Chinese semiconductor industry

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tphuang

tphuang

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gelgoog said:
I posted the satellite pictures here several times. The building shell for YMTC Fab 2 is basically complete at this point.
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You did, which is why I'm confused it's talking about building the factory as part of this notice. Also do you understand what is meant by saying it's expected to produce 6350PB a month?

Here is when phase 2 initially got announced. It's supposed to be 200k WPM.
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At the time, they said total investment in memory project would be $24B and that I would include both phase 1 & 2 of YMTC + other projects like CXMT.

109.9B RMB is about $16B
 
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gelgoog

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I assume PB is Petabytes. Some memory companies specify output in Bytes or Bits produced or some multiple thereof.

As for the output in number of plates, like I already said, each Fab is supposed to produce 100k WPM. So Fab 1+2 would be 200k WPM if both were online. Right now production is probably 100k WPM.

With regards to initial expected investment for both fabs being $24B and now Fab 2 supposedly costing $16B. That can be easily explained with inflation. 24/2 = 12. From 12 to 16 it isn't that much.
 
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huemens

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New Dutch Curbs on China Sales Target Three ASML Chip Machines​

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New Dutch curbs on the export of semiconductor technology to China are planning to block sales of three additional models of ASML Holding NV’s lithography machines, according to people familiar with the matter.

Export restrictions announced this week will prevent shipments of the TWINSCAN NXT:2000i, the NXT:2050i and the NXT:2100i models, which are immersion deep ultraviolet lithography machines, according to the people, who asked not to be identified because the information isn’t public.
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ansy1968

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antiterror13 said:
so 1980Di is fine? .. well, I don't know whether there is 2100i machine in China, even 2050i
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Sir from @foofy, we know Hua hong and SMIC have one. And from this machine SMIC is able to research and develop their N+3 chip program.

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antiterror13 said:
really? are you sure about that ? any links?
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From zhihu. Huahong Grace got one. SMIC got one. They are keeping low profile.

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具体时间记不清了大概是2017年，武汉一个公司订购了一台euv光刻机。当时公司内部还把这个消息放在了内网…
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    (作者) 回复知乎用户03-06
    是，当时我还想报到一下2050movein的事，被大佬直接叫停谁都不准说。所以圈外的人都不知道SMIC第一时间就搞来全世界第三台NXT2050i 。前两条是T厂和M公司
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    (作者) 回复知乎用户03-06
    刚刚说错了。康桥是华虹的厂……对，两个边都买了一台。
 
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