Chinese semiconductor industry
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antiterror13
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How about the performance?, comparable to what Intel i5 generation? 7th or 8th ?
Perhaps even i5 7th generation is good enough for most users in the office
March 14, according to the Institute of High Energy, Chinese Academy of Sciences, on March 14, 2023, the high-energy synchrotron radiation source linear accelerator (HEPS) of the "13th Five-Year Plan" The nation's major science and technology infrastructure launched the full energy beam, successfully accelerating the first Electron Beam as another milestone in the construction of the HEPS device. HEPS has entered the phase of parallel installation of scientific research and beam-tuning equipment.
I have some information from ppl at Huawei that after Huawei releases in March, their next flagship smartphone (scheduled to around Fall) will be using Kirin chips. Considering that Mate series is usually released at that time, then the Kirin chip used in that phone should be at least somewhat competitive with the current top-tier chips. I doubt this is possible on 14 nm, so could this mean that Huawei can now source 7 nm chips inside China and maybe "enhance" them with stacking?
Do you remember 1 year ago, U.S. investigated their company EDA for advanced packaging?
btw, Huawei Whisper a couple of month ago hinted Enjoy 50Z might be Huawei's first 5G phone (it isn't from what we can see).
So, everything seems to indicate this new Enjoy 60 to be unveiled on 23rd is the one using stacked SMIC chiplet. It should support 5G. And looks like this will be on Huawei smart watch also (based on the rumor ).
This does seem like optimistic for SMIC's advanced process since it takes 2 dies for each chip here, so this will be a pretty large order. I'm not surprised that SMIC is fully booked. Huawei is likely their biggest finfet customer going forward.
And I wouldn't worry about it being on 12nm process. That's SMIC's most advanced mature process as of end of last year. I'm sure N+1 is in production, but yield is probably not fantastic at this point.
HW whisper said back a couple of months ago that they will get to 7nm process, but probably a 2025 thing. It will take sometime for de-americanized 7nm process to be up and running on satisfactory yield. And probably SN2.
So, everything seems to indicate this new Enjoy 60 to be unveiled on 23rd is the one using stacked SMIC chiplet. It should support 5G. And looks like this will be on Huawei smart watch also (based on the rumor ).
This does seem like optimistic for SMIC's advanced process since it takes 2 dies for each chip here, so this will be a pretty large order. I'm not surprised that SMIC is fully booked. Huawei is likely their biggest finfet customer going forward.
And I wouldn't worry about it being on 12nm process. That's SMIC's most advanced mature process as of end of last year. I'm sure N+1 is in production, but yield is probably not fantastic at this point.
HW whisper said back a couple of months ago that they will get to 7nm process, but probably a 2025 thing. It will take sometime for de-americanized 7nm process to be up and running on satisfactory yield. And probably SN2.
Jiaxin, a subsidiary of Wanye Enterprise, successfully won the bid for the characteristic process line project
According to the bid winning announcement issued by Binet, on March 14, the high-density plasma thin film deposition equipment (HDP-CVD) of Jiaxin Caneng, a subsidiary of Wanye Enterprise (600641.SH), once again won the bidding project for the construction of a special process production line.
According to other data, since the second half of 2022, Jiaxin Semiconductor, a subsidiary of Wanye Enterprise, has won multiple bids for various equipment. Including rapid thermal processing (RTP), silicon nitride plasma etching machine, metal plasma etching machine, side wall plasma etching machine, high density plasma film deposition equipment (HDP-CVD), silicon dioxide plasma film deposition equipment (PECVD) , Al-Cu metal sputtering equipment (PVD), boron-phosphorus-doped silicon dioxide film chemical deposition equipment (SACVD) and titanium/titanium nitride deposition equipment (MOCVD),
Does it make sense to fulfill the only advanced, sub-20nm lines in China for a smartphone chip, when there are AI firms (Biren, Cambricon, etc) and CPU firms (Loongson, Phytium , etc) that are left out in the cold due to TSMC ban by US?
Well, the AI GPUs really can't use 12nm process. I would imagine they need to be on at least N+1 process, so SMIC is still working on the yield for that.
As for desktop and high end server CPUs, I would think this is a vote of confidence for the yield & capacity of SMIC's 12/14nm process. For example, for the same capacity, difference between 60 and 90% yield is 50% for chips. So, it is entirely possible that SMIC is now able to produce CPUs for the domestic CPU makers and Huawei. Huawei has quite the pull in China. So, it's also possible that Huawei's needs for 5G phones is being pushed in front of other firms
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