Chinese semiconductor industry

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european_guy

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seems like they have a lot of tools for 14nm, 128+ Layers & 17/19nm DRAM that are in the process of getting validated. Maybe we will get some good news about what they can do with de-americanized line over the next few months.

Just looking t this, I get the sense that 19nm production line with ASML scanners may be possible later this year. That would remove CXMT's vulnerability to being put on entity list.

Banning of Micron maybe is also an indirect hint that CXMT and YMTC are confident enough regarding self-sufficiency, at least from US stuff. I'd be surprised if Chinese officials have moved with Micorn without first verify with YMTC and CXMT, considering that Chinese memory firms will be very possibly the first target of US retaliation.
 

gelgoog

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Like I said before, if the US wants Samsung and SK Hynix not to sell memory to China to compensate for any losses by Micron, they should think again. AFAIK the whole SK Hynix memory production is located in China. Even in the case of Samsung a significant portion of their memory is made in China. In the worst case China can just confiscate their fabs, claiming they are an illegal cartel with Micron, and give them to YMTC or CXMT to operate them.
 

tphuang

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Moore Thread coming out with new gaming GPU S70 with 11.2 TFLOPS FP32, 392 GB/s bandwidth & 3584 cores

MT also releasing driver based on DirectX 11, unlocking more games

New MUSIFY tool to migrate CUDA program to MUSA (MT's language)

MT PyTorch tool supporting different large models

MT entrance into AI/Cloud computing - MUSA Toolkits 1.0, MUSFIY, MY PyTorch, GPU cluster
 

tokenanalyst

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SMIC: Plans to invest 4.2 billion yuan in the construction of the SMIC Shaoxing Phase III 12-inch wafer manufacturing pilot line project​


According to news from Jiwei.com, on the evening of May 31, Shaoxing SMIC Manufacturing Co., Ltd. (hereinafter referred to as "SMIC") issued an announcement that the company's subsidiary SMIC Pioneer Integrated Circuit Manufacturing (Shaoxing) Co., Ltd. (hereinafter referred to as "SMIC") "SMIC Pioneer") and the Management Committee of Shaoxing Binhai New Area signed the "Settling Agreement", and planned to implement the mass production project on the basis of the third phase of the 12-inch pilot project. The SMIC Shaoxing Phase III 12-inch digital-analog hybrid integrated circuit chip manufacturing project with a production capacity of one piece per month.

On the same day, SMIC issued the "Announcement on Signing an Investment Agreement and External Investment". Signed the "SMIC Pioneer Integrated Circuit Manufacturing (Shaoxing) Co., Ltd. Investment Agreement" to invest in the construction of SMIC Shaoxing Phase III 12-inch specialty process wafer manufacturing pilot line project in Shaoxing Binhai New Area, mainly producing IGBT, SJ and other power chips, HVIC (BCD) and other power drive chips, SMIC Pioneer is the main body of the project.

The total investment of SMIC Shaoxing Phase III 12-inch specialty process wafer manufacturing pilot line project is 4.2 billion yuan, of which the registered capital is 3 billion yuan, which is used to build a research and development and monthly production of 10,000 pieces of 12-inch integrated circuit specialty process A pilot test line for small-scale engineering, domestic verification and production verification. The project plans to complete the construction of the pilot line in 2023, and form a technical reserve for the 12-inch power semiconductor device wafer process as soon as possible, and undertake technology transfer and small-scale trial production from 8 inches to 12 inches.

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tphuang

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SMIC: Plans to invest 4.2 billion yuan in the construction of the SMIC Shaoxing Phase III 12-inch wafer manufacturing pilot line project​


According to news from Jiwei.com, on the evening of May 31, Shaoxing SMIC Manufacturing Co., Ltd. (hereinafter referred to as "SMIC") issued an announcement that the company's subsidiary SMIC Pioneer Integrated Circuit Manufacturing (Shaoxing) Co., Ltd. (hereinafter referred to as "SMIC") "SMIC Pioneer") and the Management Committee of Shaoxing Binhai New Area signed the "Settling Agreement", and planned to implement the mass production project on the basis of the third phase of the 12-inch pilot project. The SMIC Shaoxing Phase III 12-inch digital-analog hybrid integrated circuit chip manufacturing project with a production capacity of one piece per month.

On the same day, SMIC issued the "Announcement on Signing an Investment Agreement and External Investment". Signed the "SMIC Pioneer Integrated Circuit Manufacturing (Shaoxing) Co., Ltd. Investment Agreement" to invest in the construction of SMIC Shaoxing Phase III 12-inch specialty process wafer manufacturing pilot line project in Shaoxing Binhai New Area, mainly producing IGBT, SJ and other power chips, HVIC (BCD) and other power drive chips, SMIC Pioneer is the main body of the project.

The total investment of SMIC Shaoxing Phase III 12-inch specialty process wafer manufacturing pilot line project is 4.2 billion yuan, of which the registered capital is 3 billion yuan, which is used to build a research and development and monthly production of 10,000 pieces of 12-inch integrated circuit specialty process A pilot test line for small-scale engineering, domestic verification and production verification. The project plans to complete the construction of the pilot line in 2023, and form a technical reserve for the 12-inch power semiconductor device wafer process as soon as possible, and undertake technology transfer and small-scale trial production from 8 inches to 12 inches.

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this looks to be SMECS

计划三期12英寸中试项目的基础上,实施量产项目,预计在未来两到三年内合计形成投资222亿元、10万片/月产能规模的中芯绍兴三期12英寸数模混合集成电路芯片制造项目。
looks like eventually expect 22.2B RMB of investment for 100k wpm of 12-inch wafers. That's actually a pretty large fab
 
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