Chinese semiconductor industry

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tokenanalyst

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Peking University reported an epitaxial high-κ gate dielectric integrated two-dimensional fin transistor.​


the research group of Professor Peng Hailin of Peking University published a research paper entitled "2D fin field-effect transistors integrated with epitaxial high-κ gate oxide" in the journal Nature .This study reported a new two-dimensional semiconductor vertical fin/high dielectric self-oxide epitaxial integration architecture (2D fin/oxide Bi 2 O 2 Se/Bi 2 SeO 5 ), and developed a high-performance two-dimensional fin field Effect Transistor (2D FinFET). The two-dimensional semiconductor fin/self-oxide epitaxial heterostructure has an atomically flat interface and an ultra-thin fin thickness (up to a unit cell thickness, ~1.2 nm), and realizes the wafer-level single-directional array preparation and fixed-point , high-density growth. Two-dimensional FinFETs based on Bi2O2Se/Bi2SeO5epitaxial heterojunctions have highelectron mobility up to 270 cm 2 /Vs, extremely low off-state current (~1 pA/μm) and very High on/off current ratio (10 8 ), the on-state current density is as high as 830 μA/μm when the channel length is 400 nm, meeting the 2028 low-power device target requirements of the International Device and System Roadmap (IRDS). This original work broke through the bottleneck of three-dimensional heterogeneous integration of key new materials and new architectures for high-speed and low-power chips in the post-Moore era, and brought new opportunities for the development of future chip technologies that break through the limits of silicon-based transistors.

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tonyget

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This to me seems like a problem. I understand the logic of big fund investing into fabs. But if you have a situation where SMEE and its suppliers need capital to scale up production, they really shouldn't have to IPO to get that funding. 500 million RMB is not a lot of money. That's pocket change for Huawei. I do appreciate that you need to train people to raise production and you need to hire more people, but not having enough funding is not an acceptable answer.

havok seems to imply that no one can participate the lithography machine development other than 02 project people?Not sure how that works in practise.


havok:光刻机是02专项独占。不光是上微,华卓,启尔,国科等的产线也是02专项的资金,在华卓的招股书中也可以反映并没有大基金的身影

havok:The lithography machine is exclusive to the 02 project. Not only SMEE, Huazhuo, Qier, Guoke and other production lines are also 02 special funds, and Huazhuo’s prospectus can also reflect that there are no large funds
 

gelgoog

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havok:产能提升要钱要时间要经验,不仅仅是口头说说那么简单。比如上微如果想提升至年产10台浸没式,就需要多投至少5亿元并且新建产线同时要求其他分系统厂也扩建产线,这都需要时间。目前上微的确有上市的计划来解决资金问题。

havok:Productivity improvement requires money, time and experience, not just words. For example, if SMEE wants to increase its annual production to 10 submersibles, it needs to invest at least 500 million yuan more and build a new production line while requiring other sub-system factories to expand their production lines, which will take time. At present, Shangwei does have a plan to go public to solve the funding problem.
This is totally retarded. They should provide funding for SMEE to develop dual stage KrF and dry ArF systems, as well as vastly expand immersion ArF capacity. And the whole thing about waiting for the prototype to be fully tested before building the facilities, this needs to stop, they are adding long delays in the process and we are way past the time for doing business like this. It can take up to two years to build a factory, I mean the shell, just build the shell and put whatever tools needs to be put there once you have the design validated.

500 million yuan is 73 million dollars. To stop the progress of Chinese semi industry because of a pittance like this is myopic to the extreme.
 
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tokenanalyst

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This is totally retarded. They should provide funding for SMEE to develop dual stage KrF and dry ArF systems, as well as vastly expand immersion ArF capacity. And the whole thing about waiting for the prototype to be fully tested before building the facilities, this needs to stop, they are adding long delays in the process and we are way past the time for doing business like this. It can take up to two years to build a factory, I mean the shell, just build the shell and put whatever tools needs to be put there once you have the design validated.

500 million yuan is 73 million dollars. To stop the progress of Chinese semi industry because of a pittance like this is myopic to the extreme.
I have my doubts, looks likes that is the registered capital of some companies not what is actually been currently invested in this endeavor, in 2018 RSLaser registered capital alone was 200 millon RMB.

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european_guy

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havok:产能提升要钱要时间要经验,不仅仅是口头说说那么简单。比如上微如果想提升至年产10台浸没式,就需要多投至少5亿元并且新建产线同时要求其他分系统厂也扩建产线,这都需要时间。目前上微的确有上市的计划来解决资金问题。

havok:Productivity improvement requires money, time and experience, not just words. For example, if SMEE wants to increase its annual production to 10 submersibles, it needs to invest at least 500 million yuan more and build a new production line while requiring other sub-system factories to expand their production lines, which will take time. At present, Shangwei does have a plan to go public to solve the funding problem.

"Productivity improvement requires money, time and experience,"

More the latter 2 than the first indeed...

I'm sorry, but I don't fully buy havoc argument about lacking money is the reason for delays at SMEE....I'm more inclined to think that gaining experience takes time.

When the current prototype will qualify for volume production and will become a "product", I'm sure they will also be able to ramp up production according to market needs.
 

sunnymaxi

Major
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This is totally retarded. They should provide funding for SMEE to develop dual stage KrF and dry ArF systems, as well as vastly expand immersion ArF capacity. And the whole thing about waiting for the prototype to be fully tested before building the facilities, this needs to stop, they are adding long delays in the process and we are way past the time for doing business like this. It can take up to two years to build a factory, I mean the shell, just build the shell and put whatever tools needs to be put there once you have the design validated.

500 million yuan is 73 million dollars. To stop the progress of Chinese semi industry because of a pittance like this is myopic to the extreme.
money is not the problem
money is not the problem

you seriously think, central government can't throw few Billions. DUVi mass production is the matter of life and death. SMEE has full backing of Shanghai government. i m very closely following the Shanghai government roadmap related to semiconductor development.

''Shanghai government will build five industrial clusters, covering health, intelligence, semiconductor, space and materials, that will strive to achieve an output value of CNY1 trillion by 2030.''

what @european_guy said, is absolutely spot on.
 
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Deleted member 24525

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秦声楚舞:这两年国望、科益的建厂应该都快完工了吧
havok:国望9月份吧,科益还没开工

秦声楚舞:In the past two years, the construction of Guowang and Rslaser's factories should be almost completed.
havok:Guowang probably in September, and Rslaser's construction work has not started work yet
Did Havok say anything regarding the timeline of Rslaser's construction beginning and completion?
 
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