Chinese semiconductor industry

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tokenanalyst

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The development of equipment has been localized, and Hunan has made breakthroughs in semiconductor technology research.​


According to the Hunan Daily, among the top ten technical research projects in Hunan Province in 2021, the two projects of "Key Technology Research for the Localization of Third-Generation Semiconductor Core Equipment" and "8-inch Integrated Circuit Complete Equipment" have successfully passed the comprehensive inspection.

According to the report, the "Key Technology Research of the Localization of Third-Generation Semiconductor Core Equipment" project was undertaken by the 48th Research Institute of China Electronics Technology Group Corporation. The project has broken through key technologies such as 6-inch SiC (silicon carbide) epitaxial growth equipment and high-temperature high-energy ion implantation machine process performance, production capacity, stability, and reliability improvement.

The project has realized the localization and engineering of 6-inch SiC epitaxial growth equipment and SiC high-temperature high-energy ion implantation machine. The equipment meets the requirements of large-scale mass production process and has the ability of industrial application. It is reported that the research and development equipment has been successfully launched and applied to domestic third-generation semiconductor head users.

The "8-inch integrated circuit complete set of equipment" project is jointly undertaken by the 48th Research Institute of China Electronics Technology Group Corporation and Hunan Chuwei Semiconductor Technology Co., Ltd. Through the collaborative innovation of domestic equipment, technology and products, the project has made breakthroughs in key technological breakthroughs such as vertical furnace tubes and silicon epitaxy equipment, completed process verification, and realized industrialized production.

At present, the project has completed the online verification of 43 sets (sets) of domestic core process equipment, and the localization rate of the entire line of process equipment has reached 95%. The current production line has reached a production capacity of 20,000 pieces per month, and the chip yield rate has reached 98%.

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paiemon

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you can buy AMAT parts on Ebay including things like 300 mm vacuum grade wafer chucks.

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if you don't like Ebay parts, you can hire these guys to refurbish your AMAT tools and even upgrade them i.e. from 90's computers to actually working with modern ones and trashed chambers with cleaned ones.

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if there is a service that makes money, Chinese people are in it.

if they don't want to buy back that's fine, the courts can just void their IP and grant anyone the capability to 3rd party service them.
Interesting, I would not have expected to see OEM parts for industrial systems on ebay (I know there are wholesalers and distributors who specialize in this) but I guess its gotten to the commodity level.

Tbh, I don't think its that complicated to separate the servicing piece from the OEM if a solid ground presence exists given time to plan for eating the cost associated with losing service revenue. For example, ASML can "encourage" some local employees to resign and start a new venture called Spinco. Spinco's intent is function as a local ASML service partner. ASML delivers materials, etc to equip Spinco to do its job. Spinco is stockpiled and ready to go, if restrictions come into place preventing ASML from conducting direct servicing, ASML severs ties with Spinco which is now an arm's length third party servicer. The reason why the US companies went cold turkey on servicing was because the restrictions went into effect immediately with no notice and putting in workarounds after that implementation date gets tricky from a legal perspective that but in this case ASML has seen the possibility choreographed for months and notice provided in advance, so if they don't put workarounds in place they deserve what they get. I doubt they are that stupid, but we will see.

Servicing rarely gets unbundled because it is lucrative and in some cases, service contracts can generate almost as much revenue as the upfront equipment itself over the lifetime of use. In this case however, the ability to continue servicing in some capacity will be key to determining the market future.
 

ansy1968

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SMEE will deliver the commercial 28nm lithography machine... by the end of this year... after a year of tweaking some components
the fact that SMIC and Huawei have been testing the N+1 process since May
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Sir welcome back, I'm happy to hear from you again, 10w so equal to 100kw, that's a major boost from the original 60kw. Kudos to RS laser and Huawei, it worth the wait. I think right of the bat this machine is well between NXT 2000i and NXT 2050i in performance, Can't wait for the mythical SSA900, this beast will definitely give NXT 2100i a run for her money. ;)

My understanding of source power per machine

NXT 1980i = 60kw

SSA 800 prototype = 60kw

NXT 2000i = 60kw (improvement mostly came from optics overlay 2mm MMO)

NXT 2050i =90kw

NXT 2100i =90KW TO 100KW?
 
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tokenanalyst

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Moore Thread joins hands with the International College of the Central Academy of Fine Arts to accelerate the commercialization of digital art creation.​


Recently, Moore Thread and the AI creation tool Artboost, the research result of the AI Creative Matrix Laboratory of the International College of the Central Academy of Fine Arts, have completed the adaptation and deployment. In 4 hours, the Stable Diffusion WebUI adaptation work is completed. At present, the International School of the Central Academy of Fine Arts is actively deploying AIGC applications based on this set of solutions. The three parties will jointly promote the innovation and integration of artificial intelligence and digital creation, and make positive contributions to the development of China's digital cultural and creative industries.

Artboost is a creative tool for rapid generation of art design content based on generative AI technology, which can provide an efficient solution for the rapid generation of art design content. Based on Stable Diffusion's self-tuned model and rich image generation task library, it helps designers and artists in various industries realize rapid creativity and production of art content, improve production efficiency and reduce costs. In addition, Artboost also provides powerful task preset functions and PS plug-ins to further improve the accuracy and controllability of AI image generation.

The launch of Stable Diffusion WebUI provides important support for the application and popularization of AIGC technology. This code-free, visual integrated operating environment greatly simplifies the operation and use of Stable Diffusion, making it easy for users without deep learning experience to get started. By providing one-click installation scripts and a friendly web operation interface, Stable Diffusion WebUI has become the most ecologically rich open source solution among AIGC text generation images, laying a solid foundation for the rapid implementation of content generation technology.

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ansy1968

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Sir welcome back, I'm happy to hear from you again, 10w so equal to 100kw, that's a major boost from the original 60kw. Kudos to RS laser and Huawei, it worth the wait. I think right of the bat this machine is well between NXT 2000i and NXT 2050i in performance, Can't wait for the mythical SSA900, this beast will definitely give NXT 2100i a run for her money. ;)

My understanding of source power per machine

NXT 1980i = 60kw

SSA 800 prototype = 60kw

NXT 2000i = 60kw (improvement mostly came from optics overlay 2mm MMO)

NXT 2050i =90kw

NXT 2100i =90KW TO 100KW?
From @hvpc my mentor Thank you Sir for the info highly appreciated and educational welcome back!!!!!

Bro, your understanding is off by 3 orders of magnitudes.

All those ASML models all use 60-90W lasers. 60W is the default setting. We could purchase upgrades to enable 90W capability if we have inefficient process flow that require high dose applications.
 

tphuang

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From @hvpc my mentor Thank you Sir for the info highly appreciated and educational welcome back!!!!!

Bro, your understanding is off by 3 orders of magnitudes.

All those ASML models all use 60-90W lasers. 60W is the default setting. We could purchase upgrades to enable 90W capability if we have inefficient process flow that require high dose applications.
ansy, I think we should calm down a little bit.

While news have been good, let's not expect too much.



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looks like 京东京造 JD's brand? came out with new 2TB SSD to be made by YMTC. Looks like really good read/write speed. so maybe on 232 layer process?
 

pevade

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ansy, I think we should calm down a little bit.

While news have been good, let's not expect too much.



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looks like 京东京造 JD's brand? came out with new 2TB SSD to be made by YMTC. Looks like really good read/write speed. so maybe on 232 layer process?
There's also an incredible gaming laptop made in collab with JD brand.
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All metal chassis, 2 ssd slots (1 empty) 16G RAM 165Hz 2.5K screen, Ryzen 7735H+RX7600M
Also an 80Wh battery

All for 6499 Yuan

Man I want one so bad :p
 
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