American hegemony is dependent on SMEE's delivery of SSA800 28nm DUV
Chinese semiconductor industry
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Can we not say ridiculous stuff like this? This kind of thought is really going to derail this thread.
In case you guys did not read SMIC's Q4 2022 presentation, they had wafer shipments of 1,886,530 in Q2, which came down to 1,574,068 in Q4 (8 inch equivalent wafers) with the post lockdown slowdown in electronics sales. For comparison GlobalFoundries had wafer shipments of 580,000 in 12-inch equivalent wafers in Q4. FYI that is equivalent to 1,305,000 8-inch wafers. So SMIC is already surpassing GlobalFoundries in wafer shipments. GlobalFoundries however leads in revenue, probably because of manufacturing in either more leading edge or niche nodes.
SMIC also provided this information.
"The annual capacity utilization rate was 92%. By the end of 2022, SMIC Shenzhen entered into production, SMIC Jingcheng entered into pilot production, SMIC Lingang completed construction of main fab shell, and SMIC Xiqing started the construction. The mass production of SMIC Jingcheng is scheduled to postpone by one to two quarters due to the delay of bottleneck equipment."
SMIC Shenzhen is supposed to be a 40,000 300mm wafer fab at 28nm. While those other fabs are supposed to be 100,000 300 wafer fabs at 28nm.
SMIC also provided this information.
"The annual capacity utilization rate was 92%. By the end of 2022, SMIC Shenzhen entered into production, SMIC Jingcheng entered into pilot production, SMIC Lingang completed construction of main fab shell, and SMIC Xiqing started the construction. The mass production of SMIC Jingcheng is scheduled to postpone by one to two quarters due to the delay of bottleneck equipment."
SMIC Shenzhen is supposed to be a 40,000 300mm wafer fab at 28nm. While those other fabs are supposed to be 100,000 300 wafer fabs at 28nm.
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he also said, all technical problems have solved now. machine is been assembled. it will take some time to verify..
all critical components/parts are domestically produced except some sensors and shock absorbers..
Now, Kunlunxin also reported on their participation in the BAAI 智源研究院 FlagOpen project
Again, Inspur and Huawei are part of this project. You can see they are working very hard to cultivate domestic solutions
Moore Threads didn't even mention its participation. I guess it's doing too splendidly elsewhere, this is not worth mentioning
More news from them. S2000 (which is 12nm process GPU) got validated with Winhong, which provides virtualized cloud data center and OS and storage solutions. Looks like it will be used in Winning's cloud computing virtual products and services.
Again, Inspur and Huawei are part of this project. You can see they are working very hard to cultivate domestic solutions
Moore Threads didn't even mention its participation. I guess it's doing too splendidly elsewhere, this is not worth mentioning
More news from them. S2000 (which is 12nm process GPU) got validated with Winhong, which provides virtualized cloud data center and OS and storage solutions. Looks like it will be used in Winning's cloud computing virtual products and services.
How exactly is it ridiculous? In the long run China has a working doppelganger for each of AMAT, Lam Research, KLA & TEL. What China lack right now is a working equivalent of ASML and that is the most crucial and most complex part of Semiconductor manufacturing. I was looking at some videos and stuff about EUVL and the complexity to generate the powerful Laser from Tin Plasma is borderline science fiction. So of course SMEE (or any other Chinese ASML equivalent) plays a huge (I'd say the most important) part in domestication and hence thwart american hegemony in high tech industry
We need to take a step back here. When we treat availability of lithography machine as the most important thing in the world, then we've lost perspective of reality.
It's also equally crazy to say that America has hegemony in high tech industry. Semiconductor is only one of many high tech fields that are going to be important in the future.
This is a Chinese semiconductor thread not a necessary a political thread, the word hegemonic is wide range and is mostly political so thread will likely to devolve into political crap.
And by the way if lithography is the "hegemonic technology" against China then we are looking at the wrong hegemony because Europe and Japan is where the most of the suppliers of that technology really are.
Directly hit the shareholder meeting｜Shanghai Xinyang: Photoresist industrialization has made another breakthrough, and the assessment target of the shareholding plan is making progress while maintaining stability
Another breakthrough in photoresist industrialization
The recent cyclical fluctuations in the semiconductor industry have been transmitted to the wafer manufacturing and packaging process. A number of major foundries have successively reported the news of declining capacity utilization, which has also brought uncertainty to the demand for semiconductor wet chemicals. Some research institutions predict that in 2023 In the first half of this year, the global semiconductor wet chemicals market may drop slightly by 0.9%.
Shanghai Xinyang currently provides four process chemical materials and application technology services of electroplating, cleaning, photolithography and grinding. As an important manufacturer of key process material technology and product development for domestic integrated circuit manufacturing, the company also has a keen sense of market environment changes. Perceived, in the face of pressures such as shrinking demand, supply shocks, and weakening expectations in the overall economic cycle, Mr. Wang Su said that the weak demand for terminal consumption will inevitably lead to a decline in the operating rate of wafer foundries. He said frankly that many The operating rate of customers in the downstream manufacturing link is not too high. "This is also a matter that everyone is scratching their heads."
Such changes will naturally inevitably have some impact on upstream integrated circuit process material suppliers. He predicts that the revenue contribution of some of the company's original product categories will definitely decline slightly, but the decline will not be too large. Duo, "Because basically we make this kind of craft materials, generally as long as his factory is still operating normally, in principle, the impact on us is not too great."
However, Wang Su further pointed out that Shanghai Xinyang is currently in a stage of rapid development. On the one hand, it is constantly expanding incremental customers. On the other hand, the company’s products are becoming more and more abundant. Therefore, although the company will also be affected by the current economic situation , but the overall operating conditions are still relatively good, and more and more new products are being launched to customers.
While the market share and brand awareness in the field of electroplating and cleaning technologies for integrated circuit manufacturing continue to increase, Shanghai Xinyang has also made continuous breakthroughs in the research and development and industrialization of high-end products such as photoresist and chemical mechanical polishing fluid (CMP). According to the announcement issued by the company a few days ago, Shanghai Xinyang intends to sign the "Investment Intention Agreement" with the Shanghai Chemical Industry Park Management Committee and Shanghai Chemical Industry Park Development Co., Ltd. to start the construction of the project located in the Shanghai Chemical Industry Park, with a total investment of about 580 million RMB, which will be mainly used to develop key process materials for integrated circuits. It is estimated that the annual output will be 500 tons of I-line, KrF, ArF dry/wet photoresists; the annual output of 10,000 tons of photoresist thinner; the annual output of 5,000 tons of high selection ratio Titanium nitride etching solution series products; dry etching cleaning solution series products with an annual output of 15,000 tons. The project is planned to obtain a construction permit in 2023, complete by the end of 2025, and put into production by the end of June 2026.
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