Chinese semiconductor industry
- Thread starter Hendrik_2000
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I never said they can’t be complicated. You can have sprawling architectures in software of course. But code is ultimately just code. It’s a man hours problem with fast work cycles. And while getting millions of lines to code to work together can be a pain in the ass unlike with a physical machine once you’re passed a certain level of bugginess you can ship to customers with good functional use and patch as you need to. Ultimately the point is comparative.
That they have. American sanctions did what CPC policy couldn't. It forced domestic companies to collaborate across the supply chain.
Now Empyrean is at 5nm. It turns out a lot can happen in just 3 short years. China speed rofl.
There are articles at DIGITIMES about how SMIC took down information on 14nm FinFET process from their web page.
My guess is their whole FinFET and advanced process activity is going dark. I have also had suspicions for a couple years about how HLMC has not developed a FinFET process yet, despite having been working on it for a long time, and having the requisite production facilities. There was a report several months ago about there being a second FinFET fab at Shanghai besides the one at SMIC. But they never said the name for it.
My guess is their whole FinFET and advanced process activity is going dark. I have also had suspicions for a couple years about how HLMC has not developed a FinFET process yet, despite having been working on it for a long time, and having the requisite production facilities. There was a report several months ago about there being a second FinFET fab at Shanghai besides the one at SMIC. But they never said the name for it.
Software can be complicated but iteration cycles are much faster and cheaper than hardware. You don’t have to wait months or years for components to be fabricated, chemicals to be synthesized, materials to be made, and most importantly, factories to be built.
The barrier of entry for software is consequently a lot lower. The main “moat” of companies like Google is not the complexity of their code, but customer adoption of their platforms and services. Like if you are on AWS, moving your entire line of products to GCP can take a lot of time, effort, and pain. This is because there is no shared standard in domains like cloud platforms.
But even then it isn’t as bad as physical barriers of entry because infrastructure development is super slow and expensive in most countries outside of China.
I’d say that the only software barrier of entry that has the potential to come even close to hardware is highly specific domain data. Since if you don’t have it, it can be very hard to get. Take physical operational data on rocket engines, as an example. You’re not getting that unless you have launched rockets. Or astrophysics data from high powered telescopes. Can’t get that unless the countries with the telescopes are willing to share. Or private personal data like the type governments produce, and which is strictly controlled these days.
But that’s just another case of implicit hardware or platform limitations.
Well, quite a bold statement from such a high level official. If Korean government confirms with real actions their words, resisting US pressure, this means to give green light to Samsung and SK to replace Micron in China.
Samsung and SK revenues crumbled in Q1, mainly due to weak memory market everywhere, but especially in China.
....is it a coincidence that China come out with this official "warning" on Micron just now? No, is not a coincidence.
On May 15th, according to "Jining News", all parts of Jining City, Shandong Province are making every effort to promote the construction of key projects at full speed. Among them, the graphite new material and deep processing project of Shandong Hengsheng New Material Co., Ltd. is also continuing to advance. After the project is completed and put into operation, it will realize the refinement and high-end development of graphite series products.
It is reported that the total investment of the project is 1.2 billion yuan . In 2023, it is planned to invest 600 million yuan and build a factory building of 54,000 square meters. After operation, the production of silicon carbide crystal semiconductors , polysilicon raw materials, double-click panels for hydrogen fuel cells and other products can greatly increase the added value of graphite new material products.
Zeng Xianhui, the person in charge of the project site, said: "The project is expected to complete the construction of the semiconductor processing workshop and the purification workshop by the end of May, meet the conditions for the installation of production equipment, and have the initial production capacity in June. After the completion of the project, it is estimated that the annual output value will exceed 14.16 100 million yuan and provide more than 100 jobs.”
It is reported that the total investment of the project is 1.2 billion yuan . In 2023, it is planned to invest 600 million yuan and build a factory building of 54,000 square meters. After operation, the production of silicon carbide crystal semiconductors , polysilicon raw materials, double-click panels for hydrogen fuel cells and other products can greatly increase the added value of graphite new material products.
Zeng Xianhui, the person in charge of the project site, said: "The project is expected to complete the construction of the semiconductor processing workshop and the purification workshop by the end of May, meet the conditions for the installation of production equipment, and have the initial production capacity in June. After the completion of the project, it is estimated that the annual output value will exceed 14.16 100 million yuan and provide more than 100 jobs.”
Means that their digital tools support the design of 7nm process.
Given China's domination in polysilicon productionOn May 15th, according to "Jining News", all parts of Jining City, Shandong Province are making every effort to promote the construction of key projects at full speed. Among them, the graphite new material and deep processing project of Shandong Hengsheng New Material Co., Ltd. is also continuing to advance. After the project is completed and put into operation, it will realize the refinement and high-end development of graphite series products.
It is reported that the total investment of the project is 1.2 billion yuan . In 2023, it is planned to invest 600 million yuan and build a factory building of 54,000 square meters. After operation, the production of silicon carbide crystal semiconductors , polysilicon raw materials, double-click panels for hydrogen fuel cells and other products can greatly increase the added value of graphite new material products.
Zeng Xianhui, the person in charge of the project site, said: "The project is expected to complete the construction of the semiconductor processing workshop and the purification workshop by the end of May, meet the conditions for the installation of production equipment, and have the initial production capacity in June. After the completion of the project, it is estimated that the annual output value will exceed 14.16 100 million yuan and provide more than 100 jobs.”
estimated to reach 90% in the future, it's amazing they haven't been able to increase their market share in silicon wafers. I would imagine that changes over the next few years
question about this then. They made no mention of support for analog circuit wrt to 7nm. anyone knows what having full support of digital tools mean for analog tools?
It is obviously timed to when China has a solid domestic supply. YTMC's domestic equipment validation is almost certainly completed before the announcement.
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