Chinese semiconductor industry

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european_guy

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UPrecision is IPO again. 2021 revenue 300 million RMB, R&D spent 270 million RMB

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As of June 30, 2022, the number of R&D personnel of Huazhuo Jingke has increased from 92 in 2019 to 184, accounting for 30.21% of the total number of employees,

600 people of which 200 in R&D!!

Impressive for a company that revenues just 40M$, indeed all this is possible just because they have huge government support:

If the amount of government subsidy R&D investment calculated by the net amount method is considered, the total R&D investment of Huazhuo Jingke in each period of the reporting period was 141.8184 million yuan, 194.8617 million yuan, 273.528 million yuan and 127.2941 million yuan, respectively. 117.24%, 127.91%, 83.23% and 111.91%,
 

huemens

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Chinese Chipmaker Asks Suppliers to Buy Back Banned Gear​

“Machine suppliers should buy back the equipment and components we have purchased legally if we can’t use them,” Yangtze Memory chairman and acting Chief Executive Officer Chen Nanxiang said in a defiant speech at an industry event in Shanghai on Thursday.
 

tphuang

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Another breakthrough! Dianke Equipment has achieved full coverage of ion implantation equipment in the 28nm process​


View attachment 115216
It is reported that the ion implanter is the key equipment in chip manufacturing, and 28nm is the mature process with the widest coverage in the current chip application field. Dianke Equipment has continuously made breakthroughs in the core technologies of key modules such as optical path, control, and software, and has formed a product structure of a full range of ion implanters such as medium beam current, large beam current, high energy, and third-generation semiconductors, and achieved full coverage of the 28-nanometer process. Guarantee the production and manufacturing of China's "chip".

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btw, this news is really making the rounds. everyone is getting excited about full 28nm coverage domestically even though this is just about ion implanter.
But this + the cleaning equipments tells me that:
since these 2 are not top tier SMEs in China, the 28nm coverage (outside of lithography machines) have been achieved and in production. Likely at smic (been rumored for a while)

SMSC placed a big order from NAURA a month ago, so a de-americanized 14nm line is likely being tested right now
again, don't openly reveal you have 28nm coverage with clients unless you are already far along in testing with next gen (14nm)

there was a news recently that Dutch semiconductor export to China saw a huge jump in May
last minute delivery in May/June for smic on 2050i/2100i before sanction kicks in
extra 2 months should allow them to get all the deliveries they need for a while imo
It's not like you need 2050i for the entire process, just the most advanced steps

I also need to look this up again, very interesting in this new material
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ansy1968

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btw, this news is really making the rounds. everyone is getting excited about full 28nm coverage domestically even though this is just about ion implanter.
But this + the cleaning equipments tells me that:
since these 2 are not top tier SMEs in China, the 28nm coverage (outside of lithography machines) have been achieved and in production. Likely at smic (been rumored for a while)

SMSC placed a big order from NAURA a month ago, so a de-americanized 14nm line is likely being tested right now
again, don't openly reveal you have 28nm coverage with clients unless you are already far along in testing with next gen (14nm)

there was a news recently that Dutch semiconductor export to China saw a huge jump in May
last minute delivery in May/June for smic on 2050i/2100i before sanction kicks in
extra 2 months should allow them to get all the deliveries they need for a while imo
It's not like you need 2050i for the entire process, just the most advanced steps

I also need to look this up again, very interesting in this new material
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Sir IF the rumored mythical 22nm SSA900i is to be believed in 2024, then NXT 2050i will have a serious competitor. SO ASML will likely sell as much NXT 2000i and NXT 2050i as possible and established a maintenance facility in China to service those machine. ASML is strategizing , they know they have a 2 years window before it close in 2025 with the appearance of a Chinese EUVL.

And also the silent reaction from the Chinese are deafening, there is NO PANIC, that self assurance means that what we speculate about the SMEE SSA900i and EUVL maybe true.
 

tokenanalyst

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Process optimization of line patterns in extreme ultraviolet lithography using machine learning and a simulated annealing algorithm.​


Institute of Nuclear and New Energy Technology, Tsinghua University, Beijing 100084, China
Integrated Circuit Advanced Process Center, Institute of Microelectronics of Chinese Academy of Sciences, Beijing 100029, China
University of Chinese Academy of Sciences, Beijing 100049, China


Resolution, line edge/width roughness, and sensitivity (RLS) are critical indicators for evaluating the imaging performance of resists. As the technology node gradually shrinks, stricter indicator control is required for high-resolution imaging. However, current research can improve only part of the RLS indicators of resists for line patterns, and it is difficult to improve the overall imaging performance of resists in extreme ultraviolet lithography. Here, we report a lithographic process optimization system of line patterns, where RLS models are first established by adopting a machine learning method, and then these models are optimized using a simulated annealing algorithm. Finally, the process parameter combination with optimal imaging quality of line patterns can be obtained. This system can control resist RLS indicators, and it exhibits high optimization accuracy, which facilitates the reduction of process optimization time and cost and accelerates the development of the lithography process.

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