Chinese semiconductor industry

Status
Not open for further replies.

horse

Colonel
Registered Member
My very personal opinion is that if SMIC will sell to Huawei, it is not only out of business logic, but is also a strategic / national security decision...but companies alone, independently and by their own judgment, don't operate according to strategic / national security targets.

Yup, agree.

The circumstances to this tech war is rather unique, and there is a tendency in tech that winner takes all.

If China and Chinese companies can demonstrate that their tech ecosystem is immune from US sanctions and will continue on no matter what, that is a big confidence boost for those people in the developing world buying Chinese tech.

If Chinese tech is not sustainable because of the next US sanctions regime, then surely business will be lost. A customer cannot trust Chinese tech if that is the case, the developing world would not buy and install Huawei if they cannot deliver.

In short, Chinese companies helping other Chinese companies will be good for their business long term worldwide. We past the point of no return.

That is why it was a good idea for the requirement that all big companies must have a CCP member in the upper levels of management. All coordination of industry would be easier.

Companies like Huawei and Alibaba do not even need one, because Ren Zhenfei and Ma Yan are CCP members.
 

tokenanalyst

Brigadier
Registered Member

Advance packaging from 25th China Integrated Circuit Manufacturing Annual Conference and Supply Chain Innovation and Development Conference

[CICD 2023] Multiple Implementations of High-Density Integration.​


Dr. Hong Qiyuan ICMO Technology Co., Ltd. introduced the company's three-dimensional heterogeneous integration technology: HITOC, which is actually two technical routes of Wafer on wafer and Die on wafer. Wafer on wafer can be of the same type, different types, or even different process nodes. Take the logic + DRAM that we have produced tens of thousands of pieces as an example. We connect the logic wafer and DRAM wafer together through Hybrid Bonding, and then lead them out through thinning, through-silicon vias, and metal wires, and then cut and package them. It becomes a Chip with no difference in a single chip. Another technical route is Die on Wafer, which is achieved by putting the cut EU tape, which is also Hybrid Bonding, on the Wafer, and then through injection molding, thinning, silicon perforation, metal wire lead-out and other processes. In addition to the one-on-one-on-wafer solution, our Wafer on wafer can also do multi-wafer stacking. Currently, we have achieved five wafers, that is, four DRAMs plus one SOC. We have already achieved this 4+1 technology. Ready, and this kind of sample is being tested, the process flow of Die on wafer has also been well established, and it is now doing the test. In addition, our three-dimensional heterogeneous integration also includes the technical form of Die on wafer. There are four types. The first is a typical 2.5D package. Our Memory and SOC are connected together. Customers only need to focus on the SOC The design is just fine. The one on the right is the real 3D package. The difference is that the connection is replaced by Hybrid Bonding, which can provide millions of connections, and improve the bandwidth and connection density to the highest extent. The third is the real 3D IC, which uses 1+4 stacking technology to realize the real integration of memory and logic. The fourth is the extension of 1 to 3. In addition to technologies such as Die on wafer and 1+4, we can usually put some slow logic, IO, power management and other chips into it. The SOC only needs to concentrate on making The part it does best is just fine.

1684441898582.png

He also mentioned that 3D heterogeneous integration involves software, hardware, design, process, interface, etc., how to disassemble a chip, and what process is most suitable for each module. In fact, the threshold is quite high. Between DRAMs, each IP is required to be neutral, so this industry needs a fully capable and neutral heterogeneous integration support platform. With more participants working together to formulate standards, the ecology can be improved, and the chip industry can have no difficult heterogeneous integration.

High-performance packaging boosts the development of heterogeneous integration

Zheng Li, CEO of Jiangsu Changdian Technology Co., Ltd., believes that high-performance computing has led the industry to Chiplet and high-performance computing. Here, I would like to remind everyone that heterogeneity is not only the more common memory chips and computing power chips. In fact, when we talk about 2.5D and 3D packaging, we pay more attention to the need for integration in heterogeneity. To, for example, sensors, power devices, and even optical devices, the structure of heterogeneous heterogeneous chiplets assembled together. But this is just a path for heterogeneous integration or high-performance packaging

SiP has developed to this day, and system integration has formed higher-density, higher-bandwidth connections. From an international academic point of view, such a path is also regarded as an important path for heterogeneous heterogeneous high-performance packaging, but we One difference from 2.5D and 3D packaging is that 2.5D and 3D are based on wafer-level packaging technology, which has a higher standard in terms of bandwidth and connection. But it also has some limitations in terms of heterogeneity.

We believe that whether it is 2.5D, 3D packaging, or high-density SiP packaging, it is an important path for the development of high-performance packaging.
It is true that our circuits were originally developed with the integration of transistors as the core. Today's technology applications push us to take the system as the core and the system architecture as the core to continue to promote integrated circuits, not just reliability, or some physical Performance, but the performance of the entire integrated circuit product, its performance must be developed forward. Therefore, we say that the integration technology of the integrated circuit driven by the system with the chiplet architecture or the high-performance SiP architecture as the core will continue to promote the development of our integrated circuits.

There are many new challenges for the design industry, manufacturing industry, and packaging and testing industry. Product design engineers must have a deeper understanding of the design of the entire microsystem and have stronger design capabilities. The diversification of packaging methods, from the design of TSV, Interposer, etc. to wiring, requires packaging and testing manufacturers to cooperate with upstream and realize it with higher-precision automated equipment production lines.

When referring to CPI, we often say that Packag fulfills the requirements for reliability and realizes it through CPI. Today, because of the high-performance packaging, CPI itself, and the interaction between Packag, it has played a decisive role in the chip product itself. This is about the design collaboration CPI between the fab and the packaging factory. From the point of view of design and packaging, as I mentioned just now, such collaborative design, from the initial architecture design of the product, the product design engineer must closely cooperate with the enterprise responsible for the subsequent manufacturing of the microsystem integration. This is also a pleasure. It can encapsulate the changes in the links between the industrial chains brought to us.

The core feature of high-performance packaging is that it must be based on high-bandwidth, high-density integration. Encapsulation is not only a process of encapsulation and packaging, but more importantly, a process of cascading and connecting. The advent of high-performance packaging has made design, packaging, and manufacturing inseparable. The emergence of a new design and development path is STCO. The tools and methods used in the development of this product must be developed from the perspective of the system, combined with manufacturing technology and production technology. This is also a One of the important features.

Intelligent application scenarios generate high-performance computing and storage requirements, and high-demand drives the development of chip technology. High-performance packaging such as SiP packaging, photoelectric packaging, 2.5D\3D packaging, and small chips will become the basic configuration in the future. . We call for the entire industrial chain, especially the equipment and material industry chain, to develop towards a high degree of automation and high-precision materials.

 
Last edited:

Dark Father

Junior Member
Registered Member
Looks they are working with SIOM and CAS to develop AI assisted computational lithography. SIOM is the institution in charge of the development of EUV computational lithography, EUV mask fabrication and EUV mask defect detection-correction in China along with some mask making companies in China.

Please, Log in or Register to view URLs content!

View attachment 112805

View attachment 112806
They will need the smartest brains in the PRC to realize DUV and EUV lithography.
 

antiterror13

Brigadier
DUV has already been realized, EUV is just a matter of when.

Mass production of both is also just a when question, with EUV being later than DUV.

I think China will have a breakthrough in EUV light source (which is the hardest), totally different than what ASML do now.

Hopefully similar to vacuum tube to transistor ... or Fluro to LED

And hopefully a lot cheaper to make the machine and eventually a lot cheaper chips processed by EUV
 

tokenanalyst

Brigadier
Registered Member
They will need the smartest brains in the PRC to realize DUV and EUV lithography.
Who? Dongfang and SIOM?
The lithography effort in China is WAY WAY bigger than this institute and this company

SIOM is working in few areas of the EUV process (EUV Masks, EUV defect detection and computational lithography)

Dongfang mostly does Computational Lithography, yield management, EBI and Critical Dimension SEM, defect detection. They more or less compete with ASML in those areas, but not necessary in lithography machines.

1684447378372.png1684447402820.png

1684447447190.png

They are a part of an brewing ecosystem.
 
Last edited:

bzhong05

New Member
Registered Member
Please, Log in or Register to view URLs content!

Skyverse (中科飞测), a leading semiconductor inspection and metrology equipment company just went public today on the STAR board. Company said that its products have been used in domestic production at 28nm node and above. Stock increased by nearly 200% at a market value of RMB 22 billion. Major backers include CAS and Huawei.
 

tokenanalyst

Brigadier
Registered Member
Semiconductor quality control equipment company Zhongke Feitest landed on the Science and Technology Innovation Board

On May 19, Shenzhen Zhongke Feitest Technology Co., Ltd. (hereinafter referred to as "Zhongke Feitest") successfully landed on the Science and Technology Innovation Board. The price of this issue is 23.6 yuan per share. On the first day of listing, the company once soared by more than 200%. In this IPO, Zhongkefeice plans to raise 1 billion yuan to invest in high-end semiconductor quality control equipment industrialization projects, R&D center upgrade construction projects, and supplementary working capital.
3212f3c6-f61b-11ed-b6cd-00163e1eb85a.png

Quality control equipment is one of the core equipment in the integrated circuit production process, and it is the key to ensure the yield rate of chip production. There are many steps in the manufacturing process of integrated circuits, and the process is extremely complicated. There are hundreds of processes in the front-end process of integrated circuits alone. Many domestic companies involve back-track testing, and relatively few involve front-track testing and mid-track testing.
According to the data, the main products of Zhongke Feitest are high-end semiconductor quality control equipment. Based on the company's strategic plan, it focuses on the research and development of quality control equipment for integrated circuit front-end process and advanced packaging. Since its establishment, it has been focusing on the R&D, production and sales of two types of integrated circuit special equipment for detection and measurement. The products mainly include non-pattern wafer defect detection equipment series, pattern wafer defect detection equipment series, and three-dimensional shape measurement equipment. series, thin film film thickness measurement equipment series and other products have been applied to the domestic integrated circuit manufacturing production line of 28nm and above process.

1684499774294.png

Please, Log in or Register to view URLs content!
Please, Log in or Register to view URLs content!
 
Status
Not open for further replies.
Top