Chinese semiconductor industry

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ansy1968

Brigadier
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I think Havok was probably being very conservative when he mentioned that the first SMEE EUVL would be equivalent to the NXE3100.
The resolution of the EUVL is determined mainly by the Source Power of the Light Source.
The CIOMP Tech Demonstrator and the NXE3100 both used a LPP Light Source with source power of 10W.
ASML then produced upgrades to the Light Source
NXE3300 40W-80W
NXE3350 120W-150W
NXE3400 200W
No one knows the current source power of the LPP Light Source being developed by Shanghai Inst of Optics. Its pretty certain to be higher than 10W.
But the DPP Light Source developed by Harbin Inst produces 150W+.
A EUVL that uses the DPP Light Source of 150W+ would mean something falling in between the NXE3350 and NXE3400.
@WTAN , will the Chinese proceed with DPP, during our past discussion an attach post from A-SET if I recall the name correctly stated that an EUVL with A DPP power source will be available in 2 years time, that will be 2022 next year, with a power source of 150W is sufficient for the meantime while waiting for the LPP to mature.
 

foofy

Junior Member
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According to havok, mirror is using this CNC.

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PMT received hundreds of millions of yuan in financing

In the field of optics, PMT develops ultra-precision processing equipment for the manufacture of lithography machine objective lens systems

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博鲁斯潘精密获得数亿元融资​

在光学领域,北京博鲁斯潘精密为我国光刻机研发承制单位中国科学院长光所国旺光学,独家研发用于光刻机物镜系统制造的超精密加工装备,占据行业技术制高点。
 

B.I.B.

Captain
曾明 is a name. This is someone inside SMIC saying all this.

Seems like Zeng is saying this in some sort of official capacity representative of the corporation of SMIC.

You're just saying it's all fake news.
I'm wondering whether China is capable of supply all the necessary chips for her automotive industry?
 

horse

Colonel
Registered Member
I'm wondering whether China is capable of supply all the necessary chips for her automotive industry?
Don't know.

We can only make a reasonable guess.

First is we have to assume most of those chips for the automobile industry is at 28nm or higher, essentially what they refer to a mature technologies in the press. China should be able to make that on its own inside China.

Second is we do not know which fabs are making what. It is a big industry. They seem to be building more fabs in China, so more capacity will come online relatively soon.

To me, this will sort itself out, the market will dictate what is the best from the competition, and the CCP government will be supportive of that contest inside China, along with the government giving other supports when needed.

What to watch for is how advanced is the node, which is 7nm full production now at SMIC, and the rate or level of domestic indigenous capability free of foreign technologies in the entire IC supply chain.

What I really think, is that word, critical mass, as when outsiders see China almost able to close it all off, when China IC industry reaches critical mass to produce on their own, then foreigners will be in a rush to sell their best! Suppose China is at 50%, that means still needs a lot of stuff. Suppose China is at 70% self sufficient, that means China can close it off sooner or later if they want to their market. So we have to expect a happy medium to be reached in the world wide IC supply chain sooner or later.

This is the Chinese business people talking, and these people are truly ruthless.

:oops:
 

Hendrik_2000

Lieutenant General
I'm wondering whether China is capable of supply all the necessary chips for her automotive industry?
I believe Renesas Japanese giant in Automobile semiconductor has several FAB in China. Last year they form joint venture with FAW to develop complete line of Automobile ECU

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Renesas and FAW Establish Joint Laboratory to Accelerate Development of Next-Generation Smart Vehicles for China’s Automotive Market​

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Intelligent Driving Development Platform Collaboration Accelerates Commercialization for FAW’s Smart Vehicles
December 16, 2020
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Nobuo Arayama of Renesas China (Left) and Li Dan of FAW (right)
TOKYO, Japan, and CHANGCHUN, China ― Renesas Electronics Corporation (TSE:6723), a premier supplier of advanced semiconductor solutions, and China FAW Group Corporation (FAW), a leading automotive maker in China, announced the establishment of a joint laboratory in Changchun, China, effective December 1, 2020. The laboratory will enable FAW to build its development platform for intelligent driving and allow the two companies to jointly develop electronic control units (ECUs) for systems including autonomous driving, intelligent cockpit, powertrain and body control. The first set of new solutions developed in the joint laboratory will be applied to FAW's flagship brand Hongqi.

FAW is committed to developing the next generation of intelligent and connected vehicles that meet needs for connectivity, automation, shared/social and electrification. To realize smart mobility, FAW strives to continuously improve its independent development capabilities by building its own intelligent driving development platform based on the high-performance automotive central computing unit. As the leading supplier of automotive processors, Renesas offers proven high-performance semiconductors as well as market-proven expertise for smart mobility. Based on Renesas automotive processors, including the RH850 Family of microcontrollers (MCUs), R-Car system-on-chips (SoCs), and power and analog devices, the companies will jointly develop a complete automotive controller development platform that meets the industry’s stringent functional safety and security standards required for FAW’s Hongqi vehicles.

“Since 2006, Renesas and FAW have nurtured a long-term relationship through technological collaboration, working together and sharing technological expertise and intellectual properties to expand vehicle innovation for the automotive market in China,” said Tomomitsu Maoka, Senior Vice President, Automotive Solutions Business Unit at Renesas and Chairman of Renesas Electronics China.
"I am excited to see the establishment of our new joint laboratory based on the long-term mutual trust developed through this relationship; I believe our collaboration will drive further development and innovation for China’s automotive industry."
 

WTAN

Junior Member
Registered Member
@WTAN , will the Chinese proceed with DPP, during our past discussion an attach post from A-SET if I recall the name correctly stated that an EUVL with A DPP power source will be available in 2 years time, that will be 2022 next year, with a power source of 150W is sufficient for the meantime while waiting for the LPP to mature.
What you mentioned is right. The R&D of EUVL is going very well, with the Optics and Machine Tools already developed and if they choose to go with the DPP Light Source, they could have a EUVL released quite early in 2-3 years.
However i am getting the impression that SMEE wants to develop a EUVL using a Shanghai developed LPP Light Source. The Shanghai based SMEE wants to use the locally developed LPP made by Shanghai Inst of Optics. There is Politics and Regionalism involved.
Then that leaves CETC as the Company that would develop a EUVL which will use the Harbin Institute developed DPP Light Source.
We will have to keep an eye on CETC.
 
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