Chinese semiconductor industry

Jiangsu TankeBlue started work on phase 2 expansion. Build to complete construction in June of 2024 and production to start in August. Required installation of 647 machines and will allow them to increase SiC substrate production by 160k a year. That should help them supply more to Infineon and others

Hahaha, good for them:

Chinese auto market power module installations for first half. Look at that. most chinese players increased market share Except for StarPower, which should do better once its Chongqing plant is complete.

UAES is basically Bosch JV in China. Looks like even among foreign players, ST & Bosch did well. so this isn't a case where all foreign players suffered.

Chinese EDA company X-EPIC earns a spot among EE Times' top 100 semiconductor startups worth watching in 2023​

hinese EDA company X-EPIC (芯华章) has made it onto the latest edition of the Silicon 100: Startups Worth Watching in 2023 list released by US media outlet EE Times, for its outstanding innovation breakthroughs and contributions to the industry ecosystem. It is the only EDA company from China on the list.

A total of 21 semiconductor companies from China entered the Silicon 100 list, including YTMC, T-Head, Biren Technology, Horizon Robotics, and SemiDrive.

Founded in 2020, X-EPIC is a leading Chinese EDA company focusing on digital verification based in Nanjing, eastern China's Jiangsu Province. The company has over 500 global EDA professionals and talents. It has applied for 156 independent intellectual property rights.

2nm nodes will be 10X more costly than legacy nodes currently produced in Japan claims Rapidus using IBM technology.

My question is between Arizona TSMC and Samsung fabs and all these extra capacity, there will be a lot of supply, but demand will falter as US/West is limiting exports to China. So these investments will end up as big white elephants?

Phead128 said:

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2nm nodes will be 10X more costly than legacy nodes currently produced in Japan claims Rapidus using IBM technology.

My question is between Arizona TSMC and Samsung fabs and all these extra capacity, there will be a lot of supply, but demand will falter as US/West is limiting exports to China. So these investments will end up as big white elephants?

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Here's the problem: 10x higher price doesn't mean 10x higher capability. With proper cooling, interconnects and 3D packaging whose to say that stacked dies can't be equally effective for equal PCB area? It just has to be 1/8 the price or less (to account for packaging costs).

FairAndUnbiased said:

I've been talking about UV LED lithography for a while. The vast cost and energy savings from LED lithography is enough to absolutely cabbagize display and chiplet markets.

Mercury lamps used in current i-line lithography go bad after 1-2 months, are like 5% energy efficient and create hazardous mercury waste.

365 nm UV LEDs are 50% energy efficient and last 50k hours of use (staying on for 6 years continuously). They create regular e waste which is dangerous but not as bad as mercury.

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The place I work at could really use these for our products!

tinrobert said:

Totally unsubstantiated. The article was based on a report provided to EE Times by Brett Simpson, senior analyst at Arete Research, who said”

“We think TSMC will move to normal wafer-based pricing on N3 with Apple during the first half of 2024, at around $16-17K average selling prices. At present, we believe N3 yields at TSMC for A17 and M3 processors are at around 55 % [a healthy level at this stage in N3 development], and TSMC looks on schedule to boost yields by around 5+ points each quarter.”

I bolded the words "think" and "believe". Nothing mentioned in TSMC's 20-F or earnings call on this.

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On an aside, if TSMC's 3 nm yield is 50-60% in 2024, after having already been delayed a year, I don't see how they or anyone is going to be able to maintain even a 3 year cadence for future node shrinks, or get any meaningful industrial adoption for more than the most expensive or high value applications.

A800 might still be a competitive chip in both 2023 and 2024 but probably would be obsoleted by 2025. The question is what are these Chinese giants are going to do by then. Are they even actively seeking and improving domestic alternatives to replace Nvidia chips.

Phead128 said:

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2nm nodes will be 10X more costly than legacy nodes currently produced in Japan claims Rapidus using IBM technology.

My question is between Arizona TSMC and Samsung fabs and all these extra capacity, there will be a lot of supply, but demand will falter as US/West is limiting exports to China. So these investments will end up as big white elephants?

Click to expand...

Whoever figures how out to reduce the cost will win this industrial race. It’s not who has an early lead but who can sustain the pace.