To be fair, today's 28 nm processes are probably a lot better than 28 nm processes from a decade ago.
Chinese semiconductor industry
- Thread starter Hendrik_2000
- Start date
- Status
Exactly, they have far better architecture, materials, packaging and software.
TSMC is going to invest 40 billion in their Arizona adventure, they are going only to receive from the "CHIP acts 2 billion, looks like they are going to have to give some of the revenue to the Federal goverment apart from state taxes, environmental regulations, higher salaries-bonuses and looks like they have to meet other "requirements" to receive the money.
It said that Apple and AMD are going to be clients but if the prices get too high is very probably that they will keep making their chips in Taiwan, that will leave the fab as the military as their main costumer probably the worst costumer for a semiconductor manufacturer like TSMC. Maybe I am overlooking this but this is starting to look like not a really good deal for TSMC.
It said that Apple and AMD are going to be clients but if the prices get too high is very probably that they will keep making their chips in Taiwan, that will leave the fab as the military as their main costumer probably the worst costumer for a semiconductor manufacturer like TSMC. Maybe I am overlooking this but this is starting to look like not a really good deal for TSMC.
It looked like a bad deal from day one lol.
Even SK companies are starting to feel that is really not a good deal.
As reported by SK media, the nation's Minister of Trade, Industry, and Energy has expressed concerns over the so-called guardrail clause outlined by the US Commerce Department this week.
White House ban on US chip cash going into China ruffles South Korean
Pretty awkward for Samsung, SK Hynix and their Middle Kingdom fabs
A requirement barring recipients of America's $53 billion CHIPS subsidies from expanding their operations in China for a period of 10 years is proving to be a sticking point for the South Koreans.As reported by SK media, the nation's Minister of Trade, Industry, and Energy has expressed concerns over the so-called guardrail clause outlined by the US Commerce Department this week.
SMIC now has fully mature 12nm process and have also been producing N+1 process. Both of which are sufficient for CPUs it needs. I'm not sure why you are saying they may soon have the ability to do 28nm chips? We will get an idea soon enough if SMIC has been able to expand on its advanced node capacity in the second half of the year.
Why can't there even be one decent semiconductor article? They seriously equated Taiwanese/Korean companies not being able to add fab capacity to not being able to provide tools?
I think he means doing 28nm in a fully domestic manner, DUV and all.
I'm not sure why that matters in the immediate term, since they just need Finfet capacity anywhere possible. Based on the recent havok posts, the latest DUVi prototype has the planar grating measurement system needed for 14nm production. So basically once they get full 28nm production line, they are probably just a few months away from 14nm production line. Which imo means by mid 2025, they should have a mostly if not fully domestic 12nm line at SMIC and 7nm is not far after that.
But even that's not necessary. They just need more capacity regardless of country of origin for tools. If they can source second hand Lam equipment to add to their SN1 capacity, I'm sure they will do that. Huawei isn't going to question where the tools came from when it's taking CPU deliveries from SMIC
Yes, we know that a domestic 28nm line is in the pipeline soon, and that mastery of it can let them reach 14nm as well, but we still need to wait for proof in the pudding once they churn it out in a commercial manner.
However, I think it is reasonable for daifo to describe "domestic 28nm" as something that they have yet to attain and something to watch for.
Of the various milestones to observe, that is one of the more notable ones for the near term.
My comment was in regards to a fully domestic line. It seems that people here have implied numerous times that China will have a fully domestic line in 28nm chips by around 2024-30.
My understand is that US has also ban the exportation of equipment for 14nm and below. It is unknown as to how long China keep those lines running via smuggling or reverse engineering.
- Status