Chinese semiconductor industry

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tokenanalyst

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High end ceramics for lithography applications.

To build a photolithography machine, please first prepare these advanced ceramic materials! ! !​

Author: Dongguan Nuoyi Precision Ceramic Technology Co., Ltd. Date: 2023-09-19 Readings: 15
The semiconductor industry is a strategic industry related to the national economy, politics and national defense security. In the semiconductor industry, the core equipment represented by photolithography machines is the product of highly integrated modern technology, involving many disciplines such as optics, materials science, and computer science. Both the design and manufacturing processes reflect the highest level of relevant scientific and technological fields, and the equipment also places extremely high demands on precision structural parts. As the third generation of emerging materials, advanced ceramics have been introduced into lithography equipment and play an extremely important role.

High-end lithography machines involve high-efficiency, high-precision, and high-stability motion control technology and drive technology , which place extremely high requirements on the accuracy of structural parts and the performance of structural materials. Silicon carbide ceramics have extremely high elastic modulus, thermal conductivity and low thermal expansion coefficient, are not prone to bending stress deformation and thermal strain, and have excellent polishability and can be machined to an excellent mirror surface, so carbonization is used Silicon ceramics have great advantages as precision structural parts materials for key semiconductor equipment such as photolithography machines. Silicon carbide ceramic parts required for semiconductor manufacturing equipment include: workpiece table, guide rail, reflector, arm, Block, magnetic steel frame, suction cup, water-cooling plate, air-floating plate, etc.

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tphuang

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Do we have any info on performance of chip in Matepad vs Mate 60? Tablet tend to carry better performant chips. These same chips are also used for laptop. It is very relevant these days as some laptop is moving from x86 to arm equivalent, and rely on emulation for legacy software.

Well, geekbench score indicates matepad 13.2 actually has worse multi core score than m60. Not sure if this is due to lack of hyper threading being turned on.

But I see no reason to believe they have created a radically different soc for tablet.

Now, this could be something they are choosing to do due to lack of confidence in smic ability to make larger chips at high enough yield. We will see. I assume yield for 9000s is good enough, but maybe it won't be so for 150nm or 200nm chip.

They are limited in terms of wafer capacity. If you want more devices, you may have to contend with a little suboptimal chips.
 

dingyibvs

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Do we have any info on performance of chip in Matepad vs Mate 60? Tablet tend to carry better performant chips. These same chips are also used for laptop. It is very relevant these days as some laptop is moving from x86 to arm equivalent, and rely on emulation for legacy software.
For Samsung tablets at least the chip is often worse than the phone's.
 

tphuang

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For Samsung tablets at least the chip is often worse than the phone's.
The energy consumption and space requirement for tablets aren't as stringent as phone. After all, you can have a larger battery pack and the power required for screen is also larger

really encourage to see them have EUV photoresist patent. I guess this is probably at low volume level right now. But should be enough for them to get started with testing. Also, that's really recent. Again, seem to have all the pieces together by early Q2. Which makes getting a prototype out for initial testing in 2024 quite reasonable.
 

KYli

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I don't think this can really be considered a good thing for China. It ensures YMTC will continue to struggle hard for market share.
Massive amount of locally produced chips is still a good thing for many domestic users even though YMTC might be under pressure in the short term. However, Huawei and other sanctioned Chinese companies would eventually need to use YMTC chips in a massive volume so in the long run YMTC should still be the winner.
 

henrik

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Massive amount of locally produced chips is still a good thing for many domestic users even though YMTC might be under pressure in the short term. However, Huawei and other sanctioned Chinese companies would eventually need to use YMTC chips in a massive volume so in the long run YMTC should still be the winner.

Do local Chinese companies have a preference for YMTC products? Any government incentives for using YMTC?
 
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