renaissance,
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."

Exhibit 2:

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China Renaissance, an investment bank and private equity firm based in Beijing, said in a
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to the Hong Kong stock exchange that it “has been unable to contact” Bao Fan, its chairman, and CEO.

Unrelated, but I find it quite ironic that this boutique imploded before the Chinese chip industry did as it predicted in October.
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Its always concerning when people in charge of managing make very short sighted extrapolations and do not take into account all the variables in the equation. I give them the benefit of the doubt I would say that they are over cautious.

olalavn said:
a good summary article... which covers most of the data

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If he is referring to market share, which is the percentage of sales by a company of certain items in the market. As US companies pull out the Chinese market, the market share of Chinese companies just jump up. If we take into account the bidding data the share of sales of Chinese equipment companies should be at least 50%.

If he is referring to the share of installed equipment then Chinese companies are not going to throw away US tools to the sea to replace then with domestic ones, they are going to used and even repair it themselves as long as they can, they already paid for those. But new fabs and upgrades are going to include more domestics tools and better because process are being designed around domestics tools.

What constitute as 100% domestic? We already know that they are not going to throw away to sea every single of US equipment installed. At least for me that would be if they built a fab probably low volume, to start, using 100% domestic equipment, materials and software. If that "low volume fab" can produce 28nm logic, you can assume that China archived independence in the manufacturing of 28nm logic chips. From that on will be to solve yield issues and "copy-scale exact".​
 
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latenlazy

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tokenanalyst said:
Its always concerning when people in charge of managing make very short sighted extrapolations and do not take into account all the variables in the equation. I give them the benefit of the doubt I would say that they are over cautious.
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Investors tend to bias their time horizons towards lowest risk/highest profit. It's good for making safe bets but not so good for measuring engineering progress. One of the two hardest business tasks for any engineer starting a company is trying to teach investors both patience and confidence with the engineering process. The other is learning how to assuage and deal with market impatience. Investors are often wrong about the engineering and right about the market. In effect the time horizons they set their expectations around are more reliable indicators of how long it takes to achieve market success rather than how long it takes to realize a technological capability (but sometimes they don't know the difference, or at least the distinction doesn't matter to their interests). In this situation though the bans have rendered market pressure an inert factor. Because the market is captive, it has no choice but to be patient with the engineering process rather than shop around for alternatives.
 
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measuredingabens said:
Having read the Time article before, it really just seems to be more of the same takes; China is magically behind, "rules based order", our friends will implement restrictions soonTM. Not surprising considering the author and typical think-tank nonsense being churned out these days, but there isn't anything new that hasn't been repeated ad nauseum for the past few months.
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To me, that article should have said "Sponsored by the Biden/Harris 2024 Re-election Committee". It is not clear what NL & JP have agreed to. What is clear is that they are taking their own sweet time in implementing any sanctions and selling as much stuff as possible to China in the meantime.
 
tphuang

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Big news, CETC 46th Institute has now prepared China's first 6-inch Gallium Oxide wafer
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This was first achieved a year ago by the Japanese
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Keep in mind that America considered it so sensitive that Gallium Oxide tech was restricted from China last August
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There are wide applications in both military and commercial fields, but I'd imagine military usage is more applicable right now. It would most likely allow for more powerful radar than the current GaN AESA radar. It could also be used in other applications that require operating under high temperature and voltage environment.
 
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caudaceus

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tphuang said:
Big news, CETC 46th Institute has now prepared China's first 6-inch Gallium Oxide wafer
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This was first achieved a year ago by the Japanese
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Keep in mind that America considered it so sensitive that Gallium Oxide tech was restricted from China last August
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There are wide applications in both military and commercial fields, but I'd imagine military usage is more applicable right now. It would most likely allow for more powerful radar than the current GaN AESA radar. It could also be used in other applications that require operating under high temperature and voltage environment.
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I'm looking forward to have my first Gallium Oxide charger soon, my GaN charger works excellently. I'm also thinking about possibly of EV fast charging with this new tech.
 
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Weaasel

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Eventine said:
Because it's propaganda.

The high-end semiconductor industry is dominated by the US, Taiwan, South Korea, Japan, and the Netherlands. Collectively, they have less than half the population of China, and on a GDP basis, they have slightly more after accounting for purchasing power parity. Stating that "no country can go at it alone" is a deliberate attempt to portray an oligarchic monopoly as a global collaboration. If the semiconductor industry really was global, the US wouldn't have been able to sanction the supply chain by just getting its close allies on board.

The reality of the situation is, the US monopolized this industry in the beginning since it invented the core technologies, and then out sourced its capabilities to its satellites, first to Japan and the Netherlands, and then to Taiwan and South Korea. Gradually, the US itself lost competitiveness because of this out sourcing, but it's still very much a small, closed club of companies and governments who hold the keys to the industry. But by the same logic, if such a small group can monopolize semiconductor manufacturing, then there's no reason why China couldn't go at it alone (and China won't be alone - I'm sure the Russians, Iranians, etc. would love to participate).
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Also as gelgood stated, Japan already has comprehensive capabilities with regards to semiconductor materials and equipment and IC chips manufacturing
tphuang said:
Big news, CETC 46th Institute has now prepared China's first 6-inch Gallium Oxide wafer
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This was first achieved a year ago by the Japanese
Please, Log in or Register to view URLs content!

Keep in mind that America considered it so sensitive that Gallium Oxide tech was restricted from China last August
Please, Log in or Register to view URLs content!

There are wide applications in both military and commercial fields, but I'd imagine military usage is more applicable right now. It would most likely allow for more powerful radar than the current GaN AESA radar. It could also be used in other applications that require operating under high temperature and voltage environment.
Click to expand...

Is or/and GaN used as wafers to produce high end conventional and graphics processor chips? Can the same be done with Gallium Oxide?
 
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