Chinese semiconductor industry

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Hendrik_2000

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There is nothing wrong with celebrating a truly historic milestone. With the release of Huawei Mate 60 pro, Huawei effectively broke the stranglehold of the west on Chip technology ban. Huawei 1 Hegemon 0. The Sanction only energized the whole China. They really underestimate the resourcefulness. grit and determination of the nation. It take Huaweo only 3 years to get back into the game truly an amazing feat.Yes pop up the champagne

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Here is the Gt editorial
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China State Media Declares Huawei Phone a Victory in US Tech War​

Bloomberg News
Thu, August 31, 2023 at 12:14 AM CDT·3 min read
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(Bloomberg) -- Chinese state media jumped aboard a groundswell of national pride surrounding Huawei Technologies Co.’s latest smartphone, portraying the gadget as a technological marvel that delivered a much-needed victory over US sanctions.
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The Beijing-mouthpiece Global Times framed the device — which debuted without warning on online malls just as US Commerce Secretary Gina Raimondo shuttled between Beijing and Shanghai — as a repudiation of US efforts to contain China, and a triumphant return for Huawei’s self-designed Kirin chips. The outlet, backed by China’s Communist Party, led a chorus of vociferous columns from state-affiliated outlets crowing over Huawei’s revival after having been denied access to critical American technology for years.

Speculation swirled online that the device achieved 5G capabilities, which would make it the first such handset since the Shenzhen-based electronics firm lost access to advanced chipmaking technologies in 2020. The firm has so far kept quiet about the provenance and capabilities of the chip inside its new Mate 60 Pro, and Bloomberg News wasn’t able to verify the authenticity of those reports.
Huawei is one of the world’s biggest telecommunications providers and briefly stood alone as the globe’s biggest smartphone maker. It’s been the focus of American trade curbs due to fears about its links to the Chinese government, which has treated it like a national champion.

“The resurgence of Huawei smartphones after three years of forced silence is enough to prove that the US’ extreme suppression has failed,” the editorial said. “This also serves as a microcosm of the US-China tech war, reflecting the entire process and foreshadowing the final outcome.”

Huawei has in recent years become a rallying cry for Chinese nationalists who protest a growing tide of American sanctions against their country, and a symbol of the country’s global clout. Chinese chip-related and Huawei-supplier stocks surged on the Mate 60 Pro news, though some gave up their gains on Thursday. The timing of Huawei’s handset release was seen by many in China as deliberately chosen to coincide with the visit by Raimondo, whose department is central to implementing US sanctions.
On Weibo, an account affiliated with a state TV station posted a photo of Raimondo with a watermark saying it was shot with Huawei’s Mate 60 Pro. The topic was taken up by Chinese netizens and got more than 200 million views. Patriotic fervor erupted in the comments, accusing US officials of fabricating reasons for blacklisting Chinese firms.
 
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tokenanalyst

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Will people please stop with this HW fabbing SoC nonsense. This is fab'd at SMIC.

btw, also 2035 claim doesn't make sense to me. SMIC hasn't started its 7nm production back in 2020 yet. It's 14nm process was also not mature. It makes far more sense to me that most of these chips were fabbed last year to start of this year.

if they have 2050i, why would they not use it for their 7nm process? Where do people get these 1980Di claims from? Sure, 1980Di may be part of the process, but it's not going to be used for the most critical layer.
I agree with you that is obvious that only SMIC have the experience and capability to made a chip of this category but given the quality control freaks that the people in Huawei are is not surprising that they are getting into chip manufacturing as soon as possible.
 

ansy1968

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I agree with you that is obvious that only SMIC have the experience and capability to made a chip of this category but given the quality control freaks that the people in Huawei are is not surprising that they are getting into chip manufacturing as soon as possible.
Prof, a question we heard a lot about the MOU sign between ICRD and Huawei, is this the result of their agreement?
 

Alb

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Will people please stop with this HW fabbing SoC nonsense. This is fab'd at SMIC.

btw, also 2035 claim doesn't make sense to me. SMIC hasn't started its 7nm production back in 2020 yet. It's 14nm process was also not mature. It makes far more sense to me that most of these chips were fabbed last year to start of this year.

if they have 2050i, why would they not use it for their 7nm process? Where do people get these 1980Di claims from? Sure, 1980Di may be part of the process, but it's not going to be used for the most critical layer.
I just would like to re-share a file that was already shared in this forum over 1 year ago. As you can see the 9000s is mentioned in the document. I don't read Chinese but from what I see the 9000s is fabbed using the N+1 process starting from 2022 Q1. This document seems to suggest that there will be follow up chips, 9100 on 7nm (I assume this is the N+2) and 9100s on a more advanced node. Let's wait and see if this file is accurate.
 

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ansy1968

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I just would like to re-share a file that was already shared in this forum over 1 year ago. As you can see the 9000s is mentioned in the document. I don't read Chinese but from what I see the 9000s is fabbed using the N+1 process starting from 2022 Q1. This document seems to suggest that there will be follow up chips, 9100 on 7nm (I assume this is the N+2) and 9100s on a more advanced node. Let's wait and see if this file is accurate.
Welcome back bro nice to hear from you again. ;)
 

tphuang

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A spokeswoman for the company said ASML will be able to continue to ship the products in its NXT:2000i and more advanced DUV models, which fell under the restrictions as of Sept. 1, for the remainder of 2023.

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okay, so basically they are going to get all the DUVi they need for many years. ASML won mini-battle, sort of

I just would like to re-share a file that was already shared in this forum over 1 year ago. As you can see the 9000s is mentioned in the document. I don't read Chinese but from what I see the 9000s is fabbed using the N+1 process starting from 2022 Q1. This document seems to suggest that there will be follow up chips, 9100 on 7nm (I assume this is the N+2) and 9100s on a more advanced node. Let's wait and see if this file is accurate.
good point. forgot about that.

9100s on something akin to N7P and close to N5 seems plausible.

I do now expect 9000s to get used on lower end phones next year whereas next flagship phones use 9100s

On the other hand, it would lead me to conclusion that 9000s uses N+1 or something lower density than N7. So getting it to perform almost as good as 9000 is quite the feat.

Now, if the 1st 9000s was produced in 2020. Let's say they keep improving and testing and improving yield, then SMIC has been making chips for HW for a lot longer than people since. There was always people wondering who the 7nm client for SMIC is. I don't know if they have other customers, but HW is clearly their largest!
 
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