Chinese semiconductor industry

What is Moore Thread's goal? Well, it wants to be around for at least 10 years. That will give it a decent foothold in the industry.

It wants to be part of cloud computation.

Most of company's resource (70%) are devoted to software in order to improve support for different applications

S70 is to target the large gaming GPU market for many college students

Will support DirectX 11 later this month so more games can be supported

Basically, give them some time to improv

S2000 already supports 40+ customers for cloud desktop

S3000 with new upgrade can support 28 VMs with single card and see 40% improvement. So this allow what they call cloud desktop. MT is still more devoted to the supporting desktop market rather than competing against high end computation/AI data center

It has MCCX VDI platform - again for cloud desktop. i'm sure others are also using VDI for work. Makes a lot of sense to improve performance of VDI by combining GPU with CPUs

It's also looking to get into metaverse and AI, but imo their product is not that suited for it

Shenzhen Futian issued a new policy to support the development of semiconductor and integrated circuit industry clusters​

Recently, Futian District Science and Technology Innovation Bureau issued "Several Measures to Support the Development of Semiconductor and Integrated Circuit, Biomedicine, and Software and Information Technology Service Industry Clusters in Futian District, Shenzhen" (hereinafter referred to as "Several Measures") to promote strategic The cluster development of innovative emerging industries will form an innovation-led industrial ecological system, strengthen the supporting role of strategic emerging industries in the modern industrial system of Futian District, and create a group of strategic emerging industrial clusters with their own characteristics, complementary advantages, and reasonable structure.

Aiming at the semiconductor and integrated circuit industry clusters, the "Several Measures" will focus on industrial space, core technology research, design tool research and development, enterprise growth, EDA software, IP tools, test verification, enterprise tape-out, chip promotion and application, first edition of design tools, etc. support measures.

300 million yuan special fund support, Wuxi integrated circuit policy 3.0 released​

Wuxi held a special policy press conference for integrated circuits, and released "Several Policies on Accelerating the Construction of Integrated Circuit Landmark Industry with International Influence".

Wuxi Daily pointed out that the new industry policy released this time is the third iteration based on the first special policy for the integrated circuit industry released in Wuxi in 2016. It can be called version 3.0 of the special policy. Four aspects of subsidies have been optimized and upgraded.

In terms of subsidies, the New Deal has increased the total amount of funds, increased the proportion of subsidies, raised the upper limit of the amount, and tripled the original special funds to 300 million yuan .

The new policy includes five items including supporting the development of the headquarters economy, introducing high-quality design companies, cultivating integrated circuit "chain master" companies, cultivating "specialized, special and new" companies, and encouraging companies to go public. For integrated circuit companies that have been identified as headquarters, a reward of up to 60 million yuan can be given; for high-quality design companies that have been attracted, a one-time support of up to 5 million yuan will be given; support will be given to individual champions in the manufacturing industry and specialized and special new enterprises; cultivation More listed integrated circuit companies, and strengthen the "Wuxi plate" of listed integrated circuit companies.

Starting from design, manufacturing, packaging and testing, equipment and materials, it covers six aspects including industrial scale, innovation and development, major projects, talent introduction, industrial collaboration, and industrial environment, forming an all-round and multi-angle policy system .

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The 2 billion yuan Jisheng Micro-SiC project settled in Wuhan and is expected to be put into production in July​

It is reported that Jisheng Micro Semiconductor’s silicon carbide project has an investment of 2 billion yuan, mainly engaged in the research and development and production of semiconductor silicon carbide materials. It has completed company registration, project filing and other procedures, and is in the process of bidding for plant decoration. It is expected to be put into production in July.

According to Tianyan Check, Jishengwei (Wuhan) New Material Technology Co., Ltd. was established in March 2023 with a registered capital of 80 million yuan. Its business scope includes new material technology research and development, semiconductor device special equipment manufacturing, electronic special material manufacturing, electronic special Material research and development, sales of special electronic materials, sales of special ceramic products, manufacturing of special ceramic products.

tokenanalyst said:

Depends if the ligth source come for Cymer or Gigaphoton, if comes from Cymer yes they need an export license from the US but if is fitted with Gigaphoton DUV lasers then is up to the Japanese and Dutch goverment. Most of the ASML computational lithography used in China is made in China in Shenzhen and also their metrology tools in Beijing. The ideal situation would be if ASML could validate RSLaser as a supplier but RSLaser manufacturing capabilities as now can barely supply SMEE and would be tedious process to get validated by ASML.

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We are way past this point. Now that the US has "convinced" the Dutch and Japanese not to sell even advanced DUV machines to China. When previously they did. This is no longer about negating China technologies it had not imported yet, but denying even things which were previously fine to import.

Nikon's machines use no US components that I know of. They use Japanese light sources. Yet the US convinced the Japanese government to ban Nikon from selling their lithography machines to China. Similar deal happened with Japanese TEL.

The Chinese government needs to ensure a swift expansion of its tools and materials industry and smooth out any issues with funding they might have. They also need more competition in the lithography space to SMEE since they clearly are not up to the task. The Chinese government needs to talk with the tools and materials industry, and directly support those with the ability to scale up.

gelgoog said:

We are way past this point. Now that the US has "convinced" the Dutch and Japanese not to sell even advanced DUV machines to China. When previously they did. This is no longer about negating China technologies it had not imported yet, but denying even things which were previously fine to import.

The Chinese government needs to ensure a swift expansion of the tools and materials industry and smooth out any issues with funding they might have. They also need more competition in the lithography space to SMEE since they clearly are not up to the task.

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Is not that the Dutch and Japanese are going to stop selling DUVi machines but more that is going to be reviewed by a bureaucrat before being exported, fact it could backfire to the US because now the Netherlands and Japan if sales are poor have the excuse to tell the US that they are doing their due diligence with their own export controls before allowing sales to go through.

But will definitely add a few layers of complexity, slowness and FUD that will force Chinese hands to develop more on their own.

tokenanalyst said:

Is not that the Dutch and Japanese are going to stop selling DUVi machines but more that is going to be reviewed by a bureaucrat before being exported, fact it could backfire to the US because now the Netherlands and Japan if sales are poor have the excuse to tell the US that they are doing their due diligence with their own export controls before allowing sales to go through.

But will definitely add a few layers of complexity, slowness and FUD that will force Chinese hands to develop more on their own.

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What China really needs to do is have some balls. Put in a law for Japan so that as soon as 1 case get rejected, that SME maker loses access to the entire market.

At some point, Chinese gov't needs to show it cannot get bullied. ASML is a different story since it still has quite the advantage over Chinese products. There is nothing that special about Japanese SMEs.

tphuang said:

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What is Moore Thread's goal? Well, it wants to be around for at least 10 years. That will give it a decent foothold in the industry.

It wants to be part of cloud computation.

Most of company's resource (70%) are devoted to software in order to improve support for different applications

S70 is to target the large gaming GPU market for many college students

Will support DirectX 11 later this month so more games can be supported

Basically, give them some time to improv

S2000 already supports 40+ customers for cloud desktop

S3000 with new upgrade can support 28 VMs with single card and see 40% improvement. So this allow what they call cloud desktop. MT is still more devoted to the supporting desktop market rather than competing against high end computation/AI data center

It has MCCX VDI platform - again for cloud desktop. i'm sure others are also using VDI for work. Makes a lot of sense to improve performance of VDI by combining GPU with CPUs

It's also looking to get into metaverse and AI, but imo their product is not that suited for it

Click to expand...

I am genuinely curious about what are the difficulties with directly moving to DirectX 12 instead of 11?

tphuang said:

What China really needs to do is have some balls. Put in a law for Japan so that as soon as 1 case get rejected, that SME maker loses access to the entire market.

At some point, Chinese gov't needs to show it cannot get bullied. ASML is a different story since it still has quite the advantage over Chinese products. There is nothing that special about Japanese SMEs.

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I do agree, China needs a "sell your best or nothing" policy but also need to push Chinese domestic companies get big enough to ensure the supply for the domestic semiconductor industry. If Japanese or even Europeans companies wants to enter the market they can't do it selectively at their convenience, they have to offer everything.

Most of these semiconductor restrictions are made using assumptions like "China doesn't have this or that", "It will take China X amount of years to archive something", " Y "Chinese company" market share is this amount while Z "Western company" is this amount" and so on. What these think tankers are saying to each other is that "we can hurt their economy and get away with it", there is never a "military" component to these semiconductor restrictions, is always economics. Even for Chinese trade liberals and industrialists the solution is clear: The more there is domestically the more China will able to get. Have a lot, get a lot. Have nothing, get nothing. Even a commercially viable prototype EUV machine will put pressure to ASML to increase their lobbing for their EUV scanners.

mst said:

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China may be cut off from advanced semiconductor tech but analysts are optimistic that China will still find a way to build its own.
“I don’t underestimate China’s ability and resolve to find a way to build next generation technologies and to also utilize some lagging technologies to still build really important products,” Daniel Newman, CEO and principal analyst at research firm Futurum Group, told CNBC.
Nvidia founder and CEO Jensen Huang said last week that the resources China is dedicating into its chip industry is “quite massive, so you can’t underestimate them.”

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the most important thing will be driving the certain country out of the global semiconductor market entirely the way that they were driven out of photovoltaics and are being driven out of EVs.

Optical Design and Simulation of Homogenization Unit of Lithography Machine Illumination System​

1 Laboratory of Information Optics and Optoelectronics Technology, Shanghai Institute of Optics and Fine Mechanics, Chinese Academy of Sciences, Shanghai 201800
2 University of Chinese Academy of Sciences, Beijing 100049