That's huge already, and it will only get bigger.
Chinese semiconductor industry
- Thread starter Hendrik_2000
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For historical comparison:
2024: China 8.6 Mn WPM (27% of 31.5 Mn Globally)
2020: China 3.3 Mn WPM (15% of 20.9 Mn Globally)
So in the space of 4 years:
1. Absolute semiconductor production in China increased by 2.6x
2. China's share of global semiconductor production has almost doubled from 15% to 27%
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If we wanted to forecast future Chinese semiconductor capacity:
1. How many immersion DUV machines have been stockpiled? A figure of 10 immersion DUV lithography machines has previously been mentioned for 50K WPM @ 28nm.
2. How are the Chinese lithography machines (and first production lines) coming along.
3. Alternatively, the article mentioned a 13% annual increase and 12% previously. If we assume a 14% increase in China for 2025, then capacity goes from 8.6 to 9.7 Mn WPM. In terms of global wafer capacity, that would be a further increase to around 29%.
no point arguing about this. It's basically a non issue. A couple of DUVs aren't going to make a difference in overall scheme of things. anyone that thinks otherwise aren't looking at the big picture.
At this point, they have enough 2050i/2100i for all the 7nm capacity they need. The only thing that matters for advanced process is getting EUV into HVM.
That last part is a rather strange set of questions. Most of their capacity expansions are happening at nodes less advanced than 28nm. Aside from SMIC adding some 28nm and possibly HLMC, who else is doing so? Most of the mature fab capacity coming online requiring immersive scanners are actually in 40 to 55nm node. Which by the way, would be the best node to run your SSA800 initially.
They are not really constrained by anything equipment wise for mature node expansion. Things like IGBT, SiC, analog chips. You don't need immersive scanners for that.
SMEC revealed that it is ggaining presence in power semiconductor, MEMS sesnors, RF tech and such. It has expanded its auto grade MEMS sensors including VCSEL laster chip for ADAS.
Its IMU for ADAS is already getting tested in end client, replacing import
It's MEMS micro mirror chips for Lidar has completed validation and is in low rate production. It will be supply more domestic Lidars going forward.
So both SMEC and Sai Micro are making good progress in MEMS, laser chips and such
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