Chinese semiconductor industry

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tphuang

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If Huawei use Qualcomm chips that is made with high yield, how does it benefit Huawei? Qualcomm will not suddenly sell it at a low profit margin because the yield is good.

Both TSMC and Qualcomm have a high profit margin and they are driven by high end products.

It is true that EUV is needed for N5 for TSMC because the defect t density is lower than N7 which was 0.09 5q after high volume manufacturing.

Suppose using DUV to build 5nm is 3x more complex than, so the defect density is 0.3. so the yield is lower, so what? Chinese companies never live on the profit margin that the US firms are.

It wouldn't make sense for TSMC because it has EUV, it would make sense on China for now because it doesn't. It will not be as profitable, but it will deny revenue to US and TSMC.
The question here isn't whether they should or shouldn't use QCOM chips, but rather the inherent challenges that Huawei face now that it has to get into 5G business or abandon smartphone completely. Since it has declared its phone to be 5.5G and can do satellite calls, it will most likely get fully cutoff (it has deemed that since QCOM has said no more hw sales expected).

So it has to live with what SMIC can produce. And SMIC is tools limited as hvpc has said multiple times. doing more multi patterning will simple require more tools and result in lower yield.

HW needs volume production of Kirin chips. It has shown it can overcome less advanced process through better heat dissipation tech, better battery tech & more lightweight OS. People using HW phones arent' curious about what the power consumption rate is. They are concerned about:
are my signals good?
how long can the battery last?
are all the applications running fast?
can i run games on these phones?
how fast can my phone charge?
does it overheat?

Whatever issues associated with less advanced process clearly hasn't kept Mate 60 from being a really good phone. In fact, it has something that no other phone has which is the satellite phone capability.

That's what happens when you control the entire process.

So I would spend less time worrying about whether they can get to a low yielding N5 and more time thinking about how much better SMIC can incrementally improve the transistor density through smaller gate size and such and how they can get the yield up and how quickly they can add capacity.

if anything, people should've been more focused on AMEC slides from this week.
Very good news. All the etching machines are getting validated right now. I don't think it should take as long as validating lithography machine. I'm sure SMSC right now is validating and testing ASML + domestic 14nm line so it can shift more production to 7nm.

Let's wait and see
 

Jiang ZeminFanboy

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If Mate 60 cannot use DRAM from Micron or Korean suppliers, is three a local alternative?
I think Huawei already stockpiled the DRAM for Mate 60 and other lower-end phones, a better question is if Mate 70 or P70 cannot use DRAM from Micron or Korean suppliers is there a local alternative? YMTC was almost used by Apple but was told not to use it.
 

european_guy

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so this is the interesting to watch

Here we have Huawei that shows off products like cakes, but all this firework castle is based on the still not rock solid SMIC fundaments....really not sure what is going on here....

I'm quite confident that Huawei asked for green-light, and not only to SMIC, before to start this show...this is not a single company action, this is is a coordinated attempt. So what's the idea behind all this?

I'm asking myself if, after the last October fiasco, when 30 years of US companies successful presence in China (and at least another decade of sure market leadership) have been thrown under the bus with the stroke of a pen, now someone in China is thinking to give it another go, and to complete the work.

I see US administration like a raging bull, all strength but no clear vision, and someone in China is waving the red Huawei cloth in front of them....they know that, because of their DNA, they are unable to resist and will atttack again...like last year, and maybe this is exactly the "
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KYli

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If Mate 60 cannot use DRAM from Micron or Korean suppliers, is three a local alternative?
ChangXin Memory Technologies. However, DRAM is commodity. It is unlikely Micron and SK suppliers can control the supply chain without blanket ban on selling to many wholesalers and distribution channels. For comparison, Alibaba, Tencent and Baidu could still obtain some NVIDIA H100 GPUs from resellers even though it is banned. It is just very difficult to control DRAM supplies.
 

tokenanalyst

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The first full-process production line in China! Quanyang Optoelectronics Metal Mask Etching Line Project Trial Production​


On August 23, Quanyang Optoelectronics Metal Mask Etching Line Project located in Huangshi City, Hubei Province was successfully put into trial production.

According to the news released by Huangshi, this marks that the production of metal masks has been fully localized. This is the first full-process production line in China.

It is reported that the total investment of the project is 50 million yuan, which mainly provides supporting facilities for the production of metal mask plates. The project overcomes the difficulty that the traditional pure etching process and pure electroforming process cannot achieve precision breakthroughs. The opening precision has been increased from 30 μm in the industry to 20 μm, and the delivery cycle of metal masks has been shortened from 10-15 days to 2-3 days. Production The cost is reduced by more than 20%.

At present, Huangshi is accelerating the development of four advantageous industrial clusters including new materials, electronic information, new energy and intelligent networked vehicles, and airport economy, and strives to achieve a total industrial output value of 500 billion yuan by the end of the 14th Five-Year Plan. In 2022, the total output value of Huangshi's optoelectronic information industry will be 30.794 billion yuan, a year-on-year increase of 103%, accounting for 12% of the city's total industrial output value.

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mst

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ChangXin Memory Technologies. However, DRAM is commodity. It is unlikely Micron and SK suppliers can control the supply chain without blanket ban on selling to many wholesalers and distribution channels. For comparison, Alibaba, Tencent and Baidu could still obtain some NVIDIA H100 GPUs from resellers even though it is banned. It is just very difficult to control DRAM supplies.
CXMT’s DRAM is a few generations behind Micron and SK suppliers. Is it good enough for Mate 60?
 

KYli

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CXMT’s DRAM is a few generations behind Micron and SK suppliers. Is it good enough for Mate 60?
It isn't a problem for Huawei in the near term. Huawei and the supply chain have enough DRAM to last at least a few years. CXMT still has time to catch up. SK and Micron need to implement a lot of restrictions before they can cutoff Huawei. I am not sure Hynix and Micron would want to pursue that path as it would haste their downfall in China.
 

tokenanalyst

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Lizhao Technology, a supplier of RF and plasma systems, completed tens of millions of Pre-A round of financing​


Core tip: Shanghai Lizhao Technology, a key component radio frequency and plasma system supplier for semiconductor equipment, announced the completion of tens of millions of yuan in Pre-A round financing, and invited Song Wei, former general manager of Aixiang China, to join Shanghai Lizhao Technology, a supplier of RF and plasma systems, key components of semiconductor equipment, announced that it has completed tens of millions of yuan in Pre-A round financing, and invited Song Wei, former general manager of Aixtron China, to join him as vice president. This round of financing was led by SMIC, and jointly invested by Monolith Capital and Lingang Venture Capital. Founded in August 2022, Lizhao Technology is located in Minhang District, Shanghai. It is a radio frequency and plasma system supplier focusing on the field of semiconductor process equipment.

Plasma technology has been widely used, especially in the field of pan-semiconductor manufacturing processes. In addition to the wet process, the application fields of plasma almost cover from etching (Etch), atomic layer deposition (ALD/ALE), physical and chemical deposition (PVD/CVD), ion implantation (Implant), dry debonding (Strip) to lithography (Photo), and even most of the subdivided semiconductor processes of chemical mechanical polishing (CMP). The plasma generation and application system has become one of the basic subsystems of the semiconductor equipment industry. Other key subsystems include vacuum systems, flow systems, optical systems, transmission systems, and so on.

Zhao Kui, the founder of Lizhao Technology, told 36Kr that the Lizhao Technology team has a deep accumulation and a complete layout in radio frequency, power electronics, control and algorithm technology. High-frequency power electronics is a kind of radio frequency technology, and its talents are very scarce in the world. Semiconductor radio frequency power supplies require megahertz-level power electronics technology. The core members of the company have been deeply involved in research in this field since 2012, and are one of the few Chinese experts in the world.

At the same time, the algorithm of the product needs to be combined with the semiconductor process. It needs to be familiar with the plasma processing process and have a solid mathematical background. Lizhao Technology can research and optimize the algorithm according to the actual process needs of customers.

Song Wei, vice president of the company, said: "Under the background of the safety requirements of the semiconductor industry and the actual market demand, the field of radio frequency plasma needs a high-quality and efficient team of scientists with a background to break through the ceiling of domestic technology as soon as possible, challenge and eventually surpass the international market. industry leader.” Therefore, after the initial successful product development, he joined Lizhao Technology, expecting to promote Lizhao’s rapid development with his rich market application experience.

At present, the main products of Lizhao Technology are plasma RF power supply and its supporting system and remote plasma source (RPS) system, and the basic function of these products is to generate plasma in related semiconductor process equipment and achieve related various processes.

In response to these technical requirements, the company has developed 13.56MHz series and 400KHz series RF power supply products within one year of its establishment. Some key performance parameters have reached the international advanced level, such as power adjustable accuracy of 0.1 watts, pulse frequency from 2Hz to 50KHz, accounting for The empty ratio is 1%-99%, and with the unique MOFT frequency modulation function (model-oriented automatic frequency modulation technology), it can realize sub-millisecond level high-speed impedance matching, which can effectively meet the needs of various processes, and is the first in China for advanced etching Processes such as atomic layer deposition and atomic layer deposition provide alternatives.

At the same time, in the field of remote plasma source (RPS), the company is developing a product that can be used in 12-inch wafer deglue/oxidation/cleaning and other process fields. It is expected to send samples to key customers for testing by the end of the year. The Lizhao team said that under the current complex international situation, it is urgent to fundamentally solve the overall supply chain security problem of domestic semiconductor equipment.
The vision of Lizhao Technology is to create a world-class Chinese RF plasma solution enterprise relying on its own solid industrial technology background.

The founding team of Lizhao Technology comes from well-known universities and research institutions at home and abroad. It has many years of experience in the development of advanced semiconductor equipment, and more than ten years of experience in R&D and manufacturing of RF power systems. has a deep accumulation. The chief scientist, Professor Liu Ming, is a doctoral supervisor of the Department of Electrical Engineering of Shanghai Jiaotong University, and has been engaged in the research of high-frequency power electronics at Princeton University in the United States.

Song Wei, vice president of the company, is the former general manager of Aixiang in China and graduated from Beihang University. Before joining Lizhao Technology, he worked in many well-known companies in Europe and the United States, such as Varian, AMAT, MKS, Kateeva and AIXTRON. The company holds senior management positions such as general manager or sales director in China.

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