5nm technology is stable, don't worry about it
Chinese semiconductor industry
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If SMIC is going to enter sub-5nm manufacturing in the near future, it will need need EUV. We know they are working towards 3nm, and while the limits of DUV can be pushed quite a bit EUV will be needed for economically viable yields.
I think 5nm chip is within reach using NXT 2050i and 2100i
My opinion Liang Mong Song and his team are using the Shanghai Synchrotron to validate materials needed for EUVL, so when the projected Chinese EUVL do enter service in 2025 they may mass produced the 5nm chips and 3nm IOC in 2026. IF that happen then only the Chinese FABS can produce 3nm chips and below.
There is a lot of synergism among the scientific institution, academe, state owned and private corporation to produced that machine out of necessity and National Pride. So being an optimistic I predict 3nm will be mass produce by late 2027.
They say that as of October 31, 2023 the order on hands amount to 316M rmb ($45M)
I don't know the price of a wafer double-stage or how many customer they have apart from SMEE (not only for their double-stage). I remember I saw a kind of a litho machine's cost breakdown in the past here in the forum, but unfortunately I'm not able to find it now.
Anyhow it seems $45M can buy you more than a couple of stages for a prototype machine, maybe this is a hint that we are now in a kind of pre-production for SMEE 28nm.
Orders are from end of October 2023, so maybe we can reasonably expect some SMEE delivery within Q1 2024.
@PopularScience can you please share the source of this information? Thanks.
OK. Then how far back would I know that there are comments than answers my questions? Why not work on an interface that makes it convenient than spending time getting riled up by other people's comments.
Somebody took from the latest IPO document. I don't have that document.
600 million yuan! Shengjian Semiconductor’s domestic semiconductor process ancillary equipment and key components project starts
A domestic semiconductor process ancillary equipment and key component production base constructed and operated by Shanghai Shengjian Semiconductor Technology Co., Ltd. with a total investment of 600 million yuan started construction in Jiading Industrial Zone.
News from Shanghai Jiading Industrial Zone shows that the project covers an area of about 42 acres and is planned to be invested and constructed in two phases. It will be built into a domestic advanced semiconductor ancillary equipment platform integrating R&D, manufacturing, sales and maintenance services. After the project is completed, it is expected to enhance the high-end domestic supporting capabilities of semiconductor process ancillary equipment and promote the continuous improvement of the domestic substitution rate of semiconductor equipment.
Shanghai Shengjian Semiconductor Technology Co., Ltd. is a subsidiary of Shanghai Shengjian Environmental System Technology Co., Ltd. Shengjian Environment is a company listed on the A-share main board of the Shanghai Stock Exchange that is committed to providing process waste gas treatment systems and equipment comprehensive solutions for China's semiconductor industry. In December 2021, Shengjian Environment signed an investment agreement with the Shanghai Jiading Industrial Zone Management Committee to invest in the construction of a "domestic semiconductor process ancillary equipment and key components project" in Shanghai Jiading Industrial Zone.
News from Shanghai Jiading Industrial Zone shows that the project covers an area of about 42 acres and is planned to be invested and constructed in two phases. It will be built into a domestic advanced semiconductor ancillary equipment platform integrating R&D, manufacturing, sales and maintenance services. After the project is completed, it is expected to enhance the high-end domestic supporting capabilities of semiconductor process ancillary equipment and promote the continuous improvement of the domestic substitution rate of semiconductor equipment.
Shanghai Shengjian Semiconductor Technology Co., Ltd. is a subsidiary of Shanghai Shengjian Environmental System Technology Co., Ltd. Shengjian Environment is a company listed on the A-share main board of the Shanghai Stock Exchange that is committed to providing process waste gas treatment systems and equipment comprehensive solutions for China's semiconductor industry. In December 2021, Shengjian Environment signed an investment agreement with the Shanghai Jiading Industrial Zone Management Committee to invest in the construction of a "domestic semiconductor process ancillary equipment and key components project" in Shanghai Jiading Industrial Zone.
I sure hope not. I doubt it makes much sense to buy brand new outdated equipment at hefty prices to make DRAM that is sold for peanuts. Because it isn't high density or high speed.
Never heard of this. Sounds like wild speculation on his part. Good if true.
More CeeCeePee ranting nonsense on his part I see.
The sanctions are on sales of tools with any US components in them to make GAA transistors or 18nm or better DRAM to China. Of course in practice if CXMT proves itself able to do this then the US might just put the whole company on the blacklist instead. Pretty much a badge of honor really. It means their product is good enough to get sanctioned. When the US sanctioned YMTC I bought the largest most expensive stick of ZHITAI brand SSD I could find.
Surprise, surprise. The tools they already had at CXMT could already make things at that resolution. You know, CXMT even went to ASML to negotiate the purchase of EUV machines at one point. But that fell through.
Nope. They can't be exported to China. As in the country. He can't even get this right. Also AFAIK the restrictions on GAA transistors are for EDA software not physical tools.
That isn't what the law says I think. See above. Of course what the law says and what US regulators think isn't necessarily the same thing. And if CXMT does make such devices they might just end up in the blacklist.
I sure hope not. I sure hope they won't be sending billions to these bozos who can just pull parts and support whenever they want.
You know what, China should demand these companies setup an insurance where they have to pay the money for the tools back in case they pull these kinds of stunts. Since these US companies don't even have proper assets in China, they should just deposit, say, like 50% of the machine value in a bank account in China somewhere. And the money would be returned to these US companies, say, in like 10 years if these machines operate normally and they provide proper support. If this makes US machines more expensive to buy in China, then great, hopefully no one will be stupid enough to buy them anymore. Even better, these US companies should be forced to lease, not simply sell machines to China anymore. With option to buy them outright for the residual value. And if these US companies stop supporting those tools during the lease period, then China should just disassemble these machines and return the pieces to them in lots of tiny little boxes.
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Semiconductor OverLay front-end measurement equipment "Erimicro Semiconductor" completed seed round financing
Semiconductor OverLay front-end measurement equipment "Erimicro Semiconductor" completed a seed round of financing. Source Code Capital led the investment, and Xianfeng K2VC, Zhuoyuan Capital, and Tin Venture Capital jointly invested. This round of financing will be used to focus on the research and development of localized replacement of key overlay core measurement equipment in the front line.
It is reported that last month, the Erui Micro Semiconductor front-end overlay equipment headquarters project was officially signed in Wuxi High-tech Zone. It is understood that Erui has a profound industrial background and rich technical experience in the field of semiconductor front-end overlay equipment. In the next step, it will go all out to speed up the prototype research and development progress and grow into a leading enterprise in the field of domestic semiconductor testing equipment as soon as possible, providing Wuxi The development of the integrated circuit industry in the Hi-tech Zone has made great contributions.
According to the data, Wuxi Erui Micro Semiconductor Equipment Co., Ltd. is a scientific and technological innovation enterprise specializing in the development and manufacturing of integrated circuit front-end process quantity testing equipment. It is committed to providing overlay error represented by overlay error for mass production of photolithography processes. Measuring equipment and other defect detection equipment, it has top domestic technology development capabilities and solid equipment mass production experience.
It is reported that last month, the Erui Micro Semiconductor front-end overlay equipment headquarters project was officially signed in Wuxi High-tech Zone. It is understood that Erui has a profound industrial background and rich technical experience in the field of semiconductor front-end overlay equipment. In the next step, it will go all out to speed up the prototype research and development progress and grow into a leading enterprise in the field of domestic semiconductor testing equipment as soon as possible, providing Wuxi The development of the integrated circuit industry in the Hi-tech Zone has made great contributions.
According to the data, Wuxi Erui Micro Semiconductor Equipment Co., Ltd. is a scientific and technological innovation enterprise specializing in the development and manufacturing of integrated circuit front-end process quantity testing equipment. It is committed to providing overlay error represented by overlay error for mass production of photolithography processes. Measuring equipment and other defect detection equipment, it has top domestic technology development capabilities and solid equipment mass production experience.
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