Chinese semiconductor industry

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Jamie28

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It looks like EEM was developed in Japan and is mainly used by Japanese companies. Speaking of Nikon EUV, does anybody know what issues did Nikon encounter that prevented them from commercializing their EUV? They did build several working EUV prototypes.

Did they use Cymer's EUV light source?
 

gelgoog

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Gigaphoton in Japan was developing an EUV light source. That is what Nikon would use.

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"We report the status of the CO2-Sn-LPP (Laser-produced-plasma) EUV light source development at Gigaphoton.
...
We also achieved an inband power of 270W under dose-controlled operation and demonstrated a power scalability up to 365W.
...
EUV Conversion Efficiency of ~6%."
 
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tokenanalyst

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Speaking of Nikon EUV, does anybody know what issues did Nikon encounter that prevented them from commercializing their EUV?
They just give up, at that time I think the deal they have with Intel was over and ASML just hammer them with their immersion systems, outselling them South Korea, Taiwan and mainland China, looks like the Japanese goverment looks like didn't step up to solve the issue.

They did build several working EUV prototypes.
I think they manage to built a prototype in 2008.
1703011660102.png
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tokenanalyst

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1703018192710.png

After investing FORTY BILLIONS in the US, mostly because political pressure from US and Taiwanese politicians, ladies and gentlemen , TSMC is only going to receive a paltry 200 million dollars of the Chip act money, SAMSUNG with half of TSMC investment is going to recieve 6 TIMES what TSMC is going to recieve. On top of that by receiving this paltry 200 million dollars TSMC will have to curtail their investment in China, leaving the company more weak against their Mainland archrival (SMIC) and Now HuaHong that is planning to launch a 14nm process node next year.

Considering that this Arizona fab have to compete with their Taiwanese facilities in price, if they cannot get those prices low down then I have my doubts that US companies are going to move their production from Taiwan to the US, given that the most advance nodes is going to be still in Taiwan and making chips for the US military cannot justify a 40 billion dollar investment. To reduce cost TSMC would have to create a mini Taiwan in the middle of the desert, hiring US worker is not going to cut it and more that Intel and Micron a building their own fabs and they pay more. So if TSMC Arizona fail the political fallout in that island is going be brutal.​
 

Phead128

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View attachment 122870

After investing FORTY BILLIONS in the US, mostly because political pressure from US and Taiwanese politicians, ladies and gentlemen , TSMC is only going to receive a paltry 200 million dollars of the Chip act money, SAMSUNG with half of TSMC investment is going to recieve 6 TIMES what TSMC is going to recieve. On top of that by receiving this paltry 200 million dollars TSMC will have to curtail their investment in China, leaving the company more weak against their Mainland archrival (SMIC) and Now HuaHong that is planning to launch a 14nm process node next year.

Considering that this Arizona fab have to compete with their Taiwanese facilities in price, if they cannot get those prices low down then I have my doubts that US companies are going to move their production from Taiwan to the US, given that the most advance nodes is going to be still in Taiwan and making chips for the US military cannot justify a 40 billion dollar investment. To reduce cost TSMC would have to create a mini Taiwan in the middle of the desert, hiring US worker is not going to cut it and more that Intel and Micron a building their own fabs and they pay more. So if TSMC Arizona fail the political fallout in that island is going be brutal.​
It's a bit premature to claim victory..... we don't know if these numbers are correct. None of the CHIPS Act incentives have been distributed yet (
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), with except of measly $35m to BAE systems for making military chips (
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), we don't know where the 99.99% of $52.7 billion will go to. The Dept. of Commerce has said it's still undergoing complex negotiations over the funding details. (
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)

Also, regarding TSMC Arizona costs, my understanding was that Apple has guaranteed (majority?) orders from TSMC Arizona plant, even though it's technology is inferior and quantities produced is rather limited. (
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) This confirms early speculation by Asianometry that Apple has guaranteed orders for TSMC Arizona fab. Apple is the King maker in this situation. I agree with you though, it will likely remain limited production since it will not match the performance/cost efficiency of Taiwanese fabs enough for Apple to go "all-in", esp. since quantity is low and chips are older tech.
 

tokenanalyst

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Nansha, Guangzhou: Rewards of up to 300 million yuan for the settlement of semiconductor and integrated circuit industries​


China Nansha International Integrated Circuit Industry Forum opened at the Nansha Garden Hotel. The forum was themed "Nansha Core Sound, Gathering Power for the Future". More than 500 industry experts and well-known domestic and foreign enterprises, scientific research institutions, investment institutions, Representatives from industry organizations, universities and other institutions gathered together to brainstorm and brainstorm for the integrated circuit industry in China and Nansha.

10 kilometers away, in the southwest of the processing and manufacturing area of Wanqingsha Bonded Port Zone, an integrated circuit industrial park of 1.97 square kilometers has been gradually built. A full industrial chain of silicon carbide materials and chips from manufacturing, packaging to downstream applications has gradually taken shape. .

A few days ago, the first-anniversary report card of "Guangzhou Nansha's overall plan for deepening comprehensive cooperation between Guangdong, Hong Kong and Macao facing the world" was announced. The implementation of a number of strategic emerging industry projects, including chips, was included in the top ten landmark achievements.

Nansha is building a major strategic platform based in the Bay Area, cooperating with Hong Kong and Macao, and facing the world. The "Xinchen Dahai" industrial cluster is an important focus, and integrated circuits are a key part of it.
In the heart of the Bay Area, "Core" is prospering to the world.

Wei Min, member of the Standing Committee of the Nansha District Committee and executive deputy district chief, introduced the development of Nansha's integrated circuit industry and promoted the investment environment.

He introduced that in building the integrated circuit industry, Nansha is driven by national strategic needs, seizing the major opportunity of Guangdong's vigorous efforts to build the third pole of China's integrated circuit industry, and deeply implementing the "chain length system" of the semiconductor and integrated circuit industry to build the integrated circuit industry. The park has introduced a number of industry leading enterprises such as Xin Yue Energy, Xin Ju Energy, Jinko Electronics, Lianjing Intelligent, Nansha Wafer, Yixing Intelligent, and Leading Equipment, covering semiconductor design, materials, manufacturing, equipment and other industrial chain links. , taking the lead in realizing the layout of the entire industrial chain of wide bandgap semiconductors in China, forming a prosperous development trend of "core".

In addition, with the establishment of a number of scientific research institutes, universities and public service platforms such as the Nansha District Third Generation Semiconductor Innovation Center, Nansha's basic research on semiconductors and integrated circuits has also achieved breakthroughs from scratch.

At present, Nansha District has deployed key enterprises in key links such as chip design, materials, equipment, manufacturing, packaging and testing, and application, and has initially formed the most complete semiconductor industry chain in the Greater Bay Area. It has basically formed "1 chain + 1 policy + The 7 "1" industrial development pattern of "1 park + 1 fund + 1 think tank + 1 activity + 1 university". At present, companies involved in chip materials, equipment and manufacturing have gathered in Wanqingsha Integrated Circuit Industrial Park, initially forming a "one street" for chips.
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tokenanalyst

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It's a bit premature to claim victory..... we don't know if these numbers are correct. None of the CHIPS Act incentives have been distributed yet (
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), with except of measly $35m to BAE systems for making military chips (
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), we don't know where the 99.99% of $52.7 billion will go to. The Dept. of Commerce has said it's still undergoing complex negotiations over the funding details. (
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)
Only 39 billion are going to fab makers, Raymondo already announced that next year they are going to give the money, I would have expected that TSMC would AT LEAST initially receive 3 billion in subsidies next year with at least 5 billion in the future,remember they are expecting 15 billion of those 39 billion, the fact they are just going to receive 200 million is just crazy.
Also, regarding TSMC Arizona costs, my understanding was that Apple has guaranteed (majority?) orders from TSMC Arizona plant, even though it's technology is inferior and quantities produced is rather limited. (
Please, Log in or Register to view URLs content!
) This confirms early speculation by Asianometry that Apple has guaranteed orders for TSMC Arizona fab. Apple is the King maker in this situation. I agree with you though, it will likely remain limited production since it will not match the performance/cost efficiency of Taiwanese fabs enough for Apple to go "all-in", esp. since quantity is low and chips are older tech.
I think the problems is not the technology but price, Apple is not expecting Taiwanese prices but they also not expecting that the price would be too high.
 

Phead128

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Yea but where did you get those numbers from? The US gov't haven't publicly announced any funding awards except $35m to BAE systems. How did you get that photo?
 

tokenanalyst

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Yea but where did you get those numbers from? The US gov't haven't publicly announced any funding awards except $35m to BAE systems. How did you get that photo?
The 39 billion was announced by the US government, 15 billion was what TSMC asked, the table according the source in semiwiki come from "good jobs first", guys that track government subsidies and Raymondo already said they will give the money next year, so is already distributed.
 
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