Chinese semiconductor industry

olalavn said:

Do you think Huawei only has PXW?

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Huawei also has other ones, but which ones do you think have enough 2050i to do volume production?

How many amat or lam equipment do they have?

Smic has won award for validating domestic equipments. Which Huawei entity has own award for that?

This blind worshipping of Huawei is out of control.

So we went full circle BUT China is different from Japan, we had full sovereignty IF only the Japanese work with the Chinese, we will see a Phoenix rise from the Ashes of the Japanese semiconductor equipment makers.

tphuang said:

Huawei also has other ones, but which ones do you think have enough 2050i to do volume production?

How many amat or lam equipment do they have?

Smic has won award for validating domestic equipments. Which Huawei entity has own award for that?

This blind worshipping of Huawei is out of control.

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Huawei's N+1 process is a purely domestic process.

that's what Huawei is forced to do... I don't worship Huawei... I just admire them

olalavn said:

Huawei's N+1 process is a purely domestic process.

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Sir did Huawei pursued the development and production of N+1 while SMIC focus on N+2? If YES then it make sense as Huawei had received 2 second hand NXT 1980i capable of producing such chip.

Or as you said a domestic processes meaning SMEE SSA800 DUVi?

ansy1968 said:

Sir did Huawei pursued the development and production of N+1 while SMIC focus on N+2? If YES then it make sense as Huawei had received 2 second hand NXT 1980i capable of producing such chip.

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In May next year, Xingyao, Kirin 7 and Kirin 8 phones with new architecture will be produced using this process.
it may be based on domestic lithography

tonyget said:

EUV is highly profitable business，if some country can do it，they would have done it already.

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Due to geopolitical influences, a US-led chip-making consortium favored ASML over Japanese companies like Nikon and Canon. This was a move to counter Japan's semiconductor dominance. It wasn’t because Nikon and Canon lacked the technology for EUV lithography. In contrast, TSMC, Intel, and Samsung chose to support ASML, investing $6 billion into its EUV R&D. This investment gave them a 23% stake in ASML and ensured they would be among the first to benefit from ASML's EUV advancements. This decision greatly influenced the industry's direction, and you can't say "Dey woulda done it by now" as if Nikon or Canon can override geopolitical influences so easily.

olalavn said:

Huawei's N+1 process is a purely domestic process.

that's what Huawei is forced to do... I don't worship Huawei... I just admire them

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They don't have ASML machines that can do the job. These things are really hard and SMIC is 100% in bed with Huawei now. Saying Huawei is forced to do everything by itself is not true, since it uses a full domestic supply chain that it helped develop. But I will check with my high level source regarding Huawei stuff next year to see if Huawei is able to produce Finfet chips.

I'm willing to change my mind if my source says Huawei is producing its own chips with Finfet process, but I'm not holding my breathe on this.

There is so much fake news going on in Weibo right now. I wouldn't trust 90% of the stuff there

oh, and Kirin-830 is supposed to come out with Nova-12. I'd be surprised if we will hav to wait until May for that

ansy1968 said:

Like my Brother @horse used to say 2024 is the year for the Chinese to initiate its counter offensive after absorbing all of American punches. Let's see if TSMC may cut its loses and join the Dark side....lol

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Yeah brother ansy1968, you know what I am talking about.

It is just an estimate.

The basis for the estimate, is how long it took the CCP to develop the atomic bomb after the Soviet technical advisors left.

That is not all, this estimate is really a window.

If 3 years is an estimate, then that is the earliest and maybe it could be done in 10 maximum. So, like just say Chinese EUV could appear in 3 to 6 years window, which is something to keep an eye on.

We are getting close to that potential window opening at the 3 year mark, where something could happen.

The American government believed it could never happen, and this window will never open. That is realistically, rather childish.



The real shock this time, with the Mate 60 Pro, I would say two things, speaking as a lay person.

One is the technological sophistication of the phone, regarding all the chips used inside it.

Two is the unexpected volume production which is definitely getting closer to world leading capacity. Let's face it, not even two months ago we could believe this could happen. But it happened.

So if the Chinese EUV shows up, production will begin immediately, and in staggering volumes, lol.

ACuriousPLAFan said:

Firstly, China should flood the world with mature chips (while working on securing China's semiconductor industry across-the-board + tying up any loose ends).

Next, China should flood the world with advanced chips (while commercializing DUVL domestically + working on EUVL).

Then, followed by China exporting DUVL (while commercializing EUVL domestically + working on XRL).

And lastly, China should proceed towards exporting EUVL (while commercializing XRL domestically + working on next-generation lithography (and/or even new-type chip-fabrication) technologies).

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This is only the rational thing to do.

After all, all that money used by the Chinese in the R&D to make this 7nm chip possible, those costs must be recouped somehow. Selling to the world is most definitely an option.

If it cuts into other people's profit, not my problem.

olalavn said:

In May next year, Xingyao, Kirin 7 and Kirin 8 phones with new architecture will be produced using this process.
it may be based on domestic lithography

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What do you mean by new Architecture? They won't be using Arm Architecture anymore?