Chinese semiconductor industry

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tonyget

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From internet. Luckily Dutch government didn't ban the 1980i.

产能远远不够,
一条2万片月产能的线,需要8台湿式DUV,6台ARF干式DUV,1台KRF
一条1万片月产能的线,需要4台湿式DUV,3台ARF干式DUV,1台KRF
现在新厂一般是10万片月产能起步,需要80台湿式DUV,60台干式DUV,10台KRF。

The production capacity is far from enough,
A line with a monthly production capacity of 20,000 pieces requires 8 wet DUVs, 6 ARF dry DUVs, and 1 KRF
A line with a monthly production capacity of 10,000 pieces requires 4 wet DUVs, 3 ARF dry DUVs, and 1 KRF
Now a new factory generally starts with a monthly production capacity of 100,000 pieces, requiring 80 wet DUVs, 60 dry DUVs, and 10 KRFs.

No Fabs need that many lithography machines. A mid tier ASML machine has over 200 wph thuoughput,200x24x30=144000 w/month. Even consider multi-layer on wafer and redundancy,10 DUV is quite sufficient for a 100k/month capacity fab
 

tonyget

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Did Havok say anything regarding the timeline of Rslaser's construction beginning and completion?

Don't know. All he said was the construction work will take 3 years to complete

havok:60W工程样机阶段,科益现在一年能产10台左右准分子激光器(包括干式和浸没),等亦庄的基地建好后产能会大幅提高,亦庄基地目前还未开工(从开工到达产大约要3年时间)

havok:At the 60W engineering prototype stage, Keyi can now produce about 10 excimer lasers (including dry and immersion) a year. After the Yizhuang base is completed, the production capacity will be greatly increased. The Yizhuang base has not yet started (from the start to production about takes 3 years)

View attachment 107486
 

PopularScience

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: 前面一个帖子,你回复说上微浸没式光刻机在产线上验证55nm工艺节点,很快有结果,最近有消息吗?

In the previous post, you replied that the immersion lithography machine is verifying the 55nm process node on the production line, and the results will be available soon. Is there any news recently?

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: ICRD嘉定已经在生产了

ICRD Jiading is already in production
 

tphuang

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Japan finally released rules last week touted as aligning with US export controls released last year @
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. But Japanese rule did not mention China, and was far from a complete mirroring of the US controls. What is going on here? Well, its complicated. A thread.
Chinese semiconductor firms have been stockpiling tools + materials in anticipation of the Japanese export controls. Interestingly, one Chinese fab official noted that “the 23 devices were basically what we expected, and we thought there would be more equipment exports affected.” A Japanese semiconductor equipment distributor, who did not want to be named, indicated his firm had rushed to ship orders to Chinese fab customers in anticipation of the ban coming into effect in the second half of the year.

Right, i saw this one. Actually I think after talking to Paul for a little bit, he also thinks the October surprise is a huge disaster for American companies. As we discussed here, nothing got sanctioned that will really concern Chinese companies all that much like photoresist.
From internet. Luckily Dutch government didn't ban the 1980i.

产能远远不够,
一条2万片月产能的线,需要8台湿式DUV,6台ARF干式DUV,1台KRF
一条1万片月产能的线,需要4台湿式DUV,3台ARF干式DUV,1台KRF
现在新厂一般是10万片月产能起步,需要80台湿式DUV,60台干式DUV,10台KRF。

The production capacity is far from enough,
A line with a monthly production capacity of 20,000 pieces requires 8 wet DUVs, 6 ARF dry DUVs, and 1 KRF
A line with a monthly production capacity of 10,000 pieces requires 4 wet DUVs, 3 ARF dry DUVs, and 1 KRF
Now a new factory generally starts with a monthly production capacity of 100,000 pieces, requiring 80 wet DUVs, 60 dry DUVs, and 10 KRFs.
I think both @hvpc and @tinrobert commented before on the DUVi requirements. It's at most 20 DUVi for 50k wpm in 7nm process. for 28nm, it's at most 10.
Road side news regarding Huawei Kunpeng cpu

另外,国产工艺的930已经有了,只是低调的叫920a;量不大,没有大范围公开出售

In addition, the domestically produced 930 already exists, but the low-key one is called 920a; the quantity is not large, and there is no large-scale public sale
Given that Kunpeng CPUs continue to be on sale with no end in sight, I have to imagine SMIC is producing them for Huawei by this point.
 

tokenanalyst

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Beijing Shuoke Zhongkexin signed a total of 11 new machines at the beginning of the year, and the total contract value exceeded 200 million yuan


Beijing Shuoke Zhongkexin Electronic Equipment Co., Ltd. (hereinafter referred to as "Beijing Shuoke Zhongkexin") announced that a total of 11 new machines were signed at the beginning of the year, and the total contract amount exceeded 200 million yuan.
It is reported that Beijing Shuoke Zhongkexin was established in 2019. The company originated from the 48th Research Institute of CETC. In the 1960s, it began to study ion implanters, and successively undertook the research tasks of major projects such as 90-65nm medium beam and 45-22nm large beam. At present, it has medium beam ion implanters, low-energy large-beam ion implanters, The four products of ion implanter and customized ion implanter have built a relatively systematic pedigree of integrated circuit ion implanters.
In August 2022, Beijing Shuoke Zhongkexin's fourth medium-beam ion implanter was successfully Move-in in an integrated circuit production line; in September of the same year, Beijing Shuoke Zhongkexin medium-beam ion implanter was successfully delivered.​

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siegecrossbow

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Right, i saw this one. Actually I think after talking to Paul for a little bit, he also thinks the October surprise is a huge disaster for American companies. As we discussed here, nothing got sanctioned that will really concern Chinese companies all that much like photoresist.

I think both @hvpc and @tinrobert commented before on the DUVi requirements. It's at most 20 DUVi for 50k wpm in 7nm process. for 28nm, it's at most 10.

Given that Kunpeng CPUs continue to be on sale with no end in sight, I have to imagine SMIC is producing them for Huawei by this point.
Qin Gang has met the Japanese foreign minister...

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1680439917759.png

秦刚指出,福岛核污染水排海是事关人类健康安全的重大问题,日方要负责任地处置。美曾用霸凌手段残酷打压日本半导体产业,如今对华故伎重施。己所不欲,勿施于人。日本切肤之痛犹在,不应为虎作伥。封锁只会进一步激发中国自立自强的决心。日本是七国集团成员,更是亚洲一员,应正确引导会议基调和方向,多做有利于地区和平稳定的事,凝聚国际社会真正共识。

There is a new Salt Bae in town...
 

Jianguo

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Critics of America’s approach say that it is not just harming its own companies, but also hindering the development of technologies that will benefit all humanity. It will certainly raise costs for companies in the affected industries. The sanctions drive also risks making America look like a bully. Preventing Chinese nationals from participating in high-level quantum-science research might slow the development of quantum computing in China, notes Mr Parker, but it would also erode the notion of American openness. “I was totally shocked,” says a Chinese economist of the fdprs imposed in October, “It goes against everything I was told: free trade, a rules-based order, open competition.” "" Is that conclusion pure shit?
It is 100% shit because that supposed Chinese economist doesn't exist. It's just another made up source by just another anti-China mouthpiece. Do you actually believe dead giveaways like "It goes against everything I was told: free trade, a rules-based order, open competition." are real quotes from Chinese nationals??? Like seriously, you believe this shit? However, I agree that articles like this should be posted anyways because they help us understand the thinking and potential future course of American policy through their dominant narratives. Without such bearish takes, the clueless Liberals in China would continue to push stupid decisions like buying American equipment despite the obvious direction of things.
 
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