Chinese semiconductor industry

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tokenanalyst

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The industrialization of domestic ion implanters helps customers develop with high quality​

On June 6, 2023, the Yangtze River Delta Integrated Circuit Industry Cooperation Matchmaking Conference was held in Hefei, Anhui. As a leading supplier of domestic ion implanter industrialization, Shanghai Kaishitong Semiconductor Co., Ltd. (referred to as "Kaishitong") will discuss cooperation opportunities with partners participating in the matchmaking meeting. Zhang Changyong, deputy general manager of marketing and sales of Kaishitong, delivered a keynote speech on "Industrialization Development of Domestic Ion Implanters", showing the industrialization process and future development plan of Kaishitong's high-end series ion implanters.

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Keystone delivered a keynote speech "Industrialization Development of Domestic Ion Implanters"

Starting from 2022, Kaishitong has obtained ion implanter purchase orders from mainstream customers of a number of 12-inch integrated circuit manufacturing plants, and the cumulative equipment orders have exceeded 850 million yuan. Kaishitong maintains an overall leading position in the industrialization of domestic high-end ion implanters. At present, the low-energy and large-beam, low-energy and large-beam heavy metal ion implanters, low-energy and large-beam ultra-low temperature ion implanters and high-energy ion implanters developed by the company for the 28nm process node have all been successfully commercialized, and continue to lead domestically produced low-energy, large-beam and high-energy ion implanters. The industrialization process of machine series products. Relying on its scientific and technological "hard" strength widely recognized by the market, Kaishitong has made important contributions to promoting the localization of the field of integrated circuit equipment.
In the exchange session, some fab customers said: "The localization of equipment is the general trend, and we will give more support to Kaishitong to jointly promote the cooperation between the two parties."
At the same time, Keystone said that it will continue to do a good job in CIP work, continue to improve its industrialization capabilities, and use its own experience in the industrialization of high-end ion implanter series products to help chip manufacturers mass production and upgrade.

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Phead128

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Makes sense. ST doesn't want to loose market share to local competition in the world's largest market. Especially now that Tesla is cutting down its SiC usage.

I saw that Japan aims to triple its semiconductor sales
who is going to buy that? You just pissed off the world's largest user with your reckless sanctions

And the Koreans? They have already seen their semiconductor export drop to China by like what 40%?

If you don't commit to Chinese market, who is going to buy your product?

Can someone explain why a dinosaur company like IBM has 2nm technology? IBM will transfer 2nm tech to Rapidus to revive Japan semiconductor to compete with TSMC/Samsung by 2027.

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latenlazy

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Can someone explain why a dinosaur company like IBM has 2nm technology? IBM will transfer 2nm tech to Rapidus to revive Japan semiconductor to compete with TSMC/Samsung by 2027.

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Well. There is chip design. Chip fabrication. And then there is transistor design. Most fabs also do their own transistor design as part of their fabrication solutions package to chip designers. IBM kept R&D IP for their own transistor designs, and now they're partnering with Rapidus to try to figure out how to build a production process to manufacture it.
 

gelgoog

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IBM, AMD, and Samsung used to have a cooperative agreement on developing semiconductor process technology. This was to enable these companies to share development costs reducing how much capital each one had to fork out for development. Then AMD sold out their fabs to Globalfoundries. IBM also sold its remaining fabs to Globalfoundries. Then Globalfoundries basically stopped advanced process development to cut costs due to lack of enough advanced process demand from customers. So IBM basically sued Globalfoundries and switched processor manufacture to Samsung's fab. But IBM still retained its process development team. And they did develop a process using GAA transistors.
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FriedButter

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More importantly, what the f*ck is Rapidus?

A company that popped up in August 2022 which is funded by the government and 8 Japanese companies including the largest Japanese bank owned by Mitsubishi, SoftBank, Toyota, Sony, Automotive, Telecom, IT, and an NAND Memory KIoxia. Looks like a big attempt by the Japanese to make their own chips + Biden Admin is involved in the Rapidus push to.
 

FairAndUnbiased

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Can someone explain why a dinosaur company like IBM has 2nm technology? IBM will transfer 2nm tech to Rapidus to revive Japan semiconductor to compete with TSMC/Samsung by 2027.

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IBM has a chip R&D division where they create transistor design IP. But that's just the structure of the transistor. As for how to make it? IBM can probably make it at lab scale with like 50 PhDs working on 1 wafer over a few months.

When its in the fab, you have mostly trade school grads making 50k wafers per month. So its up to the fabs to figure it out. For a price, IBM can help using the fab's tools. Samsung uses the IBM license.
 

antiterror13

Brigadier
Makes sense. ST doesn't want to loose market share to local competition in the world's largest market. Especially now that Tesla is cutting down its SiC usage.

I saw that Japan aims to triple its semiconductor sales
who is going to buy that? You just pissed off the world's largest user with your reckless sanctions

And the Koreans? They have already seen their semiconductor export drop to China by like what 40%?

If you don't commit to Chinese market, who is going to buy your product?

Perhaps the US? ;)

I can see that everybody want to have their own full IC industry on their own country .. thanks to the big bully reckless sanctions

So, I can see the chip price will be more expensive and I don't see the future of TSMC as there is no market in Taiwan
 
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