Chinese semiconductor industry

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ansy1968

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they are only collaborating on testing domestic processes...and possibly EUV in Q1 or May next year.
Sir testing meaning using SSRF in Shanghai?

Is SMIC's long-term plan to replace these ASML systems with domestic ones (SMEE)? How do they plan to scale their N+2 process if the US can easily prevent ASML from shipping these systems to SMIC?
There will be 2 parallel production line, from what I know SMIC Shanghai will use ASML while SMIC Beijing, Tianjin and Shenzhen will use domestic.
 
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AETHER

New Member
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Yes from our very own @olalavn, EUVL with LPP ;) what pique my interest is that the LPP will produced 400 watts the same output with the latest ASML HI NA EUVL.:cool:
what? you still need tin droplets generator with LPP right? but who else could be developing tin droplets generator other than SIOM?
 

ansy1968

Brigadier
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what? you still need tin droplets generator with LPP right? but who else could be developing tin droplets generator other than SIOM?
From @olalavn with love. :cool:

[IMG alt="olalavn"]https://www.sinodefenceforum.com/data/avatars/m/21/21675.jpg?1686674855[/IMG]

olalavn

Junior Member​

Registered Member
The article "Research on 100 kHz Repetition Frequency Tin Droplet Target" submitted by the institute's team introduces the team's research progress on the tin droplet generator, a core component of the laser plasma extreme ultraviolet (LPP-EUV) lithography light source.

www.laoyaoba.com

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EUV光刻光源核心部件研究获新进展,上光所锡液滴发生器达到100kHz工作频率
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luminary

Senior Member
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Advanced IC production is now a junk tier technology any third world country can master within a short time.
Exactly. SMIC achieving 7nm is nothing special. Actually it means they are unprofitable and will soon go out of business and all the investment is wasted 八(^□^*)!!! Even Intel was not profitable without EUV: clearly, an American company cannot be inferior to a Chinese company, so it means SMIC is completely uncompetitive and unsustainable :D.


But under 7nm? Yes, anything under 7nm is made by God. It is so complex and mysterious your simple minds will never be able to understand it.

/s

Found in one of @tphuang 's threads on Twitter
 
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BlackWindMnt

Captain
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Exactly. SMIC is achieving 7nm is nothing special. Actually it means they are unprofitable and will soon go out of business and all the investment is wasted 八(^□^*)!!! Even Intel was not profitable without EUV: an American company cannot be inferior to a Chinese company, so it means SMIC is completely uncompetitive and unsustainable :D.


But under 7nm? Yes, anything under 7nm is made by God.

/s

Found in one of @tphaung 's threads on Twitter
Did they forgot that TSMC got to 7, 5nm and i think 3nm with help from Huawei and Apple reserving capacity helping out increasing wafer success rate if im not mistaken. Intel only had their own people, Samsung also mostly had their own people.
 

liospopo

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Exactly. SMIC is achieving 7nm is nothing special. Actually it means they are unprofitable and will soon go out of business and all the investment is wasted 八(^□^*)!!! Even Intel was not profitable without EUV: clearly, an American company cannot be inferior to a Chinese company, so it means SMIC is completely uncompetitive and unsustainable :D.


But under 7nm? Yes, anything under 7nm is made by God. It is so complex and mysterious your simple minds will never be able to develop it.

/s

Found in one of @tphuang 's threads on Twitter
Understandable. Truth is too traumatic.
 

huemens

Junior Member
Registered Member
Looks like TechInsights have already given some info to Bloomberg.

Huawei Teardown Shows Chip Breakthrough in Blow to US Sanctions​

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The company’s Mate 60 Pro is powered by SMIC’s 7nm chips, according to analysis that TechInsights conducted for Bloomberg News
Huawei Technologies Co. and China’s top chipmaker have built an advanced 7-nanometer processor to power its latest smartphone, a sign Beijing is making early progress in a nationwide push to circumvent US efforts to contain its ascent.
Huawei’s Mate 60 Pro is powered by a new Kirin 9000s chip that was fabricated in China by Semiconductor Manufacturing International Corp., according to a teardown of the handset that TechInsights conducted for Bloomberg News. The processor is the first to utilize SMIC’s most advanced 7nm technology and suggests the Chinese government is making some headway in attempts to build a domestic chip ecosystem, according to the research firm.
“It's a pretty important statement for China,” TechInsights Vice Chair Dan Hutcheson said. “SMIC’s technology advances are on an accelerated trajectory, and appear to have addressed yield-impacting issues in their 7nm technology.”

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pbd456

Junior Member
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TSMC had 50% gross profit margin, Qualcomm has 50% gross profit margin and I am sure it will actually have a higher margin for the sale to Huawei because it is the only supplier due to sanction waivers.

Baacially Huawei is paying a lot of money above the cost for last year mate50.

If SMIC and Huawei just accept a lower margin for a lower yield, it would easily be profitable

Unless the west think all business that dot have 50% are losing business.


Even if it is not profitable (not likely), it deny revenue to companies that are hostile to china, and it builds up human capital in China that can't be measured by profit.
 
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