Chinese semiconductor industry

WTAN said:

Looks like SMIC is benchmarking the SMEE 28NM DUVL against the NXT2000i DUVL.
This means the SMEE 28NM DUVL has generally better performance than the NXT1980i.
The SMEE 28NM DUVL has from the start been developed as an analogue to the NXT1980i DUVL which was the most advanced ASML DUVL available back then in China.
It would make sense that during the DUVL R&D process by SMEE, certain improvements were made which resulted in the SMEE product exceeding the performance of the 1980i.

Click to expand...

WTAN said:

Looks like SMIC is benchmarking the SMEE 28NM DUVL against the NXT2000i DUVL.
This means the SMEE 28NM DUVL has generally better performance than the NXT1980i.
The SMEE 28NM DUVL has from the start been developed as an analogue to the NXT1980i DUVL which was the most advanced ASML DUVL available back then in China.
It would make sense that during the DUVL R&D process by SMEE, certain improvements were made which resulted in the SMEE product exceeding the performance of the 1980i.

Click to expand...

tokenanalyst said:

If the Dutch are going to avoid selling ASML best scanners is definitely good idea for SMIC to push China homegrown litho tools forward.
The Choice for Maglev stage is pretty similar to ASML latest scanners and there has been impressive advances in overlay metrology, optics, nanopositioning and optics in the latest 3 years. Some of these are going to be really handy for China EUV lithography project.

Click to expand...

tokenanalyst said:

If the Dutch are going to avoid selling ASML best scanners is definitely good idea for SMIC to push China homegrown litho tools forward.
The Choice for Maglev stage is pretty similar to ASML latest scanners and there has been impressive advances in overlay metrology, optics, nanopositioning and optics in the latest 3 years. Some of these are going to be really handy for China EUV lithography project.

Click to expand...

ansy1968 said:

So the Dutch will continue to sell or accused the Chinese of stealing their IP....lol

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paiemon said:

You can implement your licensing system such that licenses will only be granted to entities for which there exist an established business history for gallium exports (i.e., there were business transactions conducted for the export of gallium to them). Since that wouldn't apply to shell companies unless somebody hacked the databases and added entries for them, only existing customers could be granted licenses in theory. And then you can add that any diversion beyond the buyer to an end-user who is subject to a ban (i.e., Raytheon) would result in revocation of the license.

Now of course there will always be leakage, as @FairAndUnbiased due to the limited customer pool and volumes the costs will be higher. This makes transactions easier to monitor and control whereas for general purposes chips alot of business goes through wholesalers and distributors in huge volumes so siphoning through degrees of separation from the end user is more straightforward.

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Maikeru said:

And now the sanctions on Lockheed and Raytheon make sense. I did wonder at the time that those seemed a bit pointless as those companies didn't sell to PRC anyway.

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tokenanalyst said:

I think some of the sub-systems are being made to be compatible.

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China’s second largest foundry Hua Hong Semiconductor Co. Ltd. has said it plans to raise 21.2 billion yuan (about US$2.95 billion) through a secondary IPO in Shanghai.​

The second phase of China’s “Big Fund” – China Integrated Circuit Industry Investment Fund – has included China’s chip companies considered more successful; such as ChangXin Memory Technologies Inc. (CXMT), YMTC and SMIC. The fund has recently invested yet more capital into YMTC

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Hua Hong, wants additional money to spend on its Wuxi 300mm wafer fab. It wants to increase specialty-node production in Wuxi to 83,000 wafers per month, focusing on automotive-grade chips, according to reports. Wuxi currently produces 65,000 wafers per month on 90nm and 65/55nm nodes.

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Expansion of the Wuxi 300mm fab began in June and is due to complete by 4Q24 reports said. Hua Hong operates three 200mm wafer fabs in addition to its 300mm fab in Wuxi.

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WTAN said:

Looks like SMIC is benchmarking the SMEE 28NM DUVL against the NXT2000i DUVL.
This means the SMEE 28NM DUVL has generally better performance than the NXT1980i.
The SMEE 28NM DUVL has from the start been developed as an analogue to the NXT1980i DUVL which was the most advanced ASML DUVL available back then in China.
It would make sense that during the DUVL R&D process by SMEE, certain improvements were made which resulted in the SMEE product exceeding the performance of the 1980i.

Click to expand...