Chinese semiconductor industry

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tonyget

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At last,the report is here

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TechInsights Finds SMIC 7nm (N+2) in Huawei Mate 60 Pro​


TechInsights, the authoritative information platform of the semiconductor industry,
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in the last 24 hours. The Mate 60 Pro was expected to include a 5G application processor and SoC (system-on-chip) from HiSilicon, the Kirin 9000s.

The team found evidence of SMIC 7nm (N+2) which represents a made-in-China design and manufacturing milestone for the most advanced Chinese foundry TechInsights has documented. Some of the highlights include:
  • The Kirin 9000s die measured 107 mm2, which is 2% larger than the Kirin 9000 (105 mm2). From various identifying features on the die, the team concluded the processor is
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    .
  • Initial lab results indicated that this die is more advanced than SMIC’s 14nm process node but presents larger critical dimensions (CDs) than what TechInsights has observed for 5nm process.
  • Additional measurements of critical dimensions (CDs) on the die, including logic gate pitch, fin pitch and lower back-end-of-line (BEOL) metallization pitches, the analyst team concluded the die has 7nm features.
“Discovering a Kirin chip using SMIC’s 7nm (N+2) foundry process in the new Huawei Mate 60 Pro smartphone demonstrates the technical progress China’s semiconductor industry has been able to make without EUV lithography tools,” said Dan Hutcheson, Vice Chair of TechInsights. “The difficulty of this achievement also shows the resilience of the country’s chip technological ability. At the same time, it is a great geopolitical challenge to the countries who have sought to restrict its access to critical manufacturing technologies. The result may likely be even greater restrictions than what exist today.”

“This also reinforces TechInsights commitment to speed and quality of analyzing critical industry advancements,” said Gavin Carter, CEO, TechInsights. “The TechInsights team moved at a lightning pace to ensure we can bring this insight to the market using our Ottawa, Canada based industry-leading laboratory and highly technical engineering team this type of deep dive analysis.”
 

horse

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It continues to amaze me that people just don't realize what has been accomplished here.

I guess there really only is a philosophical reply to that, and this is the only thing I can think of.

In this game, there is no official scoreboard, or playing field, but we all know there is a contest, a struggle, and these past two weeks made me realize again how bitter this fight really is.

That Mate 60 Pro, symbolizes that a new day is born for China Inc., and that is official.

Since that phone is the Huawei brand, and they have been subject to more abuse that anyone else in China Inc., just that is human nature to make the spotlight on them.

This is not really Huawei breaking sanctions, this is Chinese IC breaking all the sanctions. Soon they will break more. So much will be broken, it will remake the world, in IC at least.


Also, the point I would like to raise, is the network and the phone.

To me, and this is correct, the building of a national standalone 5G network, is far more important than if Huawei sold a 5G phone. Incidentally, we should know who built that network in the first place, where they tested the speed of that the new Huawei 5G phone.

What I suspect is that the network, as a concept, is too abstract. The phone is real because we have on in our hands, but the network? Radio waves, basestations, cables, antenna, then it becomes like something too nebulous to really appreciate.

The appearance of Mate 60 Pro and what is inside of it, is a breakthrough for China Inc., the integrated circuits supply chain inside China. What is a supply chain? It is a network of companies. There is that word again, network.

Anyways, there should be no doubt, that this was a total team effort, and China Inc. is on the march again.

:D
 

horse

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To me, and this is correct, the building of a national standalone 5G network, is far more important than if Huawei sold a 5G phone. Incidentally, we should know who built that network in the first place, where they tested the speed of that the new Huawei 5G phone.

This is the part I really do not understand, and never will.

When they tested the new Huawei phone on the network, and found out it had 5G speeds, some were disappointed at this achievement, due to political reasons.

Then why were they not disappointed at the fact that Huawei more or less built this damn network in the first place?

They were disappointed Huawei made a phone, and not disappointed that Huawei built the 5G network?

This is like Alice In Wonderland type of thinking.

That is some real disconnect there. But, what can we do about it? Go watch some more football I suppose.

:D:oops:
 

horse

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i am more curious if the production line is fully de-Americanized. SMIC has a lot of Applied materials and Lam research equipment, it would be a huge deal if it can be produced without using US equipment.

In due time.

Let's not forget that this is a two part business problem.

First part is to keep up and maintain production.

Second part is to replace anything and everything that is American in the Chinese IC industry, just like how the Mate 60 Pro got rid of everything American including the Gorilla Glass.

In order to get to the second part, the first part must be upheld at all costs.

That is logical because there is no tomorrow if we wind up dead today.

The Mate 60 Pro symbolizes that China Inc. is alive and kicking, and kicking down those sanctions for tomorrow.

Kick'em down good.

:D
 

horse

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Is it safe to say that China can now manufacture chips for Huawei 5G towers? I thought they required 7nm chips and RF antennas had been bottleneck.

Yes and no.

Yes, because that basestation for 5G that Huawei uses has two 7nm chips from what I remember reading somewhere.

No, because that is a question that is ancient history now. They saw the war coming, and like all people preparing for war, must start to stockpile supplies.

The stockpiles allowed Huawei to build the 5G network.

The breakthroughs by SMIC allowed Huawei to build the Mate 60 Pro.
 
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