Chinese semiconductor industry

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Oldschool

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ansy1968 said:
From TaiShang (pakistan defense forum)

@foofy @Oldschool never heard of this new Chinese GPU player , is it legit, it had high ambition with a 7nm Chip hopefully SMIC get its act together to produce its N+2 or else TSMC will FAB for them again. :(

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Chinese GPU Designer MetaX Wraps Up Early Stage Fundraiser, Led by LCP, Matrix Partners

Chinese GPU Designer MetaX Wraps Up Early Stage Fundraiser, Led by LCP, Matrix Partners
(Yicai Global) March 9 -- MetaX Integrated Circuits, a Chinese graphics processing unit design startup, has secured hundreds of millions of yuan in its pre-Series A+ round of funding, less than a month after its pre-A round.
The latest funding was jointly led by Lightspeed China Partners and Matrix Partners China, and participated by CTC Capital, Sequoia Capital, and ZhenFund, the Shanghai-based company said in a statement yesterday. It also garnered hundreds of millions of yuan in its pre-A round.
The startup, which was founded at Lingang Special Area of the China Shanghai Pilot Free Trade Zone last September, is eyeing the field of high-performance GPU processors, a sector dominated by global giants such as Nvidia and Advanced Micro Devices.
China's GPU market is expected to reach about CNY27 billion (USD4.1 billion) in scale by 2025, according to IDC. GPU chips account for about half of GPU servers' costs.
Chinese companies' rising demand for supercomputing in their research and development will drive a continuously growing demand for high-performance GPUs, and MetaX is one of the few firms in the field with its own intellectual property, said Zhu Jia, associate partner at Lightspeed China Partners.
Zhu added that the venture capital firm is optimistic that MetaX will be able to fill the domestic technological gap in the field of high-performance computing in the future.
MetaX focuses on developing general-purpose GPUs. The products are mainly used in traditional GPUs and mobile applications, artificial intelligence, cloud computing, and data centers, according to the firm's website.
Members of MetaX's technical team have more than 15 years of experience in high-performance GPU design on average, ranging from 40 nanometers to 7 nm. Three core founders have worked together for more than 10 years with their respective backgrounds in hardware, software, and architecture.
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It's possible. It's digital chip along the like an AI chip. China doesn't lack logic designers. Don't be surprised if some of those engineers are ex Nvidia engineers. Nvidia has alot of Chinese engineers.
It's good to have but not as critical as establishing indegenous equipments
My ranking is
1) domestic semiconductor equipments and materials
2)analog and mixed signal chips
3)digital chip. CPU, GPU
There is another GPU maker
Jingjia Microelectronics JM720 28nm been adopted by alot of system makers
 
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ansy1968

Brigadier
Registered Member
Oldschool said:
It's possible. It's digital chip along the like an AI chip. China doesn't lack logic designers.
It's good to have but not as critical as establishing indegenous equipments
My ranking is
1) domestic semiconductor equipments and materials
2)analog and mixed signal chips
3)digital chip. CPU, GPU
There is another GPU maker
Jingjia Microelectronics JM720 28nm been adopted by alot of system makers
Click to expand...
Thanks @Oldschool I read a report last year that Huawei is also into the GPU? that HiSilicon may have design one ?
 
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Oldschool

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WTAN said:
According to an Insider there has recently been a Breakthrough in the development of EUVL.
The Chinese EUVL 6 Mirror Lithography Projection Optical System has been sucessfully Developed and sucessfully Verified.
This means that the Optics of the Chinese EUVL (which is technically challenging) has been sucessfully developed and produced.
China is now one step closer to its goal of being the 2nd Producer of EUVL.
The only missing Link now in the EUVL is the Light Source.
Changchun Institute and Shanghai Institute are still working on the Light Sources.
Hopefully there will be some news soon from the CAS.

It also now known that TSMC's first generation 7nm Chip made entirely with the DUVL in 2018, used the ASML NXT1980i Lithograph.
The NXT1980i is currently used by SMIC in its 14nm FAB.
This means that it is possible for SMIC to produce 7nm Chips with its 1980i DUVL in the future if it so wishes.
SMIC already has plans to produce its N+1 Chips (8nm) in April using the 1980i.
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@WTAN.
6 mirrors I assume that's projection optics of light from mask to the wafer.

Can you find out how they adopt for the illumination optics? Are they use faceting mirror with many elements. illumination optics of light from light source to mask. Illumination optics could use a set of 4 mirrors.
 
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BlackWindMnt

Captain
Registered Member
ansy1968 said:
Thanks @Oldschool I read a report last year that Huawei is also into the GPU? that HiSilicon may have design one ?
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I believe they were planning on launching a server side gpu first. Interesting news two new gpu start ups Moore threads and metax hope they can break the Nvidia and amd duopoly in like a decade.

Has there been any news on Intels gpu adventures haven't heard a thing about it?
 
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voyager1

Captain
Registered Member
IMO, China should focus on old processes (28nm and above) and on 14nm in the near future. Build massive fabs, subsidise some production by various means (tax cuts, land use, pressure state owned businesses to buy domestic), then grab the old process market domestically and then try to export (if possible because most likely that US will sanction exports by some way lol).

After domestic equipment is developed then raise tariffs on ASML moderately.And then go to the EU and say to them if you want semiconductor business to continue then ASML must set a local company in China to build factories to produce semiconductor equipment using chinese suppliers or european but they have to build the supply ecosystem in China.
 
O

Oldschool

Junior Member
Registered Member
voyager1 said:
IMO, China should focus on old processes (28nm and above) and on 14nm in the near future. Build massive fabs, subsidise some production by various means (tax cuts, land use, pressure state owned businesses to buy domestic), then grab the old process market domestically and then try to export (if possible because most likely that US will sanction exports by some way lol).

After domestic equipment is developed then raise tariffs on ASML moderately.And then go to the EU and say to them if you want semiconductor business to continue then ASML must set a local company in China to build factories to produce semiconductor equipment using chinese suppliers or european but they have to build the supply ecosystem in China.
Click to expand...
China could buy out samsung , hynix , and tsmc and Intel fabs and take control.

And the crank domestic parts using their equipment.
 
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Oldschool

Junior Member
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@WTAN
Since majority of domestic equipmnent and material providers don't have 7nm or below products ready , shouldnt EUV development specifications be relaxed and starting at 28nm or 14nm? This way the EUV system much easier to develop.
It wouldn't make much sense if developing EUV targeting 5nm while rest of domestic equipment and materials still behind. And the 5nm EUV system is also alot harder to develope than a 14nm one.
 
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