Chinese semiconductor industry

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Franklin

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Now that China isn’t able to import new high end DUV machines. How many of those machines does China have before the band started.
 

measuredingabens

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It's a bit off topic, but I do think measures to make it easier to catch up in long threads like this are warranted (i.e. threadmarks, and some tweaks to the search system). Outside of us who are active every day and keep bookmarks in this thread it takes a fair bit of effort to retrieve information here, especially now that we have thousands of pages in this thread.
 

tokenanalyst

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Two-dimensional Hanning self-convolution window for enhancing Moiré fringe alignment in lithography

Feifan Xu, Yulu Zhao, Lanlin Ni, Qiang Wu, Haojie Xia
Mechanical Systems and Signal Processing 208, 111052, 2024
The current image processing techniques heavily rely on classic windows for suppressing spectral leakage. However, the limited capability of these classic windows to suppress spectral leakage restricts their application in the field of high-precision measurement. This paper proposes a novel family of windows capable of suppressing spectral leakage associated with the Moiré fringes pattern, thereby enhancing the accuracy of lithography alignment. Specifically, a novel two-dimensional Hanning self-convolution window is introduced, which is derived from the Hanning window to inherit its advantage of ultra-rapid sidelobe decay. The behaviors of the main lobe and desirable sidelobes of the 1st- to 4th-order are examined. Additionally, a novel fringe phase extraction algorithm is established based on the proposed window, which demonstrates high accuracy and efficiency. Simulation and experimental results validate the feasibility and practicality of the proposed window. In particular, the proposed window outperforms classic windows in suppressing spectral leakage, thereby successfully enhancing the phase extraction accuracy to achieve high-precision misalignment measurement at the sub-2-nm level (1.47 nm @ 3σ criterion). The proposed method can be easily extended to other real engineering applications utilizing fringe to achieve high-precision measurements, such as fringe projection profilometry, damage detection, and visual mechanical vibration monitoring.​

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supersnoop

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Dylan Patel says that CXMT will have 7 billion dollars of equipment spending in 2024, with 3.8 billion of that going to American tool firms including $1.8 billion goes to AMAT.

He also expect CXMT HBM 3E for AI to ship in mid-2025

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CXMT 3D DRAM Blatant Sanctions Violation


Memory is one the most important scaling vectors for achieving civilization redefining AI technologies, and China is investing heavily in leapfrogging the rest of the world with these technologies and has already started implementing LLMs for propaganda / electoral subversion as well as within the PLA.

Much like with how
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as Gina Raimondo, was in China, CXMT also
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by candidly announcing their violation U.S. export controls at IEDM in San Francisco. CXMT presented their Gate-All-Around Vertical Transistors manufactured at the 18nm half pitch.

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CXMT vertical channel transistors at 18nm pitch, below export control limits

CXMT violated two different portions of the US export controls. US tools can not be shipped to firms that fabricate 18nm half pitch DRAM devices. US tools cannot be shipped to firms that fabricate gate all around transistors. CXMT has done both of these simultaneously in a functional device. With the way the law is written, American tool makers such as Applied Materials, Lam Research, KLA, and Onto can now no longer ship tools to the facility at which CXMT fabricated these devices. While the device above is production for research purposes with mass volume coming later, the regulations do not discount it. CXMT only has 1 fab site currently.

Our wafer fabrication equipment model and supply chain sources point to CXMT having 7 billion dollars of equipment spending for DRAM production next year, with 3.8 billion of that going to American tool firms and Applied Materials as the largest contributor at $1.8 billion of shipments to CXMT in 2024. This spend is higher than Micron for DRAM because of the recent $5B injection into CXMT’s government backed joint venture, Changxin Xinqiao, from federal and local governments.

While CXMT is still a few years behind on process technology for high volume production DRAM, they are
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. We also expect their HBM 3E for AI to ship in mid-2025.

Enforcement of these rulings
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, but with the way the regulations are currently written, CXMT has said that all US tool firms are in violation by continuing to ship to CXMT. This is why it is surprising that they admitted to doing so in public. To be clear, it is not shocking that they were able to exceed the limits. We even called out CXMT specifically in our piece on the
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Ok, so pretty much confirms my previous statement that Patel has got things backwards.
In fact, he basically contradicts himself in his last paragraph.
CXMT has said that all US tool firms are in violation by continuing to ship to CXMT

It is the responsibility of the US companies to follow the sanctions, NOT CXMT. CXMT cannot violate export controls, they are not the exporter!

Why he continues to call CXMT the violator multiple times makes no sense.
 

tokenanalyst

Brigadier
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Guangduo Micronano completed nearly 100 million yuan in Series B+ financing​


According to Mams Consulting, Suzhou Guangduo Micro-Nano Technology Co., Ltd. (referred to as Guangduo Micro-Nano) recently completed a B+ round of equity financing of nearly 100 million yuan invested by SDIC Venture Partners.
As the leading provider of complete solutions for nanoimprint technology in China, Guangduo Micronano has manufactured a variety of research and development nanoimprint equipment and fully automatic mass production nanoimprint equipment after years of research and development and market application promotion, achieving All-round breakthroughs in equipment, consumables and processes.​
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